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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 35 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FULC FULCRUM THERAPEUTICS INC Healthcare 727,315.0 $5.6M 0.01% -9K -1.3% $7.66 -14.0%
682 ASAN ASANA INC Technology 866,065.0 $5.5M 0.01% +313K +56.6% $6.39 -0.4%
683 HBCP HOMEBANCORP INC Financial Services 91,269.0 $5.5M 0.01% +523.0 +0.6% $60.56 +7.6%
684 DPZ DOMINOS PIZZA INC Consumer Cyclical 15,359.0 $5.5M 0.01% NEW $358.29 -11.7%
685 HOMETRUST BANCSHARES INC 128,869.0 $5.5M 0.01% -4K -3.3% $42.63
686 PANL PANGAEA LOGISTICS SOLUTION L Industrials 775,611.0 $5.5M 0.01% +669K +626.2% $7.07 +17.1%
687 MTRX MATRIX SVC CO Industrials 476,089.0 $5.5M 0.01% +178K +59.9% $11.47 +9.2%
688 AMPL AMPLITUDE INC Technology 800,030.0 $5.4M 0.01% +268K +50.5% $6.81 -4.3%
689 ASYS AMTECH SYS INC Technology 466,837.0 $5.4M 0.01% +231K +97.8% $11.67 +79.6%
690 SMITHFIELD FOODS INC 194,525.0 $5.4M 0.01% +113K +138.8% $27.94
691 ASIX ADVANSIX INC Basic Materials 221,399.0 $5.4M 0.01% NEW $24.37 -10.4%
692 TUYA TUYA INC Technology 2,323,172.0 $5.4M 0.01% +729K +45.7% $2.31 -10.2%
693 PKOH PARK-OHIO HLDGS CORP Industrials 222,250.0 $5.3M 0.01% $24.03 +24.4%
694 ZIP ZIPRECRUITER INC Industrials 2,900,258.0 $5.3M 0.01% +300K +11.5% $1.84 +82.4%
695 ANGO ANGIODYNAMICS INC Healthcare 468,670.0 $5.3M 0.01% +278K +146.3% $11.36 +5.3%
696 TNDM TANDEM DIABETES CARE INC Healthcare 278,116.0 $5.3M 0.01% -115K -29.2% $19.13 -21.4%
697 NEXA NEXA RES S A Basic Materials 501,106.0 $5.3M 0.01% +233K +87.2% $10.55 +34.5%
698 ESEA EUROSEAS LTD Industrials 79,095.0 $5.3M 0.01% +6K +8.9% $66.69 +12.4%
699 THC TENET HEALTHCARE CORP Healthcare 27,928.0 $5.3M 0.01% -55K -66.2% $188.48 -0.6%
700 OLED UNIVERSAL DISPLAY CORP Technology 57,019.0 $5.2M 0.01% NEW $91.51 +0.1%
Page 35 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%