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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 68 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ADT ADT INC DEL Industrials 81,716.0 $535K 0.00% -628K -88.5% $6.55 +5.7%
1342 COGT COGENT BIOSCIENCES INC Healthcare 13,814.0 $530K 0.00% -2K -9.8% $38.37 -15.5%
1343 TTMI TTM TECHNOLOGIES INC Technology 5,326.0 $518K 0.00% +134.0 +2.6% $97.26 +78.0%
1344 ESNT ESSENT GROUP LTD Financial Services 8,907.0 $518K 0.00% -15K -62.5% $58.16 +5.7%
1345 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,383.0 $516K 0.00% NEW $152.53 -19.1%
1346 PIPR PIPER SANDLER COMPANIES Financial Services 6,752.0 $516K 0.00% NEW $76.42 +3.8%
1347 HURC HURCO CO Industrials 34,988.0 $513K 0.00% +5K +18.3% $14.66 +15.9%
1348 EBF ENNIS INC Industrials 23,861.0 $511K 0.00% NEW $21.42 -7.0%
1349 AZO AUTOZONE INC Consumer Cyclical 151.0 $509K 0.00% -421.0 -73.6% $3370.86 +2.4%
1350 D DOMINION ENERGY INC Utilities 8,224.0 $508K 0.00% NEW $61.77 +10.5%
1351 SWX SOUTHWEST GAS HLDGS INC Utilities 5,822.0 $505K 0.00% +2K +49.3% $86.74 +3.0%
1352 INN SUMMIT HOTEL PPTYS Real Estate 114,342.0 $504K 0.00% NEW $4.41 +25.7%
1353 FSLY FASTLY INC Technology 17,441.0 $503K 0.00% +232.0 +1.4% $28.84 -43.0%
1354 FUTU FUTU HLDGS LTD Financial Services 3,667.0 $500K 0.00% -538K -99.3% $136.35 -9.4%
1355 TUSK MAMMOTH ENERGY SVCS INC Industrials 204,105.0 $498K 0.00% +97K +91.0% $2.44 +27.6%
1356 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 179,974.0 $497K 0.00% +93K +106.1% $2.76 -7.7%
1357 TRT TRIO TECH INTL Technology 86,308.0 $497K 0.00% +43K +100.0% $5.76 +132.0%
1358 VIV TELEFONICA BRASIL SA Communication Services 31,158.0 $495K 0.00% +25K +401.0% $15.89 -11.5%
1359 TSBK TIMBERLAND BANCORP INC Financial Services 12,580.0 $495K 0.00% +3K +27.8% $39.35 +2.0%
1360 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 19,233.0 $495K 0.00% NEW $25.74 +11.4%
Page 68 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%