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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.0B AUM 1,092 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New 332 Added 413 Reduced 280 Exited
Page 5 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SAIA SAIA INC Industrials 9,679.0 $3.4M 0.01% NEW $351.28 +29.9%
82 AVB AVALONBAY CMNTYS INC Real Estate 20,761.0 $3.4M 0.01% NEW $163.35 +13.7%
83 LMND LEMONADE INC Financial Services 53,750.0 $3.4M 0.01% NEW $62.68 -9.8%
84 PTEN PATTERSON-UTI ENERGY INC Energy 309,600.0 $3.4M 0.01% NEW $10.83 +13.7%
85 CHRW C H ROBINSON WORLDWIDE IN Industrials 20,066.0 $3.3M 0.01% NEW $166.07 +4.9%
86 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,000.0 $3.3M 0.01% NEW $650.34 +14.7%
87 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,656.0 $3.2M 0.01% NEW $474.56 -15.3%
88 NXST NEXSTAR MEDIA GROUP INC Communication Services 17,324.0 $3.1M 0.01% NEW $180.83 +4.3%
89 SPSC SPS COMM INC Technology 55,100.0 $3.1M 0.01% NEW $55.67 -3.5%
90 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 22,433.0 $3.0M 0.01% NEW $133.11 -14.8%
91 HHH HOWARD HUGHES HOLDINGS INC Real Estate 45,449.0 $2.9M 0.01% NEW $63.26 +0.7%
92 UPWK UPWORK INC Industrials 258,400.0 $2.8M 0.01% NEW $10.96 -19.7%
93 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 75,100.0 $2.8M 0.01% NEW $37.44 +1.3%
94 EXLS EXLSERVICE HLDGS INC Technology 91,571.0 $2.8M 0.01% NEW $30.45 -3.1%
95 VSNT VERSANT MEDIA GROUP INC Industrials 71,351.0 $2.6M 0.01% NEW $37.02 +15.3%
96 ERAS ERASCA INC Healthcare 163,192.0 $2.6M 0.01% NEW $16.18 -30.5%
97 LYFT LYFT INC Technology 189,800.0 $2.5M 0.01% NEW $13.30 +4.5%
98 CRC CALIFORNIA RES CORP Energy 34,600.0 $2.4M 0.01% NEW $69.22 -10.4%
99 AGO ASSURED GUARANTY LTD Financial Services 29,135.0 $2.4M 0.01% NEW $81.48 -5.6%
100 RGTI RIGETTI COMPUTING INC Technology 163,103.0 $2.3M 0.01% NEW $14.04 +88.2%
Page 5 of 14  ·  261 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 36.7%
Financial Services 15.4%
Consumer Cyclical 9.8%
Communication Services 9.0%
Industrials 7.7%
Healthcare 7.6%
Energy 4.3%
Consumer Defensive 3.4%
Real Estate 2.9%
Basic Materials 1.6%