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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 71 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 AA ALCOA CORP Basic Materials 6,484.0 $428K 0.00% NEW $66.01 -0.1%
1402 NTST NETSTREIT CORP Real Estate 22,752.0 $428K 0.00% NEW $18.81 +8.9%
1403 DXPE DXP ENTERPRISES INC Industrials 3,055.0 $426K 0.00% -44K -93.6% $139.44 +1.0%
1404 VRNS VARONIS SYS INC Technology 19,919.0 $423K 0.00% +3K +18.9% $21.24 +44.1%
1405 BSAC BANCO SANTANDER CHILE NEW Financial Services 12,686.0 $421K 0.00% -39K -75.3% $33.19 -6.0%
1406 AMRC AMERESCO INC Industrials 16,590.0 $420K 0.00% +13K +433.6% $25.32 +19.4%
1407 MPB MID PENN BANCORP INC Financial Services 13,114.0 $420K 0.00% +8K +173.6% $32.03 +0.6%
1408 ADC AGREE RLTY CORP Real Estate 5,547.0 $418K 0.00% NEW $75.36 +0.1%
1409 EXPAND ENERGY CORPORATION 3,800.0 $417K 0.00% NEW $109.74
1410 RACE FERRARI N V Consumer Cyclical 1,234.0 $410K 0.00% +176.0 +16.6% $332.25 +4.2%
1411 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,427.0 $410K 0.00% +2K +238.0% $168.93 +37.6%
1412 HCSG HEALTHCARE SVCS GROUP INC Healthcare 22,180.0 $409K 0.00% +19K +665.1% $18.44 +9.8%
1413 HRTX HERON THERAPEUTICS INC Healthcare 513,168.0 $409K 0.00% NEW $0.80 +8.1%
1414 IMO IMPERIAL OIL LTD Energy 3,135.0 $409K 0.00% NEW $130.46 +2.9%
1415 NAT NORDIC AMERICAN TANKERS LIMI Industrials 69,467.0 $406K 0.00% NEW $5.84 -4.1%
1416 LOVE LOVESAC COMPANY Consumer Cyclical 27,440.0 $404K 0.00% -93K -77.2% $14.72 +6.3%
1417 MGY MAGNOLIA OIL & GAS CORP Energy 12,825.0 $404K 0.00% NEW $31.50 -6.4%
1418 PEBK PEOPLES BANCORP N C INC Financial Services 10,323.0 $402K 0.00% +8K +304.8% $38.94 +6.4%
1419 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 4,394.0 $401K 0.00% NEW $91.26 +5.7%
1420 IWM ISHARES TR 1,614.0 $400K 0.00% NEW $247.83 +13.0%
Page 71 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%