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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 9 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BL BLACKLINE INC Technology 9,793.0 $362K 0.00% NEW $36.97 -22.6%
162 PSN PARSONS CORP DEL Industrials 6,627.0 $358K 0.00% NEW $54.02 -5.8%
163 WERN WERNER ENTERPRISES INC Industrials 11,988.0 $351K NEW $29.28 +30.6%
164 ADEA ADEIA INC Technology 14,530.0 $347K NEW $23.88 +11.8%
165 OMER OMEROS CORP Healthcare 32,778.0 $345K NEW $10.53 +11.1%
166 SES SES AI COR Consumer Cyclical 359,067.0 $341K NEW $0.95 +8.5%
167 VISTAGEN THERAPEUTICS INC 589,663.0 $336K NEW $0.57
168 CPT CAMDEN PPTY TR Real Estate 3,402.0 $332K NEW $97.59 +7.7%
169 ENOV ENOVIS CORPORATION Industrials 14,591.0 $331K NEW $22.69 +13.5%
170 ACT ENACT HLDGS INC Financial Services 8,089.0 $330K NEW $40.80 +5.1%
171 VERX VERTEX INC Technology 27,369.0 $325K NEW $11.87 +10.3%
172 HTH HILLTOP HLDGS INC Financial Services 9,043.0 $323K NEW $35.72 +3.1%
173 PLAB PHOTRONICS INC Technology 8,000.0 $322K NEW $40.25 +15.1%
174 TDW TIDEWATER INC NEW Energy 3,820.0 $319K NEW $83.51 +1.1%
175 CRS CARPENTER TECHNOLOGY CORP Industrials 792.0 $311K NEW $392.68 +2.1%
176 XZO EXZEO GROUP INC Financial Services 21,349.0 $311K NEW $14.57 -8.3%
177 DVN DEVON ENERGY CORP NEW Energy 6,160.0 $309K NEW $50.16 -1.1%
178 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 14,837.0 $309K NEW $20.83 +9.7%
179 MPT MEDICAL PROPERTIES TRUST INC Financial Services 66,096.0 $306K NEW $4.63 +9.6%
180 MLTX MOOLAKE IMMUNOTHERAPEUTICS Healthcare 16,527.0 $305K NEW $18.45 -10.2%
Page 9 of 18  ·  347 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%