FULLER & THALER ASSET MANAGEMENT, INC.
SAN MATEO CA · SEC CIK 0001082327
$297.02亿2026Q1 申报市值
497持仓数
13.2%前十大占比 · 第一大 1.8%
54 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMCR 新建仓+$5.44亿
SUPN 新建仓+$1.38亿
FIS 加仓+$1.04亿
TTEK 新建仓+$9,983.10万
ECG 新建仓+$9,112.00万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$9.53亿
Amcor Plc 清仓-$4.99亿
DOC 减仓-$4.94亿
KEY 减仓-$4.70亿
FIX 减仓-$4.63亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Amcor Plc | $0 | 0.00% | 0 | -11,973,249 | -100.0% | -$4.99亿 | 清仓 |
| — | Indivior Plc | $0 | 0.00% | 0 | -12,743,068 | -100.0% | -$4.57亿 | 清仓 |
| U | Unity Software Inc | $0 | 0.00% | 0 | -5,455,296 | -100.0% | -$2.41亿 | 清仓 |
| — | Rev Group Inc | $0 | 0.00% | 0 | -3,796,880 | -100.0% | -$2.31亿 | 清仓 |
| — | Cadence Bank | $0 | 0.00% | 0 | -5,329,570 | -100.0% | -$2.28亿 | 清仓 |
| ZETA | Zeta Global Holdings Corp Cl A | $0 | 0.00% | 0 | -8,054,710 | -100.0% | -$1.64亿 | 清仓 |
| PII | Polaris Inc | $0 | 0.00% | 0 | -2,575,408 | -100.0% | -$1.63亿 | 清仓 |
| LYFT | Lyft Inc Cl A | $0 | 0.00% | 0 | -8,279,636 | -100.0% | -$1.60亿 | 清仓 |
| BIO | Bio Rad Laboratories Inc Cl A | $0 | 0.00% | 0 | -519,154 | -100.0% | -$1.57亿 | 清仓 |
| QLYS | Qualys Inc | $0 | 0.00% | 0 | -1,182,716 | -100.0% | -$1.57亿 | 清仓 |
| LTH | Life Time Group Holdings Inc Common | $0 | 0.00% | 0 | -5,788,482 | -100.0% | -$1.54亿 | 清仓 |
| COCO | Vita Coco Co Inc | $0 | 0.00% | 0 | -2,763,314 | -100.0% | -$1.46亿 | 清仓 |
| INSP | Inspire Med Systems Inc | $0 | 0.00% | 0 | -1,336,198 | -100.0% | -$1.23亿 | 清仓 |
| AMBA | Ambarella Inc | $0 | 0.00% | 0 | -1,696,184 | -100.0% | -$1.20亿 | 清仓 |
| FRSH | Freshworks Inc Class A | $0 | 0.00% | 0 | -9,497,970 | -100.0% | -$1.16亿 | 清仓 |
| CALX | Calix Inc | $0 | 0.00% | 0 | -2,188,346 | -100.0% | -$1.16亿 | 清仓 |
| ESTC | Elastic Nv Ord | $0 | 0.00% | 0 | -1,455,526 | -100.0% | -$1.10亿 | 清仓 |
| INTA | Intapp Inc | $0 | 0.00% | 0 | -2,269,394 | -100.0% | -$1.04亿 | 清仓 |
| KSS | Kohls Corp | $0 | 0.00% | 0 | -4,879,554 | -100.0% | -$9,959.17万 | 清仓 |
| — | Onestream Inc Cl A | $0 | 0.00% | 0 | -5,184,764 | -100.0% | -$9,529.60万 | 清仓 |
| — | Topbuild Corp | $0 | 0.00% | 0 | -220,870 | -100.0% | -$9,214.50万 | 清仓 |
| — | Tegna Inc | $0 | 0.00% | 0 | -4,467,324 | -100.0% | -$8,671.07万 | 清仓 |
| CVLT | Commvault Systems Inc | $0 | 0.00% | 0 | -643,182 | -100.0% | -$8,062.93万 | 清仓 |
| KMT | Kennametal Inc | $0 | 0.00% | 0 | -2,581,740 | -100.0% | -$7,334.72万 | 清仓 |
| PTON | Peloton Interactive Inc Cl A | $0 | 0.00% | 0 | -11,526,212 | -100.0% | -$7,100.15万 | 清仓 |
| ZD | Ziff Davis Inc | $0 | 0.00% | 0 | -1,721,164 | -100.0% | -$6,049.89万 | 清仓 |
| OZK | Bank Ozk | $0 | 0.00% | 0 | -967,556 | -100.0% | -$4,452.69万 | 清仓 |
| TNC | Tennant Co | $0 | 0.00% | 0 | -506,010 | -100.0% | -$3,729.30万 | 清仓 |
| MTB | M & T Bank Corp | $0 | 0.00% | 0 | -52,434 | -100.0% | -$1,056.45万 | 清仓 |
| GDOT | Green Dot Corp Cl A | $0 | 0.00% | 0 | -138,848 | -100.0% | -$177.86万 | 清仓 |
| FTRE | Fortrea Holdings Inc Common Stock | $0 | 0.00% | 0 | -102,230 | -100.0% | -$176.35万 | 清仓 |
