AAMINYSEInvestment AdviceFiscal year ends December 31
Acadian Asset Management Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$93.20+1.04 (+1.13%)
Close on Oct 19, 2026
- Market cap
- $3.33B
- P/E (TTM)
- 32.9
- Dividend yield
- 0.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
36M of 35M shares
Institutional holders
302
69 new, 18 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $157.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Paulson & Co. Inc. | 5,843,282 | 16.40% | 13D (active) amendment | Jun 17, 2026 |
| BlackRock, Inc. | 4,230,794 | 11.30% | 13G (passive) amendment | Mar 31, 2025 |
| Azora Capital GP LLC | 2,028,358 | 5.40% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AAMI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Paulson & Co. Inc. | 5,843,282 | 16.46% | $417.91M | −1,900,000 | 16.23% |
| BlackRock, Inc. | 4,486,535 | 12.64% | $320.88M | −87,697 | 0.00% |
| Jennison Associates LLC | 1,526,570 | 4.30% | $109.18M | −495,637 | 0.07% |
| Invesco Ltd. | 1,376,531 | 3.88% | $98.45M | +963,829 | 0.01% |
| Empyrean Capital Partners, LP | 1,308,000 | 3.69% | $93.55M | −190 | 3.09% |
| State Street Corp | 1,224,388 | 3.45% | $87.57M | +14,948 | 0.00% |
| Vanguard Capital Management LLC | 1,176,511 | 3.32% | $84.14M | +17,624 | 0.00% |
| Geode Capital Management, LLC | 969,724 | 2.73% | $69.36M | +221,902 | 0.00% |
| Dimensional Fund Advisors LP | 911,667 | 2.57% | $65.20M | +7,118 | 0.01% |
| Woodline Partners LP | 883,540 | 2.49% | $63.19M | +181,820 | 0.20% |
| Vanguard Portfolio Management LLC | 813,352 | 2.29% | $58.17M | −70,557 | 0.00% |
| Driehaus Capital Management LLC | 788,901 | 2.22% | $56.42M | New | 0.33% |
| Avantyr Capital Partners, LP | 767,793 | 2.16% | $54.91M | New | 2.02% |
| Morgan Stanley | 623,422 | 1.76% | $44.59M | +85,779 | 0.00% |
| Soros Fund Management LLC | 610,248 | 1.72% | $43.64M | −38,559 | 0.54% |
| Nuveen, LLC | 602,378 | 1.70% | $43.08M | +13,914 | 0.01% |
| Federated Hermes, Inc. | 574,597 | 1.62% | $41.10M | +6,277 | 0.06% |
| Allspring Global Investments Holdings, LLC | 553,623 | 1.56% | $39.85M | +134,384 | 0.06% |
| Two Sigma Investments, LP | 523,939 | 1.48% | $37.47M | +45,125 | 0.03% |
| Azora Capital LP | 496,005 | 1.40% | $35.47M | +166,656 | 1.49% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 302 | 36M | 100.0% | 69 / 101 | 96 / 18 | 6M | 5M |
| Q1 2026 | 256 | 36M | 100.0% | 38 / 89 | 88 / 35 | 5M | 2M |
| Q4 2025 | 256 | 35M | 99.9% | 36 / 89 | 101 / 25 | 3M | 2M |
| Q3 2025 | 250 | 35M | 98.9% | 54 / 85 | 88 / 21 | 4M | 4M |
| Q2 2025 | 218 | 36M | 100.0% | 46 / 66 | 80 / 18 | 3M | 3M |
| Q1 2025 | 191 | 36M | 100.0% | 29 / 62 | 67 / 15 | 2M | 3M |
| Q4 2024 | 178 | 38M | 100.0% | 27 / 62 | 55 / 21 | 3M | 2M |
| Q3 2024 | 172 | 37M | 100.0% | 27 / 39 | 78 / 17 | 7M | 2M |
| Q2 2024 | 164 | 38M | 100.0% | 25 / 49 | 60 / 27 | 2M | 4M |
| Q1 2024 | 168 | 40M | 100.0% | 23 / 49 | 64 / 26 | 3M | 4M |
| Q4 2023 | 171 | 42M | 100.0% | 26 / 67 | 57 / 16 | 4M | 3M |
