13FPulse
中
AA

AAMI ACADIAN ASSET MANAGEMENT INC

2026Q2 · CUSIP 10948W103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
296
Institutions that reported holding it to the SEC
Net increase in holders
+41
Last quarter 255 → now 296
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

296 funds held AAMI at the end of 2026Q2, up 41 from the quarter before. That is stronger buying than 93.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $669M(YoY +24.2%), the P/E is 31.8x. AAMI has had 6 buying rushes in its history, and the price moved +14.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q3: holders=125 2019Q4: holders=142 2020Q1: holders=121 2020Q2: holders=135 2020Q3: holders=148 2020Q4: holders=163 2021Q1: holders=168 2021Q2: holders=166 2021Q3: holders=175 2021Q4: holders=178 2022Q1: holders=162 2022Q2: holders=151 2022Q3: holders=150 2022Q4: holders=144 2023Q1: holders=165 2023Q2: holders=155 2023Q3: holders=162 2023Q4: holders=171 2024Q1: holders=167 2024Q2: holders=165 2024Q3: holders=171 2024Q4: holders=178 2025Q1: holders=190 2025Q2: holders=217 2025Q3: holders=250 2025Q4: holders=256 2026Q1: holders=255 2026Q2: holders=296 -116 -58 +0 +58 +116 108210311 19Q320Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q3 Top 10% +26.2% +70.0%
2025Q2 Top 20% -8.2% +10.3%
2023Q1 Top 10% -5.9% -20.2%
2020Q3 Top 20% +4.3% +23.6%
2019Q3 Top 1% in the market +14.5% -10.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
156
Change in large funds
+18
Total value they hold
$2.6B
Funds buying for the first time
67
Funds that sold out entirely
26
Price change that quarter
+30.0%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
31.8
EPS (TTM)
$2.83
EPS YoY
+18.9%
Revenue (TTM)
$0.7B
Revenue YoY
+24.2%
Net margin
15.2%
ROE
—
Debt ratio
84.5%
FCF (TTM)
—
Dividend (TTM)
$0.22
Quarterly Revenue & EPS
2021-09-30: EPS 2.76 2021-12-31: EPS 0.53 2022-03-31: EPS 0.53 2022-06-30: EPS 0.67 2022-09-30: EPS 0.42 2022-12-31: EPS 0.72 2023-03-31: EPS 0.28 2023-06-30: EPS 0.27 2023-09-30: EPS 0.46 2023-12-31: EPS 0.54 2024-03-31: EPS 0.37 2024-06-30: EPS 0.29 2024-09-30: EPS 0.45 2024-12-31: EPS 1.11 2025-03-31: EPS 0.54 2025-06-30: EPS 0.28 2025-09-30: EPS 0.42 2025-12-31: EPS 0.97 2026-03-31: EPS 0.68 2026-06-30: EPS 0.76 0M 115M 230M $M 0.00 1.52 3.04 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 4 19 34 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-39M11M62M 202120222023202420252026
Latest quarter $36M (2023-06-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.