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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 95 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 CHCO CITY HLDG CO Financial Services 268.0 $36K +31.0 +13.1% $132.64 +8.9%
1882 WAY WAYSTAR HLDG CORP Technology 1,729.0 $35K -164.0 -8.7% $20.53 +21.8%
1883 NEO NEOGENOMICS INC Healthcare 2,429.0 $35K -311.0 -11.3% $14.59 +16.4%
1884 PGNY PROGYNY INC Healthcare 1,228.0 $35K -405.0 -24.8% $28.83 -11.0%
1885 RITM RITHM CAPITAL CORP Real Estate 3,767.0 $35K +203.0 +5.7% $9.39 +8.5%
1886 MATX MATSON INC Industrials 183.0 $35K +57.0 +45.2% $192.23 +15.9%
1887 HLIO HELIOS TECHNOLOGIES INC Industrials 393.0 $35K -7.0 -1.8% $89.25 -14.6%
1888 TMP TOMPKINS FINL CORP Financial Services 369.0 $35K +193.0 +109.7% $94.52 +3.6%
1889 PATHWARD FINANCIAL INC 400.0 $35K -2K -84.2% $87.06
1890 IMVT IMMUNOVANT INC Healthcare 903.0 $35K -430.0 -32.3% $38.53 +15.2%
1891 INOD INNODATA INC Technology 460.0 $35K -5K -91.2% $75.58 -15.0%
1892 NEOG NEOGEN CORP Healthcare 3,863.0 $35K +184.0 +5.0% $8.99 +32.9%
1893 SKYWARD SPECIALTY INS GROUP 593.0 $35K +347.0 +141.1% $58.35
1894 NWBI NORTHWEST BANCSHARES INC Financial Services 2,267.0 $34K -430.0 -15.9% $15.16 +1.7%
1895 RDW REDWIRE CORPORATION Industrials 2,810.0 $34K +649.0 +30.0% $12.23 -1.7%
1896 CSR CENTERSPACE Real Estate 608.0 $34K -65.0 -9.7% $56.19 -4.0%
1897 SIX FLAGS ENTERTAINMENT CORP 1,603.0 $34K -38.0 -2.3% $21.30
1898 UNIT UNITI GROUP LLC Real Estate 2,970.0 $34K -1K -30.2% $11.47 -13.1%
1899 NPK INTERNATIONAL INC 2,132.0 $34K -596.0 -21.9% $15.91
1900 BROWN FORMAN CORP 1,239.0 $34K -578.0 -31.8% $27.36
Page 95 of 113  ·  2,257 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%