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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 12 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TENB TENABLE HLDGS INC Technology 225,716.0 $3.8M 0.01% -258K -53.4% $16.90 +27.2%
222 MLI MUELLER INDS INC Industrials 31,826.0 $3.5M 0.01% -7K -18.7% $110.73 +23.2%
223 XNCR XENCOR INC Healthcare 291,624.0 $3.5M 0.01% -120K -29.2% $12.05 -6.9%
224 OPBK OP BANCORP Financial Services 255,375.0 $3.4M 0.01% -2K -0.7% $13.29 +4.9%
225 NU NU HLDGS LTD Financial Services 234,984.0 $3.4M 0.01% -676K -74.2% $14.37 -15.2%
226 RGLD ROYAL GOLD INC Basic Materials 13,277.0 $3.4M 0.01% -25K -64.9% $254.12 -10.2%
227 PAAS PAN AMERN SILVER CORP Basic Materials 61,546.0 $3.3M 0.01% -159K -72.1% $54.35 +3.8%
228 FERG FERGUSON ENTERPRISES INC Industrials 13,930.0 $3.2M 0.01% -138K -90.8% $233.02 -3.9%
229 CHGG CHEGG INC Consumer Defensive 4,383,737.0 $3.2M 0.01% -38K -0.9% $0.74 +39.1%
230 SEB SEABOARD CORP DEL Industrials 563.0 $3.2M 0.01% -166.0 -22.8% $5644.76 -17.5%
231 CXDO CREXENDO INC Communication Services 510,833.0 $3.1M 0.00% -21K -3.9% $6.16 +60.5%
232 AMGN AMGEN INC Healthcare 8,852.0 $3.1M 0.00% -105K -92.2% $351.45 -7.7%
233 BRZE BRAZE INC Technology 129,298.0 $3.0M 0.00% -102K -44.0% $23.57 -8.4%
234 LHX L3 HARRIS TECHNOLOGIES INC Industrials 8,834.0 $3.0M 0.00% -1K -14.0% $344.69 -12.0%
235 APLS APELLIS PHARMACEUTICALS INC Healthcare 74,716.0 $3.0M 0.00% -131K -63.7% $40.19 +2.1%
236 KURA KURA ONCOLOGY INC Healthcare 365,118.0 $3.0M 0.00% -521K -58.8% $8.13 +13.5%
237 DAO YOUDAO INC Consumer Defensive 295,624.0 $2.9M 0.00% -136K -31.6% $9.81 +22.3%
238 RLAY RELAY THERAPEUTICS INC Healthcare 290,352.0 $2.9M 0.00% -166K -36.4% $9.94 +22.7%
239 BMRC BANK OF MARIN BANCORP Financial Services 110,942.0 $2.8M 0.00% -7K -6.0% $25.61 +0.7%
240 TZOO TRAVELZOO Communication Services 471,414.0 $2.8M 0.00% -4K -0.8% $5.92 +57.0%
Page 12 of 32  ·  629 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%