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Portfolio (Quarterly) Guide ↗

MARTINGALE ASSET MANAGEMENT L P

· CIK 0000936944
13F Portfolio $4.0B AUM 794 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 331 Added 282 Reduced 84 Exited
Page 16 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KROS Keros Therapeutics Inc Healthcare 47,596.0 $525K 0.01% +8K +20.9% $11.04 -10.2%
302 Praxis Precision Medicine 1,615.0 $520K 0.01% +559.0 +52.9% $322.19
303 PTC PTC Inc Co Technology 3,620.0 $516K 0.01% +45.0 +1.3% $142.49 +1.1%
304 NBBK NB Bancorp Financial Services 23,900.0 $504K 0.01% +12K +104.3% $21.07 -7.4%
305 NTLA Intellia Therapeutics Inc Healthcare 38,653.0 $496K 0.01% +2K +4.6% $12.82 -6.9%
306 CLMB Climb Global Solutions Inc Technology 24,848.0 $492K 0.01% +19K +300.0% $19.82 +3.0%
307 OOMA Ooma Inc Communication Services 33,684.0 $490K 0.01% +471.0 +1.4% $14.55 +34.0%
308 TIPT Tiptree Inc Financial Services 28,118.0 $476K 0.01% +16K +130.1% $16.92 -1.8%
309 DYN Dyne Therapeutics Inc Healthcare 25,654.0 $465K 0.01% +502.0 +2.0% $18.13 -12.2%
310 HXL Hexcel Corp Industrials 5,727.0 $463K 0.01% +2K +35.8% $80.93 +9.1%
311 TSBK Timberland Bancorp Inc Financial Services 11,719.0 $462K 0.01% +100.0 +0.9% $39.43 +1.2%
312 FDBC Fidelity D & D Bancorp Inc Financial Services 10,624.0 $460K 0.01% +3K +48.1% $43.28 +4.6%
313 SYRE Spyre Therapeutics Healthcare 9,080.0 $458K 0.01% +2K +31.0% $50.44 +32.1%
314 OVLY Oak Valley Bancorp Financial Services 13,966.0 $453K 0.01% +995.0 +7.7% $32.43 +2.1%
315 Mativ Holdings Inc 51,266.0 $446K 0.01% +24K +90.2% $8.70
316 SYNA Synaptics Inc Technology 6,241.0 $437K 0.01% +700.0 +12.6% $70.04 +76.5%
317 MEI Methode Electronics Inc Technology 76,884.0 $424K 0.01% +45K +144.5% $5.52 +84.2%
318 Cushman and Wakefield Ltd 34,139.0 $419K 0.01% +19K +119.5% $12.26
319 TMP Tompkins Trustco Inc Financial Services 5,105.0 $402K 0.01% +500.0 +10.9% $78.84 +5.5%
320 TEL TE Connectivity Plc Technology 1,894.0 $396K 0.01% +69.0 +3.8% $209.02 -6.2%
Page 16 of 17  ·  331 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
Financial Services 16.3%
Healthcare 14.2%
Technology 14.2%
Industrials 13.2%
Consumer Defensive 10.8%
Consumer Cyclical 8.0%
Utilities 7.0%
Energy 6.8%
Communication Services 5.6%
Basic Materials 2.0%