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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 56 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 GNW GENWORTH FINL INC Financial Services 148,409.0 $1.2M 0.00% -1.8M -92.2% $8.11 +14.1%
1102 TROX TRONOX HOLDINGS PLC Basic Materials 122,562.0 $1.2M 0.00% NEW $9.74 -18.2%
1103 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3,721.0 $1.2M 0.00% +4K +6665.4% $320.61 +9.9%
1104 APP APPLOVIN CORP Technology 2,990.0 $1.2M 0.00% -15K -83.4% $396.99 +22.4%
1105 PL PLANET LABS PBC Industrials 42,514.0 $1.2M 0.00% +3K +8.8% $27.90 +52.9%
1106 SILC SILICOM LTD Technology 56,346.0 $1.2M 0.00% $21.03 +97.9%
1107 AZTA AZENTA INC Healthcare 56,000.0 $1.2M 0.00% +35K +162.4% $21.09 -7.3%
1108 ACRV ACRIVON THERAPEUTICS INC Healthcare 845,973.0 $1.2M 0.00% +265K +45.5% $1.39 +28.9%
1109 IDN INTELLICHECK MOBILISA INC Technology 168,701.0 $1.2M 0.00% +48K +39.5% $6.96 -39.1%
1110 KR KROGER CO Consumer Defensive 16,293.0 $1.2M 0.00% -104K -86.5% $72.12 -7.0%
1111 LUMN LUMEN TECHNOLOGIES INC Communication Services 169,451.0 $1.2M 0.00% +52K +44.2% $6.92 +36.4%
1112 STTK SHATTUCK LABS INC Healthcare 183,246.0 $1.2M 0.00% +104K +130.9% $6.40 -3.5%
1113 WSFS WSFS FINL CORP Financial Services 17,812.0 $1.2M 0.00% +12K +190.9% $65.35 +9.9%
1114 KGS KODIAK GAS SVCS INC Energy 19,897.0 $1.2M 0.00% NEW $58.20 +24.4%
1115 CLAR CLARUS CORP NEW Consumer Cyclical 427,557.0 $1.2M 0.00% +398K +1365.0% $2.71 +12.7%
1116 WK WORKIVA INC Technology 19,387.0 $1.2M 0.00% +13K +189.9% $59.47 -18.3%
1117 CMTG CLAROS MTG TR INC Real Estate 481,240.0 $1.1M 0.00% -297K -38.1% $2.38 -8.2%
1118 SE SEA LTD Consumer Cyclical 13,753.0 $1.1M 0.00% -38K -73.7% $82.53 +5.8%
1119 SITM SITIME CORP Technology 3,290.0 $1.1M 0.00% +1K +67.8% $344.68 +102.2%
1120 GHM GRAHAM CORP Industrials 14,362.0 $1.1M 0.00% $78.89 +17.4%
Page 56 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%