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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 15 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HPK Highpeak Energy Inc Energy 16,028.0 $111K 0.00% -3K -14.9% $6.90 +2.9%
282 BMBL Bumble Inc Technology 12,400.0 $40K 0.00% -8K -37.7% $3.26 -2.5%
Page 15 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%