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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 36 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HLNE HAMILTON LANE INC Financial Services 21,690.0 $2.2M 0.03% -9K -29.0% $99.40 -10.9%
702 QUBT QUANTUM COMPUTING INC Technology 313,631.0 $2.1M 0.03% $6.85 +39.6%
703 SUNC SUNOCOCORP LLC Energy 34,430.0 $2.1M 0.03% NEW $61.66 +16.5%
704 LAD LITHIA MTRS INC Consumer Cyclical 8,449.0 $2.1M 0.03% -16K -65.9% $249.73 +9.9%
705 JAMES HARDIE INDS PLC 111,002.0 $2.1M 0.03% NEW $18.94
706 UPST UPSTART HLDGS INC Financial Services 81,800.0 $2.1M 0.03% +62K +313.4% $25.65 +12.4%
707 DIGITALBRIDGE GROUP INC 135,684.0 $2.1M 0.03% -11K -7.3% $15.42
708 CRGY CRESCENT ENERGY COMPANY Energy 154,734.0 $2.1M 0.03% -82K -34.6% $13.50 -3.0%
709 FROG JFROG LTD Technology 44,460.0 $2.1M 0.03% -39K -46.7% $46.94 +52.2%
710 KFY KORN FERRY Industrials 33,120.0 $2.1M 0.03% NEW $62.95 +5.9%
711 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 24,310.0 $2.1M 0.03% +14K +125.5% $84.66 -7.2%
712 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 59,014.0 $2.0M 0.03% +9K +19.0% $34.26 +13.8%
713 B BARRICK MNG CORP Basic Materials 49,280.0 $2.0M 0.03% NEW $40.73 +1.3%
714 TIPT TIPTREE INC Financial Services 118,286.0 $2.0M 0.03% -140K -54.3% $16.92 -0.2%
715 AMN AMN HEALTHCARE SVCS INC Healthcare 108,460.0 $2.0M 0.03% +44K +69.0% $18.34 +39.9%
716 BKE BUCKLE INC Consumer Cyclical 39,490.0 $2.0M 0.03% -104K -72.4% $50.37 -2.7%
717 TDS TELEPHONE & DATA SYS INC Communication Services 47,150.0 $2.0M 0.03% NEW $42.10 -1.2%
718 HNGE HINGE HEALTH INC Healthcare 51,060.0 $2.0M 0.03% -47K -47.7% $38.56 +42.9%
719 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 75,242.0 $2.0M 0.03% -87K -53.7% $26.13 -4.9%
720 EQT EQT CORP Energy 30,828.0 $2.0M 0.03% NEW $63.64 -9.3%
Page 36 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%