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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 20 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ALC ALCON AG Healthcare 9,012.0 $664K 0.00% -5K -35.9% $73.68 -8.7%
382 FRME FIRST MERCHANTS CORP Financial Services 17,075.0 $661K 0.00% -2K -8.1% $38.71 +2.3%
383 PGNY PROGYNY INC Healthcare 39,157.0 $661K 0.00% -363K -90.2% $16.88 +45.7%
384 ACAD ACADIA PHARMACEUTICALS INC Healthcare 29,722.0 $660K 0.00% -90K -75.2% $22.21 -5.7%
385 RDN RADIAN GROUP INC Financial Services 19,838.0 $655K 0.00% -334.0 -1.7% $33.02 +12.9%
386 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,035.0 $649K 0.00% -1K -15.3% $92.25 -0.4%
387 UPWK UPWORK INC Industrials 59,025.0 $646K 0.00% -115K -66.0% $10.94 -22.8%
388 ENPH ENPHASE ENERGY INC Energy 17,089.0 $645K 0.00% -183K -91.5% $37.74 +23.9%
389 NGS NATURAL GAS SVCS GROUP INC Energy 16,659.0 $628K 0.00% -8K -31.7% $37.70 +15.1%
390 IPSC CENTURY THERAPEUTICS INC Healthcare 278,075.0 $627K 0.00% -939K -77.2% $2.25 -0.2%
391 PANW PALO ALTO NETWORKS INC Technology 3,811.0 $610K 0.00% -32K -89.3% $160.06 +50.0%
392 AKAM AKAMAI TECHNOLOGIES INC Technology 5,292.0 $606K 0.00% -145K -96.5% $114.51 +25.4%
393 ACTINIUM PHARMACEUTICALS INC 600,819.0 $596K 0.00% -6K -0.9% $0.99
394 ALTG ALTA EQUIPMENT GROUP INC Industrials 109,982.0 $588K 0.00% -14K -11.0% $5.35 +2.9%
395 GOTU GAOTU TECHEDU INC Consumer Defensive 300,122.0 $585K 0.00% -761K -71.7% $1.95 -2.5%
396 KFRC KFORCE INC Industrials 19,848.0 $579K 0.00% -36K -64.6% $29.17 +38.5%
397 LYG LLOYDS BANKING GROUP PLC Financial Services 110,572.0 $555K 0.00% -65K -37.0% $5.02 +2.8%
398 SLF SUN LIFE FINANCIAL INC. Financial Services 8,900.0 $554K 0.00% -13K -58.5% $62.25 +15.0%
399 SLAB SILICON LABORATORIES INC Technology 2,652.0 $550K 0.00% -81K -96.8% $207.39 +4.4%
400 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 418,791.0 $549K 0.00% -22K -5.1% $1.31 -12.3%
Page 20 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%