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Portfolio (Quarterly) Guide ↗

Cornerstone Investment Partners, LLC

· CIK 0001328062
13F Portfolio $2.6B AUM 219 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 55 New 31 Added 29 Reduced 46 Exited
Page 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GDYN Grid Dynamics Holdings, Inc. Technology 20,881.0 $189K 0.01% NEW $9.03 -32.9%
182 NXDR Nextdoor Holdings, Inc. Class A Communication Services 89,732.0 $188K 0.01% $2.10 +3.3%
183 HLIT Harmonic, Inc. Technology 18,752.0 $185K 0.01% NEW $9.89 +50.2%
184 RERE ATRenew Inc. Sponsored ADR Consumer Cyclical 34,795.0 $184K 0.01% $5.30 -25.1%
185 FLYW Flywire Corp Technology 12,921.0 $183K 0.01% NEW $14.16 +8.9%
186 Core Laboratories Inc. 11,381.0 $182K 0.01% NEW $16.03
187 RSKD Riskified Ltd. Class A Technology 36,198.0 $180K 0.01% NEW $4.97 -1.2%
188 WSR Whitestone REIT Real Estate 12,942.0 $180K 0.01% NEW $13.89 +37.4%
189 AUPH Aurinia Pharmaceuticals Inc. Healthcare 11,171.0 $178K 0.01% NEW $15.95 +1.2%
190 CGNT Cognyte Software Ltd. Technology 18,920.0 $178K 0.01% $9.40 -10.5%
191 PANL Pangaea Logistics Solutions Ltd. Industrials 25,842.0 $178K 0.01% NEW $6.88 +8.4%
192 MYGN Myriad Genetics, Inc. Healthcare 28,695.0 $176K 0.01% $6.15 -28.8%
193 CYRX CryoPort, Inc. Industrials 18,317.0 $176K 0.01% $9.60 +51.8%
194 ORGO Organogenesis Holdings Inc. Healthcare 33,627.0 $174K 0.01% NEW $5.18 -54.8%
195 PSTL Postal Realty Trust Inc Real Estate 10,645.0 $172K 0.01% $16.14 +39.7%
196 GTM Zoominfo Technologies Inc Technology 16,599.0 $169K 0.01% $10.17 -73.6%
197 YALA Yalla Group Ltd. Sponsored ADR Class A Technology 24,255.0 $168K 0.01% NEW $6.94 -23.3%
198 PBI Pitney Bowes Inc. Industrials 15,895.0 $168K 0.01% $10.57 +64.4%
199 VREX Varex Imaging Corporation Healthcare 14,335.0 $167K 0.01% $11.65 -9.9%
200 CLNE Clean Energy Fuels Corp. Energy 78,965.0 $166K 0.01% NEW $2.10 -10.5%
Page 10 of 11  ·  219 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 30.1%
Financial Services 23.3%
Communication Services 15.9%
Healthcare 11.2%
Industrials 6.1%
Consumer Cyclical 4.3%
Consumer Defensive 3.5%
Real Estate 2.8%
Energy 2.7%
Basic Materials 0.1%