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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |