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Portfolio (Quarterly) Guide ↗

ALGERT GLOBAL LLC

· CIK 0001275218
13F Portfolio $6.6B AUM 1,134 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 257 New 445 Added 372 Reduced 243 Exited
Page 18 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BILL BILL HOLDINGS INC Technology 180,240.0 $6.9M 0.10% NEW $38.30 -4.8%
342 EVR EVERCORE INC Financial Services 23,049.0 $6.9M 0.10% +13K +128.2% $298.49 +16.0%
343 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 215,159.0 $6.8M 0.10% +116K +117.7% $31.72 -3.6%
344 NVCR NOVOCURE LTD Healthcare 625,797.0 $6.8M 0.10% -253K -28.8% $10.90 +64.2%
345 MOS MOSAIC CO Basic Materials 264,586.0 $6.7M 0.10% -123K -31.7% $25.50 -14.0%
346 IVZ INVESCO LTD Financial Services 276,597.0 $6.7M 0.10% -171K -38.2% $24.29 +11.1%
347 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,156,958.0 $6.7M 0.10% +438K +61.0% $5.80 +7.4%
348 RPRX ROYALTY PHARMA PLC Healthcare 138,260.0 $6.6M 0.10% +29K +26.5% $47.97 +10.6%
349 ESTC ELASTIC N V Technology 132,404.0 $6.6M 0.10% +6K +4.8% $49.99 +7.7%
350 C CITIGROUP INC Financial Services 58,240.0 $6.6M 0.10% +1K +2.3% $113.41 +10.4%
351 IIIN INSTEEL INDS INC Industrials 196,351.0 $6.6M 0.10% +70K +55.2% $33.61 -22.0%
352 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 33,372.0 $6.6M 0.10% +5K +17.7% $197.50 +19.8%
353 ROST ROSS STORES INC Consumer Cyclical 30,390.0 $6.6M 0.10% +14K +88.3% $216.62 -1.8%
354 BCAX BICARA THERAPEUTICS INC Healthcare 330,833.0 $6.6M 0.10% +13K +4.0% $19.89 +4.8%
355 CACI CACI INTL INC Technology 12,031.0 $6.5M 0.10% +4K +42.0% $543.85 -9.9%
356 SM SM ENERGY COMPANY Energy 208,832.0 $6.5M 0.10% -1.0M -82.7% $31.18 +11.6%
357 CTAS CINTAS CORP Industrials 38,014.0 $6.4M 0.10% +11K +38.3% $169.15 +1.9%
358 CGNX COGNEX CORP Technology 131,197.0 $6.4M 0.10% -34K -20.6% $48.99 +31.2%
359 FFIN FIRST FINL BANKSHARES INC Financial Services 217,855.0 $6.4M 0.10% +153K +235.9% $29.45 +9.3%
360 FORM FORMFACTOR INC Technology 66,060.0 $6.4M 0.10% -14K -17.2% $96.99 +32.0%
Page 18 of 57  ·  1,134 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
Industrials 18.5%
Technology 15.3%
Financial Services 13.6%
Healthcare 13.4%
Consumer Cyclical 12.8%
Energy 5.8%
Real Estate 5.6%
Consumer Defensive 5.3%
Basic Materials 4.1%
Utilities 3.0%