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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 7 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RDWR RADWARE LTD Technology 539,610.0 $13.0M 0.03% -123K -18.6% $24.09 +14.9%
122 XMTR XOMETRY INC Industrials 216,598.0 $12.9M 0.03% -53K -19.8% $59.47 +48.4%
123 INSP INSPIRE MED SYS INC Healthcare 136,420.0 $12.6M 0.03% -3K -2.1% $92.23 -55.6%
124 CDNA CAREDX INC Healthcare 665,065.0 $12.5M 0.03% -405K -37.8% $18.84 +6.8%
125 REAL THE REALREAL INC Consumer Cyclical 785,810.0 $12.4M 0.03% -200K -20.3% $15.78 -41.6%
126 DOX AMDOCS LTD Technology 153,657.0 $12.4M 0.03% -129K -45.6% $80.51 -25.0%
127 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,004,021.0 $12.1M 0.03% -103K -9.3% $12.08 +9.3%
128 BHP BHP GROUP LTD Basic Materials 198,144.0 $12.0M 0.03% -266K -57.3% $60.37 +40.4%
129 KMX CARMAX INC Consumer Cyclical 309,117.0 $11.9M 0.03% -115K -27.1% $38.64 -5.3%
130 ACT ENACT HLDGS INC Financial Services 301,019.0 $11.9M 0.03% -74K -19.8% $39.64 +9.5%
131 IMVT IMMUNOVANT INC Healthcare 467,469.0 $11.9M 0.03% -91K -16.4% $25.42 +7.1%
132 AXS AXIS CAP HLDGS LTD Financial Services 110,636.0 $11.8M 0.03% -2K -1.6% $107.09 -6.7%
133 CBOE CBOE GLOBAL MKTS INC Financial Services 47,198.0 $11.8M 0.03% -34K -42.1% $251.00 +44.8%
134 AG FIRST MAJESTIC SILVER CORP Basic Materials 698,840.0 $11.7M 0.03% -259K -27.1% $16.68 +22.2%
135 HON HONEYWELL INTL INC Industrials 59,432.0 $11.6M 0.03% -77K -56.5% $195.09 +9.7%
136 ATI ATI INC Industrials 100,869.0 $11.6M 0.03% -15K -13.3% $114.76 +33.8%
137 CALX CALIX INC Technology 216,950.0 $11.5M 0.03% -51K -19.0% $52.93 -24.6%
138 WK WORKIVA INC Technology 132,412.0 $11.4M 0.03% -24K -15.1% $86.25 -44.1%
139 LC LENDINGCLUB CORP Financial Services 597,675.0 $11.3M 0.03% -233K -28.1% $18.94 -16.8%
140 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 113,592.0 $11.1M 0.03% -32K -21.9% $97.90 +19.2%
Page 7 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%