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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 83 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 VERA VERA THERAPEUTICS INC Healthcare 3,959.0 $159K $40.16 -14.5%
1642 TLYS TILLYS INC Consumer Cyclical 39,366.0 $158K +14K +56.1% $4.01 +8.1%
1643 IONQ IONQ INC Technology 5,482.0 $158K -5K -49.6% $28.82 +71.1%
1644 O REALTY INCOME CORP Real Estate 2,558.0 $156K NEW $60.99 +1.2%
1645 AMTM AMENTUM HOLDINGS INC Industrials 5,957.0 $155K -2K -27.3% $26.02 -13.0%
1646 RBCAA REPUBLIC BANCORP INC KY Financial Services 2,205.0 $155K -9K -80.0% $70.29 +9.6%
1647 ENLIGHT RENEWABLE ENERGY LTD 2,343.0 $155K +990.0 +73.2% $66.15
1648 SGMT SAGIMET BIOSCIENCES INC Healthcare 29,636.0 $154K +22K +271.4% $5.20 +25.9%
1649 RCI ROGERS COMMUNICATIONS INC Communication Services 4,000.0 $153K -500.0 -11.1% $38.25 -7.1%
1650 TALK TALKSPACE INC Healthcare 29,821.0 $153K +6K +22.8% $5.13 +1.4%
1651 DSX DIANA SHIPPING INC Industrials 61,321.0 $153K -47K -43.4% $2.50 +7.4%
1652 ARAY ACCURAY INC DEL Healthcare 394,270.0 $152K -176K -30.8% $0.39 -25.9%
1653 FTCI FTC SOLAR INC Energy 40,731.0 $151K +38K +1461.2% $3.71 +15.4%
1654 CHRD CHORD ENERGY CORPORATION Energy 1,068.0 $151K NEW $141.39 +5.8%
1655 ATS CORPORATION 5,400.0 $151K NEW $27.96
1656 LSPD LIGHTSPEED COMMERCE INC Technology 16,900.0 $150K +14K +550.0% $8.88 -0.5%
1657 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 6,333.0 $149K -14K -68.5% $23.53 -17.1%
1658 CDW CDW CORP Technology 1,236.0 $149K $120.55 -13.4%
1659 JD JD.COM INC Consumer Cyclical 5,059.0 $149K -46K -90.0% $29.45 +7.3%
1660 OM OUTSET MED INC Healthcare 39,755.0 $149K -88K -68.8% $3.75 +3.0%
Page 83 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%