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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 37 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CFR CULLEN FROST BANKERS INC Financial Services 35,813.0 $4.9M 0.01% +17K +94.9% $137.02 +1.5%
722 DHX DHI GROUP INC Industrials 1,728,790.0 $4.9M 0.01% +103K +6.4% $2.81 +24.6%
723 BKE BUCKLE INC Consumer Cyclical 95,845.0 $4.8M 0.01% +33K +53.3% $50.29 -2.5%
724 MCB METROPOLITAN BK HLDG CORP Financial Services 57,682.0 $4.8M 0.01% -13K -18.1% $83.27 +9.6%
725 VIAV VIAVI SOLUTIONS INC Technology 144,303.0 $4.8M 0.01% -296K -67.3% $33.24 +44.7%
726 MRBK MERIDIAN CORP Financial Services 250,937.0 $4.8M 0.01% +36K +16.6% $18.95 -7.7%
727 BKD BROOKDALE SR LIVING INC Healthcare 347,235.0 $4.7M 0.01% +270K +346.9% $13.66 -2.0%
728 THRY THRYV HLDGS INC Communication Services 1,733,286.0 $4.7M 0.01% +776K +81.2% $2.74 +38.2%
729 SHBI SHORE BANCSHARES INC Financial Services 251,531.0 $4.7M 0.01% +79K +46.2% $18.67 +5.5%
730 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 85,663.0 $4.7M 0.01% +28K +49.1% $54.76 +12.1%
731 DOMO DOMO INC Technology 1,535,357.0 $4.7M 0.01% +87K +6.0% $3.06 +17.2%
732 PINS PINTEREST INC Communication Services 255,453.0 $4.7M 0.01% -253K -49.7% $18.32 +2.7%
733 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 210,640.0 $4.7M 0.01% +77K +57.8% $22.13 +76.7%
734 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 722,875.0 $4.6M 0.01% +112K +18.4% $6.43 +19.4%
735 VOYA VOYA FINANCIAL INC Financial Services 67,905.0 $4.6M 0.01% -38K -35.8% $68.29 +20.6%
736 DINO HF SINCLAIR CORP Energy 74,331.0 $4.6M 0.01% -484K -86.7% $62.36 +9.7%
737 PCTY PAYLOCITY HLDG CORP Technology 42,947.0 $4.6M 0.01% -318.0 -0.7% $107.92 +3.5%
738 ASTE ASTEC INDS INC Industrials 85,459.0 $4.6M 0.01% +40K +88.4% $53.72 -9.5%
739 VIKING HOLDINGS LTD 61,908.0 $4.5M 0.01% -9K -12.8% $73.42
740 HLN HALEON PLC Healthcare 451,649.0 $4.5M 0.01% +308K +214.7% $10.00 -6.8%
Page 37 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%