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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 21 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NCNO NCINO INC Technology 35,514.0 $911K 0.00% -101K -74.0% $25.64 -41.1%
402 BR BROADRIDGE FINL SOLUTIONS IN Technology 4,075.0 $909K 0.00% -30K -87.9% $223.17 -33.0%
403 PLUS EPLUS INC Technology 10,328.0 $906K 0.00% -8K -44.8% $87.70 -6.0%
404 FSBW FS BANCORP INC Financial Services 21,936.0 $903K 0.00% -838.0 -3.7% $41.17 -3.7%
405 FOSL FOSSIL GROUP INC Consumer Cyclical 239,750.0 $901K 0.00% -3K -1.4% $3.76 +8.0%
406 WFC WELLS FARGO CO NEW Financial Services 9,593.0 $894K 0.00% -103K -91.5% $93.20 -20.2%
407 WD WALKER & DUNLOP INC Financial Services 14,801.0 $890K 0.00% -5K -24.8% $60.15 -16.3%
408 CCNE CNB FINL CORP PA Financial Services 33,417.0 $875K 0.00% -18K -35.3% $26.17 +14.3%
409 INGN INOGEN INC Healthcare 129,864.0 $873K 0.00% -58K -30.9% $6.72 -4.0%
410 STC STEWART INFORMATION SVCS COR Financial Services 12,057.0 $847K 0.00% -2K -13.4% $70.26 -2.1%
411 ATLC ATLANTICUS HOLDINGS CORP Financial Services 12,470.0 $835K 0.00% -2K -11.7% $66.95 +16.7%
412 CZNC CITIZENS & NORTHN CORP Financial Services 40,920.0 $825K 0.00% -3K -6.6% $20.17 +2.2%
413 MPB MID PENN BANCORP INC Financial Services 26,541.0 $823K 0.00% -23K -46.1% $31.02 +2.6%
414 DGII DIGI INTL INC Technology 19,012.0 $823K 0.00% -18K -48.2% $43.29 +44.4%
415 SRCE 1ST SOURCE CORP Financial Services 13,164.0 $823K 0.00% -8K -38.7% $62.49 +15.5%
416 NBTB NBT BANCORP INC Financial Services 19,752.0 $820K 0.00% -5K -19.7% $41.52 +7.9%
417 LCII LCI INDS Consumer Cyclical 6,559.0 $796K 0.00% -1K -14.0% $121.34 -9.3%
418 HILLENBRAND INC 24,961.0 $792K 0.00% -63K -71.5% $31.72
419 ALEXANDER & BALDWIN INC NEW 37,727.0 $779K 0.00% -55K -59.2% $20.64
420 PSTL POSTAL REALTY TRUST INC Real Estate 47,344.0 $764K 0.00% -23K -32.2% $16.14 +44.0%
Page 21 of 27  ·  528 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 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%