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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 95 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 2,030.0 $40K $19.70 +16.0%
1882 INSM INSMED INC Healthcare 240.0 $39K -3K -93.3% $162.50 -32.8%
1883 KYMR KYMERA THERAPEUTICS INC Healthcare 479.0 $39K -903.0 -65.3% $81.42 +1.0%
1884 XENE XENON PHARMACEUTICALS INC Healthcare 677.0 $39K NEW $57.61 -5.6%
1885 SCKT SOCKET MOBILE INC Technology 45,675.0 $38K $0.83 +2.8%
1886 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 27,597.0 $38K -1.8M -98.5% $1.38 +30.7%
1887 LNN LINDSAY CORP Industrials 327.0 $38K -587.0 -64.2% $116.21 -9.4%
1888 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1,154.0 $37K +748.0 +184.2% $32.06 +7.9%
1889 CRNT CERAGON NETWORKS LTD Technology 17,434.0 $37K NEW $2.12 +18.3%
1890 SENSTAR TECHNOLOGIES CORP 12,275.0 $37K -45K -78.5% $3.01
1891 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 42,004.0 $36K NEW $0.86 -29.3%
1892 APLD APPLIED DIGITAL CORP Technology 1,542.0 $36K NEW $23.35 +67.6%
1893 CIM CHIMERA INVT CORP Real Estate 2,918.0 $36K NEW $12.34 +6.5%
1894 CDLX CARDLYTICS INC Communication Services 32,529.0 $34K NEW $1.05 -42.1%
1895 GTN GRAY MEDIA INC Communication Services 7,939.0 $34K NEW $4.28 -3.1%
1896 SIM GRUPO SIMEC SAB DE C V Basic Materials 1,124.0 $34K $30.25 +3.7%
1897 ZD ZIFF DAVIS INC Communication Services 831.0 $34K NEW $40.91 -1.0%
1898 OFLX OMEGA FLEX INC Industrials 1,109.0 $34K -4K -80.2% $30.66 -11.6%
1899 ANIX ANIXA BIOSCIENCES INC Healthcare 12,898.0 $33K -31K -70.9% $2.56 +7.9%
1900 PHG KONINKLIJKE PHILIPS N V Healthcare 1,216.0 $33K -9K -87.6% $27.14 -7.0%
Page 95 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%