| Q3 2023 | 162 | 41M | 100.0% | 17 / 59 | 63 / 11 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AAMI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,588,786 | 4.48% | $113.63M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 847,261 | 2.39% | $60.60M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 727,052 | 2.05% | $52.00M | 0.06% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund | 573,245 | 1.62% | $41.00M | 1.18% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 352,439 | 0.99% | $30.48M | 1.00% | Jul 31, 2026 |
| Impax Small Cap Fund | 350,000 | 0.99% | $25.03M | 2.64% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 318,596 | 0.90% | $22.79M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 308,601 | 0.87% | $26.69M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 302,016 | 0.85% | $21.60M | 0.02% | Jun 30, 2026 |
| Invesco Discovery Fund | 266,158 | 0.75% | $19.25M | 0.25% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 261,448 | 0.74% | $18.70M | 0.12% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 242,555 | 0.68% | $17.35M | 0.10% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 236,820 | 0.67% | $16.94M | 0.21% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 207,252 | 0.58% | $14.82M | 0.13% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 202,867 | 0.57% | $17.55M | 0.09% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kelly Young | President and CEO, Director | – | – | Feb 18, 2026 |
| Christina Wiater | PAO | 0 | – | Aug 5, 2026 |
| Richard Jonathan Hart | CLO and CAO | 85,071 | 0.24% | May 5, 2026 |
| Scott Hynes | Chief Financial Officer | – | – | Feb 18, 2026 |
| John Paulson | Director, 10% owner | 20,677,325 | 58.26% | Jun 15, 2026 |
| Barbara Trebbi | Director | 39,057 | 0.11% | Jun 15, 2026 |
| Robert J. Chersi | Director | 40,670 | 0.11% | Jun 15, 2026 |
| & Co. Inc. Paulson | 10% owner | 5,843,282 | 16.46% | Jun 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christina Wiater PAO | Aug 4, 2026 | Sale | −244 | $92.36 | $22.54K | 0 |
| Christina Wiater PAO | Aug 3, 2026 | Sale | −3 | $88.11 | $264 | 244 |
| Christina Wiater PAO | Aug 3, 2026 | Sale | −17,389 | $87.49 | $1.52M | 247 |
| Christina Wiater PAO | Aug 3, 2026 | Sale | −7,978 | $86.61 | $690.97K | 17,636 |
| & Co. Inc. Paulson 10% owner | Jun 17, 2026 | Sale | −1,900,000 | $77.25 | $146.78M | 5,843,282 |
| Barbara Trebbi Director | Jun 15, 2026 | Gift | +10,260 | – | – | 10,260 |
| Barbara Trebbi Director | Jun 15, 2026 | Gift | −10,260 | – | – | 28,797 |
| Robert J. Chersi Director | May 14, 2026 | Option exercise | +3,286 | – | – | 3,286 |
| Barbara Trebbi Director | May 14, 2026 | Option exercise | +3,286 | – | – | 39,057 |
| John Paulson Director, 10% owner | May 14, 2026 | Option exercise | +5,750 | – | – | 29,510 |
| Richard Jonathan Hart CLO and CAO | May 4, 2026 | Sale | −88,792 | $66.87 | $5.94M | 85,071 |
| Richard Jonathan Hart CLO and CAO | May 4, 2026 | Sale | −11,208 | $67.73 | $759.12K | 73,863 |
| Richard Jonathan Hart CLO and CAO | Feb 15, 2026 | Tax withholding | −4,618 | $51.85 | $239.44K | 173,863 |
