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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 21 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 WKC WORLD KINECT CORPORATION Energy 23,708.0 $546K 0.00% -32K -57.8% $23.03 +26.5%
402 SWKH SWK HLDGS CORP Financial Services 31,720.0 $536K 0.00% -2K -5.3% $16.90 -5.9%
403 ADT ADT INC DEL Industrials 81,716.0 $535K 0.00% -628K -88.5% $6.55 +6.6%
404 COGT COGENT BIOSCIENCES INC Healthcare 13,814.0 $530K 0.00% -2K -9.8% $38.37 -18.3%
405 ESNT ESSENT GROUP LTD Financial Services 8,907.0 $518K 0.00% -15K -62.5% $58.16 +6.7%
406 AZO AUTOZONE INC Consumer Cyclical 151.0 $509K 0.00% -421.0 -73.6% $3370.86 -0.7%
407 FUTU FUTU HLDGS LTD Financial Services 3,667.0 $500K 0.00% -538K -99.3% $136.35 -3.4%
408 YOU CLEAR SECURE INC Technology 10,065.0 $486K 0.00% -3K -23.3% $48.29 +22.6%
409 KIDS ORTHOPEDIATRICS CORP Healthcare 30,351.0 $479K 0.00% -15K -32.4% $15.78 +14.9%
410 ZETA ZETA GLOBAL HOLDINGS CORP Technology 30,145.0 $479K 0.00% -20K -39.7% $15.89 +20.8%
411 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 27,855.0 $477K 0.00% -79K -73.8% $17.12 +11.9%
412 GRUPO CIBEST SA 6,386.0 $463K 0.00% -37K -85.3% $72.50
413 LMAT LEMAITRE VASCULAR INC Healthcare 4,232.0 $461K 0.00% -11K -72.7% $108.93 -7.4%
414 SYNA SYNAPTICS INC Technology 6,581.0 $459K 0.00% -14K -67.5% $69.75 +70.8%
415 TSAT TELESAT CORP Technology 12,637.0 $455K 0.00% -4K -24.2% $36.01 +45.3%
416 TREE LENDINGTREE INC Financial Services 10,541.0 $451K 0.00% -191K -94.8% $42.79 -15.3%
417 HQY HEALTHEQUITY INC Healthcare 5,375.0 $449K 0.00% -3K -38.8% $83.53 -0.6%
418 DOCN DIGITALOCEAN HLDGS INC Technology 5,186.0 $444K 0.00% -5K -47.1% $85.62 +72.2%
419 MITT TPG MTG INVTS TR INC Real Estate 58,726.0 $428K 0.00% -103K -63.6% $7.29 +2.4%
420 DXPE DXP ENTERPRISES INC Industrials 3,055.0 $426K 0.00% -44K -93.6% $139.44 +4.6%
Page 21 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%