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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 19 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 U UNITY SOFTWARE INC Technology 326,293.0 $14.4M 0.04% -1.2M -79.0% $44.17 -39.3%
362 NTCT NETSCOUT SYS INC Technology 531,618.0 $14.4M 0.04% -229K -30.1% $27.06 +43.9%
363 CRNC CERENCE INC Technology 1,337,253.0 $14.3M 0.04% -139K -9.4% $10.69 -10.9%
364 ALRM ALARM COM HLDGS INC Technology 280,017.0 $14.3M 0.04% -62K -18.2% $51.02 -14.8%
365 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 314,219.0 $14.3M 0.04% +125K +66.1% $45.40 -9.9%
366 TARS TARSUS PHARMACEUTICALS INC Healthcare 173,275.0 $14.2M 0.04% +69K +66.9% $81.88 -23.3%
367 DOC HEALTHPEAK PROPERTIES INC Real Estate 882,307.0 $14.2M 0.04% NEW $16.08 +21.2%
368 PEGA PEGASYSTEMS INC Technology 237,037.0 $14.2M 0.04% -96K -28.9% $59.72 -42.8%
369 ROKU ROKU INC Communication Services 130,154.0 $14.1M 0.04% -126K -49.2% $108.49 +14.4%
370 RELY REMITLY GLOBAL INC Technology 1,022,210.0 $14.1M 0.04% -387K -27.5% $13.80 +55.4%
371 WEN WENDYS CO Consumer Cyclical 1,689,170.0 $14.1M 0.04% +563K +50.0% $8.33 -5.9%
372 LYFT LYFT INC Technology 725,908.0 $14.1M 0.04% +564K +349.1% $19.37 -31.0%
373 EXPE EXPEDIA GROUP INC Consumer Cyclical 49,118.0 $13.9M 0.04% -13K -21.0% $283.31 -24.1%
374 ES EVERSOURCE ENERGY Utilities 205,571.0 $13.8M 0.04% NEW $67.33 +1.1%
375 HOOD ROBINHOOD MKTS INC Financial Services 122,318.0 $13.8M 0.04% -15K -10.7% $113.10 -31.8%
376 BILL BILL HOLDINGS INC Technology 253,445.0 $13.8M 0.04% -134K -34.6% $54.54 -30.8%
377 BBWI BATH & BODY WORKS INC Consumer Cyclical 687,403.0 $13.8M 0.04% +625K +1009.6% $20.08 -19.8%
378 OKTA OKTA INC Technology 158,969.0 $13.7M 0.04% -189K -54.3% $86.47 +0.7%
379 TIGO MILLICOM INTL CELLULAR S A Communication Services 247,913.0 $13.7M 0.04% +131K +111.8% $55.44 +45.6%
380 WPP WPP PLC NEW Communication Services 611,783.0 $13.7M 0.04% +572K +1439.4% $22.46 -17.5%
Page 19 of 76  ·  1,508 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%