| Richard Jonathan Hart CLO and CAO | Feb 15, 2026 | Option exercise | +9,550 | – | – | 178,481 |
| Christina Wiater PFO / PAO | Feb 15, 2026 | Tax withholding | −1,521 | $51.85 | $78.86K | 25,614 |
| Christina Wiater PFO / PAO | Feb 15, 2026 | Option exercise | +5,180 | – | – | 27,135 |
| Richard Jonathan Hart CLO and CAO | Feb 14, 2026 | Tax withholding | −2,782 | $51.85 | $144.25K | 168,931 |
| Richard Jonathan Hart CLO and CAO | Feb 14, 2026 | Option exercise | +5,755 | – | – | 171,713 |
| Christina Wiater PFO / PAO | Feb 14, 2026 | Option exercise | +4,006 | – | – | 23,131 |
| Christina Wiater PFO / PAO | Feb 14, 2026 | Tax withholding | −1,176 | $51.85 | $60.98K | 21,955 |
| Robert J. Chersi Director | Feb 11, 2026 | Sale | −28,753 | $51.30 | $1.48M | 37,384 |
| Barbara Trebbi Director | Feb 10, 2026 | Sale | −9,691 | $51.22 | $496.37K | 35,771 |
| & Co. Inc. Paulson 10% owner | Sep 3, 2025 | Sale | −1,206,839 | $47.69 | $57.55M | 7,743,282 |
| Robert J. Chersi Director | Jun 10, 2025 | Gift | −27,986 | – | – | 0 |
| Robert J. Chersi Director | Jun 10, 2025 | Gift | +27,986 | – | – | 66,137 |
| Barbara Trebbi Director | May 13, 2025 | Option exercise | +4,437 | – | – | 45,462 |
| Robert J. Chersi Director | May 13, 2025 | Option exercise | +4,437 | – | – | 27,986 |
| John Paulson Director, 10% owner | May 13, 2025 | Option exercise | +7,764 | – | – | 23,760 |
| Richard Jonathan Hart CLO and CAO | Feb 15, 2025 | Tax withholding | −5,944 | $25.69 | $152.70K | 165,958 |
| Richard Jonathan Hart CLO and CAO | Feb 15, 2025 | Option exercise | +16,124 | – | – | 171,902 |
| Christina Wiater PFO / PAO | Feb 15, 2025 | Tax withholding | −1,521 | $25.69 | $39.07K | 19,125 |
| Christina Wiater PFO / PAO | Feb 15, 2025 | Option exercise | +5,180 | – | – | 20,646 |
| Richard Jonathan Hart Chief Legal Officer | Nov 11, 2024 | Option exercise | +375,000 | $10.00 | $3.75M | 472,424 |
| Richard Jonathan Hart Chief Legal Officer | Nov 11, 2024 | Option exercise | +90,000 | $12.00 | $1.08M | 160,009 |
| Richard Jonathan Hart Chief Legal Officer | Nov 11, 2024 | Tax withholding | −246,646 | $29.25 | $7.21M | 225,778 |
| Richard Jonathan Hart Chief Legal Officer | Nov 11, 2024 | Sale | −70,000 | $28.52 | $2.00M | 155,778 |
| Richard Jonathan Hart Chief Legal Officer | Nov 11, 2024 | Tax withholding | −62,585 | $29.25 | $1.83M | 97,424 |
| Suren Rana President and CEO, Director | Sep 30, 2024 | Tax withholding | −509,241 | $25.40 | $12.93M | 371,726 |
| Suren Rana President and CEO, Director | Sep 30, 2024 | Option exercise | +750,000 | $10.00 | $7.50M | 880,967 |
| John Paulson Director, 10% owner | Jun 6, 2024 | Option exercise | +7,662 | – | – | 15,996 |
| Barbara Trebbi Director | Jun 6, 2024 | Option exercise | +4,379 | – | – | 41,025 |
| Robert J. Chersi Director | Jun 6, 2024 | Option exercise | +4,379 | – | – | 23,549 |
| Richard Jonathan Hart Chief Legal Officer | Feb 15, 2024 | Tax withholding | −3,468 | $21.95 | $76.12K | 70,009 |
| Richard Jonathan Hart Chief Legal Officer | Feb 15, 2024 | Option exercise | +11,815 | – | – | 73,477 |
