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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 73 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 APPF APPFOLIO INC Technology 936.0 $218K 0.00% NEW $232.65 -34.8%
1442 CRVS CORVUS PHARMACEUTICALS INC Healthcare 28,117.0 $217K 0.00% NEW $7.70 +77.4%
1443 FRAF FRANKLIN FINL SVCS CORP Financial Services 4,262.0 $214K 0.00% -189.0 -4.2% $50.20 +8.4%
1444 MAGIC SOFTWARE ENTERPRISES L 8,267.0 $214K 0.00% -7K -44.6% $25.83
1445 AGEN AGENUS INC Healthcare 67,959.0 $213K 0.00% NEW $3.14 +14.0%
1446 TTAN SERVICETITAN INC Technology 1,997.0 $213K 0.00% NEW $106.50 -46.3%
1447 MASI MASIMO CORP Healthcare 1,611.0 $210K 0.00% NEW $130.06 +37.1%
1448 HNI HNI CORP Industrials 4,980.0 $209K 0.00% -86K -94.5% $42.04 -24.9%
1449 COTY COTY INC Consumer Defensive 65,009.0 $200K 0.00% +16K +31.6% $3.08 -30.8%
1450 FLNA CASSAVA SCIENCES INC Healthcare 100,577.0 $199K 0.00% NEW $1.98 -40.4%
1451 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 26,273.0 $199K 0.00% -129K -83.1% $7.57 -27.6%
1452 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 107,953.0 $199K 0.00% +94K +680.6% $1.84 +100.5%
1453 SONO SONOS INC Technology 10,983.0 $193K 0.00% -65K -85.5% $17.56 -16.3%
1454 MDXG MIMEDX GROUP INC Healthcare 28,153.0 $191K -151K -84.3% $6.77 -47.6%
1455 ATARA BIOTHERAPEUTICS INC 10,446.0 $189K NEW $18.09
1456 HTBK HERITAGE COMM CORP Financial Services 15,661.0 $188K -10K -39.0% $12.01 +12.0%
1457 SND SMART SAND INC Energy 46,849.0 $187K NEW $4.00 +18.3%
1458 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 44,412.0 $180K +15K +49.5% $4.05 -1.0%
1459 KOS KOSMOS ENERGY LTD Energy 192,424.0 $175K +169K +730.3% $0.91 +222.9%
1460 AMPY AMPLIFY ENERGY CORP NEW Energy 37,818.0 $173K +8K +26.5% $4.57 +14.4%
Page 73 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%