| GIL | Gildan Activewear Inc | $0 | 0.00% | 0 | -28,182 | -100.0% | -$176.02万 | 清仓 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | -2,464 | -100.0% | -$139.91万 | 清仓 |
| — | Clear Channel Outdoor Holdings In | $0 | 0.00% | 0 | -613,400 | -100.0% | -$135.56万 | 清仓 |
| OMCL | Omnicell | $0 | 0.00% | 0 | -26,922 | -100.0% | -$121.96万 | 清仓 |
| TXNM | TXNM Energy Inc Com | $0 | 0.00% | 0 | -19,468 | -100.0% | -$114.63万 | 清仓 |
| CRNC | Cerence Inc | $0 | 0.00% | 0 | -93,210 | -100.0% | -$99.64万 | 清仓 |
| TAP | Molson Coors Beverage Co Cl B | $0 | 0.00% | 0 | -21,290 | -100.0% | -$99.38万 | 清仓 |
| SMTC | Semtech Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Confluent Inc Class A | $0 | 0.00% | 0 | -30,194 | -100.0% | -$91.31万 | 清仓 |
| IJJ | IShares S&P Mid-Cap 400 V ETF | $0 | 0.00% | 0 | -6,818 | -100.0% | -$89.72万 | 清仓 |
| SPT | Sprout Social Inc Cl A | $0 | 0.00% | 0 | -78,158 | -100.0% | -$88.08万 | 清仓 |
| — | Skywater Technology Inc | $0 | 0.00% | 0 | -47,468 | -100.0% | -$86.20万 | 清仓 |
| LIND | Lindblad Expeditions Holdings Inc | $0 | 0.00% | 0 | -58,960 | -100.0% | -$85.02万 | 清仓 |
| DAKT | Daktronics Inc | $0 | 0.00% | 0 | -41,450 | -100.0% | -$81.95万 | 清仓 |
| LZ | Legalzoom Com Inc Com | $0 | 0.00% | 0 | -82,230 | -100.0% | -$81.65万 | 清仓 |
| URBN | Urban Outfitters Inc | $0 | 0.00% | 0 | -10,434 | -100.0% | -$78.53万 | 清仓 |
| MRCY | Mercury Systems Inc | $0 | 0.00% | 0 | -10,742 | -100.0% | -$78.43万 | 清仓 |
| BGS | B & G Foods Inc | $0 | 0.00% | 0 | -177,650 | -100.0% | -$76.39万 | 清仓 |
| NUE | Nucor Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RPAY | Repay Holdings Corp Cl A | $0 | 0.00% | 0 | -169,960 | -100.0% | -$62.04万 | 清仓 |
| RPD | Rapid7 Inc | $0 | 0.00% | 0 | -36,272 | -100.0% | -$55.13万 | 清仓 |
| — | Hain Celestial Group Inc | $0 | 0.00% | 0 | -484,586 | -100.0% | -$51.85万 | 清仓 |
| ZUMZ | Zumiez Inc | $0 | 0.00% | 0 | -19,866 | -100.0% | -$51.75万 | 清仓 |
| — | Sealed Air CP New | $0 | 0.00% | 0 | -12,490 | -100.0% | -$51.75万 | 清仓 |
| — | Qorvo Inc Com | $0 | 0.00% | 0 | -5,146 | -100.0% | -$43.48万 | 清仓 |
| — | Sunpower Inc Com | $0 | 0.00% | 0 | -138,800 | -100.0% | -$21.79万 | 清仓 |
| — | RED ROBIN GOURMET BURGERS IN | $22.13万 | 0.00% | 75,535 | -73,835 | -49.4% | -$21.63万 | 减仓 |
| EOLS | EVOLUS INC | $22.82万 | 0.00% | 55,513 | 55,513 | — | $22.82万 | 新建仓 |
| EGHT | 8X8 INC NEW | $23.52万 | 0.00% | 141,680 | 141,680 | — | $23.52万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $23.60万 | 0.00% | 29,795 | -28,995 | -49.3% | -$22.96万 | 减仓 |
| IDXX | IDEXX LABS INC | $24.39万 | 0.00% | 434 | -434 | -50.0% | -$24.39万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $24.49万 | 0.00% | 2,005 | -2,005 | -50.0% | -$24.49万 | 减仓 |
| HNRG | HALLADOR ENERGY COMPANY | $26.23万 | 0.00% | 16,112 | 16,112 | — | $26.23万 | 新建仓 |
| GOGO | GOGO INC | $26.27万 | 0.00% | 65,336 | -61,036 | -48.3% | -$24.54万 | 减仓 |
| FWRD | FORWARD AIR CORP | $27.15万 | 0.00% | 16,245 | -15,945 | -49.5% | -$26.64万 | 减仓 |
| — | ACV AUCTIONS INC | $27.81万 | 0.00% | 65,600 | -61,400 | -48.3% | -$26.03万 | 减仓 |
