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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 10 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXPD EXPEDITORS INTL WASH INC Industrials 493,860.0 $70.7M 0.10% +182K +58.6% $143.20 +9.5%
182 GGG GRACO INC Industrials 823,130.0 $69.7M 0.10% +458K +125.4% $84.63 -10.5%
183 WIX WIX COM LTD Technology 770,810.0 $69.4M 0.10% -775K -50.1% $90.03 -38.1%
184 ENERFLEX LTD 3,254,151.0 $67.8M 0.10% -101K -3.0% $20.84
185 IEFA ISHARES TR 740,327.0 $67.0M 0.10% +50K +7.2% $90.52 +5.4%
186 EWT ISHARES INC 941,188.0 $66.7M 0.10% NEW $70.92 +26.7%
187 NTRS NORTHERN TR CORP Financial Services 472,569.0 $65.9M 0.09% +292K +162.1% $139.55 +18.4%
188 EW EDWARDS LIFESCIENCES CORP Healthcare 818,164.0 $65.5M 0.09% -108K -11.7% $80.07 +2.9%
189 ETSY INC 1,297,872.0 $64.8M 0.09% -144K -10.0% $49.96
190 KINIKSA PHARMACEUTICALS INT LT 1,336,313.0 $64.3M 0.09% -377K -22.0% $48.13
191 UBER UBER TECHNOLOGIES INC Technology 881,971.0 $63.4M 0.09% -320K -26.6% $71.92 +4.4%
192 BKR BAKER HUGHES COMPANY Energy 1,026,106.0 $62.6M 0.09% +1.0M +7084.6% $61.04 +7.3%
193 ADI ANALOG DEVICES INC Technology 196,681.0 $62.5M 0.09% +72K +58.2% $318.02 +30.3%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 211,480.0 $61.9M 0.09% +76K +55.8% $292.67 +34.6%
195 FIS FIDELITY NATL INFORMATION SVCS Technology 1,312,571.0 $61.6M 0.09% +1.3M +10000.0% $46.90 -7.5%
196 HAFN HAFNIA LTD Industrials 8,018,784.0 $61.4M 0.09% -4.3M -35.1% $7.65 +15.9%
197 DASH DOORDASH INC Communication Services 404,678.0 $60.7M 0.09% -53K -11.6% $150.11 +8.4%
198 NVMI NOVA LTD Technology 138,259.0 $60.0M 0.09% +124K +847.1% $433.98 +12.2%
199 STT STATE STR CORP Financial Services 472,426.0 $59.8M 0.09% +303K +178.9% $126.55 +21.5%
200 INGR INGREDION INC Consumer Defensive 528,843.0 $59.6M 0.09% $112.63 -10.0%
Page 10 of 101  ·  2,011 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%