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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 55 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CODA CODA OCTOPUS GROUP INC Industrials 115,536.0 $1.3M 0.00% +83K +258.1% $11.29 +1.1%
1082 REPL REPLIMUNE GROUP INC Healthcare 170,040.0 $1.3M 0.00% +113K +199.8% $7.63 -32.4%
1083 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 78,513.0 $1.3M 0.00% -169K -68.3% $16.42 +15.0%
1084 ARWR ARROWHEAD PHARMACEUTICALS INC Healthcare 20,535.0 $1.3M 0.00% +5K +34.2% $62.62 +20.6%
1085 OPY OPPENHEIMER HLDGS INC Financial Services 14,365.0 $1.3M 0.00% -1K -8.6% $89.18 +8.3%
1086 AVNT AVIENT CORP Basic Materials 35,287.0 $1.3M 0.00% NEW $36.25 -5.9%
1087 EZPW EZCORP INC Financial Services 50,325.0 $1.3M 0.00% NEW $25.36 +31.9%
1088 GH GUARDANT HEALTH INC Healthcare 13,827.0 $1.3M 0.00% -56K -80.2% $92.28 +27.9%
1089 RVLV REVOLVE GROUP INC Consumer Cyclical 55,983.0 $1.3M 0.00% -8K -13.0% $22.56 -17.3%
1090 RRC RANGE RES CORP Energy 27,970.0 $1.3M 0.00% NEW $45.12 -6.7%
1091 TMCI TREACE MED CONCEPTS INC Healthcare 941,293.0 $1.3M 0.00% +279K +42.0% $1.33 +111.5%
1092 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 6,358.0 $1.3M 0.00% -24K -79.2% $197.07 +20.1%
1093 XHR XENIA HOTELS & RESORTS INC Real Estate 83,584.0 $1.2M 0.00% $14.79 +14.3%
1094 BLKB BLACKBAUD INC Technology 31,869.0 $1.2M 0.00% +7K +26.5% $38.50 -23.1%
1095 CXM SPRINKLR INC Technology 204,595.0 $1.2M 0.00% +41K +25.3% $5.98 -11.7%
1096 NATWEST GROUP PLC 81,961.0 $1.2M 0.00% -89K -51.9% $14.90
1097 INTEGRA RES CORP 453,647.0 $1.2M 0.00% -713K -61.1% $2.69
1098 CBT CABOT CORP Basic Materials 16,104.0 $1.2M 0.00% NEW $75.26 +4.1%
1099 AVT AVNET INC Technology 19,640.0 $1.2M 0.00% +19K +2454.0% $61.56 +35.5%
1100 KTOS KRATOS DEFENSE & SEC SOLUTIONS Industrials 17,167.0 $1.2M 0.00% +8K +83.6% $70.43 -22.4%
Page 55 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%