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Portfolio (Quarterly) Guide ↗

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

· CIK 0001164508
13F Portfolio $184.8B AUM 1,810 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 720 Added 664 Reduced 329 Exited
Page 12 of 91  ·  1,810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VEEV VEEVA SYS INC Healthcare 913,281.0 $160.4M 0.09% +612K +203.0% $175.66 -11.0%
222 HEICO CORP NEW 758,130.0 $160.0M 0.09% +126K +20.0% $211.09
223 SPGI S&P GLOBAL INC Financial Services 376,009.0 $159.9M 0.09% +374K +10000.0% $425.34 -5.2%
224 DXCM DEXCOM INC Healthcare 2,545,103.0 $159.8M 0.09% +1.3M +100.4% $62.80 -1.9%
225 ALL ALLSTATE CORP Financial Services 764,096.0 $158.4M 0.09% +183K +31.5% $207.34 +4.8%
226 BDX BECTON DICKINSON & CO Healthcare 1,002,375.0 $157.6M 0.09% +163K +19.4% $157.23 -9.5%
227 WDAY WORKDAY INC Technology 1,203,953.0 $156.4M 0.09% -156K -11.5% $129.92 -3.8%
228 GIS GENERAL MILLS INC Consumer Defensive 4,200,299.0 $156.3M 0.09% +59K +1.4% $37.22 -11.4%
229 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 13,706,469.0 $154.5M 0.08% -3.1M -18.4% $11.27 +10.9%
230 PBF PBF ENERGY INC Energy 3,222,433.0 $153.5M 0.08% +1.1M +54.6% $47.62 -11.2%
231 COOPER COS INC 2,126,300.0 $152.0M 0.08% +18K +0.8% $71.50
232 WY WEYERHAEUSER CO Real Estate 6,212,273.0 $151.8M 0.08% +639K +11.5% $24.43 -7.2%
233 EW EDWARDS LIFESCIENCES CORP Healthcare 1,890,859.0 $151.4M 0.08% +1.5M +341.1% $80.08 +1.6%
234 SAP SAP SE Technology 880,212.0 $150.7M 0.08% NEW $171.21 -1.0%
235 FSM FORTUNA MNG CORP Basic Materials 14,968,770.0 $148.8M 0.08% -5.2M -26.0% $9.94 -3.9%
236 W WAYFAIR INC Consumer Cyclical 1,969,981.0 $148.2M 0.08% -856K -30.3% $75.21 -22.6%
237 CNX CNX RES CORP Energy 3,838,852.0 $148.0M 0.08% +3.8M +6057.8% $38.55 -5.2%
238 CGAU CENTERRA GOLD INC Basic Materials 8,314,250.0 $147.9M 0.08% $17.79 -4.1%
239 WFC WELLS FARGO & CO Financial Services 1,852,365.0 $147.5M 0.08% +1.5M +482.3% $79.61 -7.8%
240 ROST ROSS STORES INC Consumer Cyclical 679,065.0 $147.1M 0.08% -15K -2.2% $216.63 -1.8%
Page 12 of 91  ·  1,810 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 33.4%
Consumer Cyclical 11.1%
Healthcare 11.0%
Financial Services 8.5%
Basic Materials 8.1%
Communication Services 7.8%
Industrials 7.0%
Energy 6.9%
Consumer Defensive 3.3%
Real Estate 1.5%