| Christina Wiater PFO / PAO | Feb 15, 2024 | Tax withholding | −398 | $21.95 | $8.74K | 15,466 |
| Christina Wiater PFO / PAO | Feb 15, 2024 | Option exercise | +1,353 | – | – | 15,864 |
| Suren Rana President and CEO, Director | Feb 14, 2024 | Sale | −109,960 | $20.74 | $2.28M | 130,967 |
| Suren Rana President and CEO, Director | Feb 13, 2024 | Tax withholding | −304,040 | $21.75 | $6.61M | 240,927 |
| Suren Rana President and CEO, Director | Feb 13, 2024 | Option exercise | +414,000 | $12.00 | $4.97M | 544,967 |
| Robert J. Chersi Director | Jun 7, 2023 | Option exercise | +4,762 | – | – | 19,170 |
| Barbara Trebbi Director | Jun 7, 2023 | Option exercise | +4,762 | – | – | 36,646 |
| John Paulson Director, 10% owner | Jun 7, 2023 | Option exercise | +8,334 | – | – | 8,334 |
| Christina Wiater PFO / PAO | Mar 31, 2023 | Option exercise | +17,284 | – | – | 19,584 |
| Christina Wiater PFO / PAO | Mar 31, 2023 | Tax withholding | −5,073 | $23.58 | $119.62K | 14,511 |
| Richard Jonathan Hart Chief Legal Officer | Feb 15, 2023 | Option exercise | +7,497 | – | – | 63,864 |
| Richard Jonathan Hart Chief Legal Officer | Feb 15, 2023 | Tax withholding | −2,202 | $26.48 | $58.31K | 61,662 |
| Richard Jonathan Hart Chief Legal Officer | Feb 14, 2023 | Tax withholding | −1,473 | $25.87 | $38.11K | 56,367 |
| Richard Jonathan Hart Chief Legal Officer | Feb 14, 2023 | Option exercise | +5,017 | – | – | 57,840 |
| Christina Wiater PFO / PAO | Feb 14, 2023 | Option exercise | +680 | – | – | 2,500 |
| Christina Wiater PFO / PAO | Feb 14, 2023 | Tax withholding | −200 | $25.87 | $5.17K | 2,300 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wiater Christina Officer | Aug 4, 2026 | 244 | $22.53K | Aug 4, 2026 | IPO/DSP |
| Christina Wiater PFO/PAO | Aug 3, 2026 | 25,370 | $2.21M | Aug 3, 2026 | Retained Shares |
| & Co. Inc. Paulson 10% Stockholder, Director | Jun 17, 2026 | 1,900,000 | $157.17M | Jun 17, 2026 | Share exchange pursuant to scheme of arrangement under the laws of England and Wales among BrightSphere Investment Group plc and its shareholders consummated on July 12, 2019 |
| J. Hart Richard Officer | May 4, 2026 | 100,000 | $6.70M | May 4, 2026 | Restricted stock vesting under a registered plan |
| Barbara Trebbi Director | Feb 11, 2026 | 9,691 | $496.33K | Feb 9, 2026 | RETAINED SHARES |
| Robert J. Chersi Spouse | Feb 11, 2026 | 28,753 | $1.47M | Feb 11, 2026 | Stock Award |
| & Co. Inc. Paulson 10% Stockholder, Director | Sep 3, 2025 | 1,206,839 | $60.92M | Sep 3, 2025 | Share exchange pursuant to scheme of arrangement under the laws of England and Wales among BrightSphere Investment Group plc and its shareholders consummated on July 12, 2019 |
| Suren Rana Officer, Former President, CEO & Director | May 16, 2025 | 371,726 | $11.29M | May 16, 2025 | Restricted Stock Vestings |
| Richard Jonathan Hart Officer, Chief Legal Officer | Nov 14, 2024 | 70,000 | $2.00M | Nov 11, 2024 | Stock Option Exercise |
| Suren Rana Officer, President, CEO & Director | Feb 14, 2024 | 109,960 | $2.34M | Feb 14, 2024 | Stock Option Exercise |