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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 18 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MTG MGIC INVT CORP WIS Financial Services 37,709.0 $989K 0.00% -513K -93.2% $26.23 -1.2%
342 FSV FIRSTSERVICE CORP NEW Real Estate 6,864.0 $949K 0.00% -329K -98.0% $138.26 -6.2%
343 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 4,546.0 $947K 0.00% -26K -85.3% $208.32 +24.5%
344 IWB ISHARES TR 2,644.0 $942K 0.00% -2K -41.1% $356.28 +12.9%
345 SUPN SUPERNUS PHARMACEUTICALS Healthcare 18,131.0 $934K 0.00% -289K -94.1% $51.51 -4.0%
346 UPS UNITED PARCEL SVCS INC Industrials 9,298.0 $914K 0.00% -6K -37.3% $98.30 +0.6%
347 NATL NCR ATLEOS CORPORATION Technology 20,951.0 $912K 0.00% -10K -31.9% $43.53 +2.3%
348 SMTC SEMTECH CORP Technology 11,656.0 $895K 0.00% -2K -11.9% $76.78 +79.3%
349 CVE CENOVUS ENERGY INC Energy 33,517.0 $886K 0.00% -131K -79.6% $26.43 +16.6%
350 FCFS FIRSTCASH HOLDING INC Financial Services 4,698.0 $882K 0.00% -3K -36.5% $187.74 +20.7%
351 SAN BANCO SANTANDER SA Financial Services 75,312.0 $849K 0.00% -15K -16.8% $11.27 +4.1%
352 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 11,259.0 $841K 0.00% -204K -94.8% $74.70 +15.0%
353 DGICA DONEGAL GROUP INC Financial Services 48,831.0 $837K 0.00% -92K -65.4% $17.14 -0.4%
354 POOL POOL CORP Industrials 4,120.0 $832K 0.00% -2K -36.9% $201.94 -13.2%
355 MFC MANULIFE FINL CORP Financial Services 24,116.0 $826K 0.00% -1.3M -98.1% $34.25 +9.7%
356 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,516.0 $816K 0.00% -10K -60.8% $125.23 +6.4%
357 CRH PLC 7,784.0 $816K 0.00% -32K -80.5% $104.83
358 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 10,398.0 $808K 0.00% -9K -47.3% $77.71 -6.5%
359 UPLD UPLAND SOFTWARE INC Technology 1,211,465.0 $806K 0.00% -47K -3.8% $0.67 +17.2%
360 ADICET INC 118,138.0 $802K 0.00% -63K -34.9% $6.79
Page 18 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%