Acadian Asset Management Inc. (AAMI) shareholders
AAMINYSEInvestment AdviceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 7/3069% above fair value
$94.98−0.14 (-0.15%)
Close on Nov 13, 2026Market cap $3.37BP/E 27.9Yield 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 LP Joint filing with Azora Capital GP LLC (5.40%), Ravi Chopra (5.40%) | 2,028,358 | 5.40% | 13G (passive) | Sep 30, 2024 |
| Invesco Ltd. | 1,989,483 | 5.60% | 13G (passive) | Sep 30, 2026 |
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)
289 funds held AAMI in Q2 2026, 52% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
55.45%
2M shares short
Days to cover
4.2
At 0M shares a day
Change since last report
-8.9%
From 2M shares
Short volume, 20 days
54.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Acadian Asset Management's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,805 shares on Sep 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Christina Wiater 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 |
| Richard Jonathan Hart 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 |
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