| SONO | SONOS INC | $28.00万 | 0.00% | 20,898 | -45,952 | -68.7% | -$61.58万 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $28.10万 | 0.00% | 25,758 | 25,758 | — | $28.10万 | 新建仓 |
| — | SMITH DOUGLAS HOMES CORP | $28.54万 | 0.00% | 22,295 | -21,695 | -49.3% | -$27.77万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $29.12万 | 0.00% | 53,921 | 53,921 | — | $29.12万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $29.45万 | 0.00% | 9,635 | 9,635 | — | $29.45万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $29.51万 | 0.00% | 3,642 | 3,642 | — | $29.51万 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $29.61万 | 0.00% | 8,952 | 8,952 | — | $29.61万 | 新建仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $29.77万 | 0.00% | 99,244 | 99,244 | — | $29.77万 | 新建仓 |
| PUBM | PUBMATIC INC | $30.05万 | 0.00% | 36,736 | -18,934 | -34.0% | -$15.49万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $30.19万 | 0.00% | 5,307 | 5,307 | — | $30.19万 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $31.13万 | 0.00% | 27,070 | -26,170 | -49.2% | -$30.10万 | 减仓 |
| FUBO | FUBOTV INC | $31.30万 | 0.00% | 33,088 | 33,088 | — | $31.30万 | 新建仓 |
| OPRT | OPORTUN FINL CORP | $31.37万 | 0.00% | 68,047 | 68,047 | — | $31.37万 | 新建仓 |
| IJT | ISHARES TR | $31.79万 | 0.00% | 2,197 | -8,283 | -79.0% | -$119.84万 | 减仓 |
| INSE | INSPIRED ENTMT INC | $31.93万 | 0.00% | 44,786 | -21,150 | -32.1% | -$15.08万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $31.97万 | 0.00% | 91,081 | 91,081 | — | $31.97万 | 新建仓 |
| FOSL | FOSSIL GROUP INC | $31.98万 | 0.00% | 74,208 | -49,797 | -40.2% | -$21.46万 | 重新持有 |
| PAYS | PAYSIGN INC | $33.34万 | 0.00% | 56,502 | 56,502 | — | $33.34万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $33.61万 | 0.00% | 47,677 | 47,677 | — | $33.61万 | 新建仓 |
| WY | WEYERHAEUSER CO | $33.77万 | 0.00% | 13,825 | -13,825 | -50.0% | -$33.77万 | 减仓 |
| — | CALAVO GROWERS INC | $33.94万 | 0.00% | 13,160 | -13,160 | -50.0% | -$33.94万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $34.00万 | 0.00% | 76,756 | 76,756 | — | $34.00万 | 新建仓 |
| NEO | NEOGENOMICS INC | $34.08万 | 0.00% | 45,930 | -43,630 | -48.7% | -$32.37万 | 减仓 |
| SWIM | LATHAM GROUP INC | $34.21万 | 0.00% | 63,702 | 63,702 | — | $34.21万 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $34.38万 | 0.00% | 49,750 | -49,750 | -50.0% | -$34.38万 | 减仓 |
| AFL | AFLAC INC | $35.38万 | 0.00% | 3,225 | -3,225 | -50.0% | -$35.38万 | 减仓 |
| GPRE | GREEN PLAINS INC | $35.95万 | 0.00% | 21,857 | 21,857 | — | $35.95万 | 新建仓 |
| PSX | PHILLIPS 66 | $36.00万 | 0.00% | 1,976 | -1,976 | -50.0% | -$36.00万 | 减仓 |
| MNRO | MONRO INC | $36.92万 | 0.00% | 23,016 | 23,016 | — | $36.92万 | 新建仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $38.03万 | 0.00% | 6,875 | 6,875 | — | $38.03万 | 新建仓 |
| — | BEAZER HOMES USA INC | $38.35万 | 0.00% | 19,935 | -19,535 | -49.5% | -$37.59万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $38.56万 | 0.00% | 1,967 | -6,033 | -75.4% | -$118.27万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $38.69万 | 0.00% | 69,716 | 69,716 | — | $38.69万 | 新建仓 |