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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 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRVL Corvel Corp Financial Services 5,500.0 $301K 0.01% -17K -76.0% $54.65 +8.2%
262 BBSI Barrett Business Svcs Industrials 10,300.0 $301K 0.01% -26K -71.8% $29.18 +5.9%
263 VEEV Veeva Systems Inc Healthcare 1,687.0 $296K 0.01% -100.0 -5.6% $175.66 -6.7%
264 AIZ Assurant Inc Financial Services 1,352.0 $294K 0.01% -730.0 -35.1% $217.81 +17.7%
265 MLR Miller Inds Inc Tenn Com Consumer Cyclical 6,317.0 $288K 0.01% -2K -19.4% $45.55 +3.1%
266 CRSR Corsair Gaming Inc Technology 51,149.0 $284K 0.01% -28K -35.3% $5.55 +24.0%
267 ORCL Oracle Systems Corp Technology 1,922.0 $283K 0.01% -7K -79.2% $147.11 +26.9%
268 ITIC Investors Title Co Financial Services 1,300.0 $283K 0.01% -45.0 -3.4% $217.34 +11.2%
269 SPOK Spok Holdings Inc Healthcare 23,025.0 $251K 0.01% -669.0 -2.8% $10.90 +0.8%
270 AXS Axis Capital Holdings Financial Services 2,458.0 $249K 0.01% -8K -75.9% $101.41 -1.3%
271 NTGR Netgear Inc Technology 11,300.0 $247K 0.01% -12K -52.0% $21.84 +14.7%
272 BAND Bandwidth Inc Technology 13,600.0 $242K 0.01% -36K -72.5% $17.82 +202.4%
273 EHC Encompass Health Corp Healthcare 2,237.0 $216K 0.01% -4K -63.0% $96.73 +9.7%
274 YEXT Yext Inc Technology 55,985.0 $215K 0.01% -53K -48.8% $3.84 -6.3%
275 HCA HCA Healthcare Inc Healthcare 429.0 $203K 0.01% -181.0 -29.7% $473.24 -10.7%
276 KINS Kingstone Cos Inc Financial Services 13,916.0 $203K 0.01% -348.0 -2.4% $14.57 +4.0%
277 CNA CNA Finl Corp Financial Services 4,408.0 $202K 0.01% -10K -69.4% $45.92 -3.3%
278 TROW T Rowe Price Group Inc Financial Services 2,236.0 $202K 0.01% -6K -72.7% $90.14 +13.6%
279 Great Lakes Dredge & Dock 11,502.0 $196K 0.01% -61K -84.2% $17.00
280 Paysafe Ltd 19,600.0 $133K 0.00% -21K -51.3% $6.81
Page 14 of 15  ·  282 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%