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  • FULLER & THALER ASSET MANAGEMENT, INC. (Data extracted from 13F, 13D, 13G and Form 4)

FULLER & THALER ASSET MANAGEMENT, INC.

AUM: $20.40 B
13-F Portfolio Value: $36.70 B
Last 13-F Filed: Q2 2026
Concentration in top 10: 12.98%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
AMCRAMCOR PLC1.83%15,501,286$671,980,7481,814,49413.26%$43.3513F
EXELEXELIXIS INC1.32%8,929,389$485,848,030387,1534.53%$54.4113F
FISFIDELITY NATL INFORMATION SV1.18%11,134,748$432,919,0168,186,672277.7%$38.8813F
ALABASTERA LABS INC1.13%857,286$414,086,42022,6262.71%$483.0213F
DOCNDIGITALOCEAN HLDGS INC1.13%2,631,342$413,199,67669,2982.7%$157.0313F
GTXGARRETT MOTION INC1.12%11,379,209$412,268,757481,6744.42%$36.2313F
GHGUARDANT HEALTH INC1.07%2,629,007$394,429,88478,6933.09%$150.0313F
EMEEMCOR GROUP INC0.99%439,676$364,878,252148,88651.2%$829.8813F
SAICSCIENCE APPLICATIONS INTL CO0.89%2,955,899$326,360,763255,8829.48%$110.4113F
MTCHMATCH GROUP INC NEW0.87%8,420,451$320,398,147673,8748.7%$38.0513F
ZBRAZEBRA TECHNOLOGIES CORPORATI0.87%1,208,889$318,252,162963,268392.18%$263.2613F
LKQLKQ CORP0.86%12,041,227$317,045,5022,099,08321.11%$26.3313F
AITAPPLIED INDL TECHNOLOGIES IN0.82%893,709$302,207,683331,03458.83%$338.1513F
MODMODINE MFG CO0.81%1,116,729$298,188,98835,0493.24%$267.0213F
AYIACUITY INC0.79%772,130$290,830,600222,48540.48%$376.6613F
AMGAFFILIATED MANAGERS GROUP0.79%857,756$290,264,58997,54312.83%$338.413F
VSATVIASAT INC0.73%2,998,539$269,298,822105,7793.66%$89.8113F
FTDRFRONTDOOR INC0.7%3,318,654$257,494,399676,74125.62%$77.5913F
CRUSCIRRUS LOGIC INC0.69%1,705,024$253,247,21298,5766.14%$148.5313F
EHCENCOMPASS HEALTH CORP0.68%2,460,657$248,723,177230,67810.34%$101.0813F
DVNDEVON ENERGY CORP NEW0.67%5,955,523$246,082,204377,4456.77%$41.3213F
AIZASSURANT INC0.66%896,364$240,700,495198,82928.5%$268.5313F
BTSGBRIGHTSPRING HEALTH SVCS INC0.64%3,360,970$234,394,064109,5793.37%$69.7413F
THGHANOVER INS GROUP INC0.64%1,089,705$233,327,57799,86810.09%$214.1213F
MSMMSC INDL DIRECT INC0.61%1,887,419$224,508,500101,8235.7%$118.9513F
CCKCROWN HLDGS INC0.6%1,952,978$218,382,043442,96429.34%$111.8213F
GPKGRAPHIC PACKAGING HLDG CO0.6%20,880,498$220,706,866564,9322.78%$10.5713F
PLXSPLEXUS CORP0.6%732,397$220,209,888143,61924.39%$300.6713F
SLGNSILGAN HLDGS INC0.58%4,559,188$211,500,7251,259,94738.19%$46.3913F
HWCHANCOCK WHITNEY CORPORATION0.57%2,809,258$209,907,720644,97729.8%$74.7213F
DCIDONALDSON INC0.56%2,298,083$206,298,883186,4708.83%$89.7713F
GNTXGENTEX CORP0.56%8,112,203$204,995,3591,003,52414.12%$25.2713F
REYNREYNOLDS CONSUMER PRODS INC0.55%7,571,293$203,289,224719,63610.5%$26.8513F
UGIUGI CORP NEW0.55%5,882,917$203,195,937540,54510.12%$34.5413F
RYNRAYONIER INC0.54%9,301,140$197,928,26111,4090.12%$21.2813F
FORMFORMFACTOR INC0.52%1,184,611$189,454,83447,2554.15%$159.9313F
ICUIICU MED INC0.52%1,298,127$190,305,41277,5886.36%$146.613F
INDVINDIVIOR PHARMACEUTICALS INC0.52%4,615,816$189,386,92486,2331.9%$41.0313F
DINOHF SINCLAIR CORP0.51%2,687,030$187,151,660436,84519.41%$69.6513F
RLRALPH LAUREN CORP0.51%470,044$188,680,33824,9295.6%$401.4113F
ZIONZIONS BANCORPORATION NATL AS0.5%2,649,694$183,332,30555,5572.14%$69.1913F
AWIARMSTRONG WORLD INDS INC NEW0.48%1,101,986$176,780,60960,6325.82%$160.4213F
CROXCROCS INC0.43%1,297,578$156,539,77746,9693.76%$120.6413F
OPCHOPTION CARE HEALTH INC0.43%7,450,698$156,241,136325,4184.57%$20.9713F
ELANELANCO ANIMAL HEALTH INC0.42%6,240,240$153,572,314225,1763.74%$24.6113F
FHIFEDERATED HERMES INC0.4%2,670,077$147,441,63522,3510.84%$55.2213F
MMSMAXIMUS INC0.4%2,702,710$145,297,688621,24429.85%$53.7613F
HNGEHINGE HEALTH INC0.39%1,712,507$142,138,12257,3093.46%$8313F
TTEKTETRA TECH INC NEW0.39%4,921,268$142,175,4181,606,82548.48%$28.8913F
VSXYVICTORIAS SECRET AND CO0.39%1,712,420$142,952,81654,1993.27%$83.4813F
APLEAPPLE HOSPITALITY REIT INC0.38%8,295,354$139,444,899890,94512.03%$16.8113F
BDCBELDEN INC0.38%1,176,261$141,045,444125,93411.99%$119.9113F
XMTRXOMETRY INC0.38%1,430,549$138,076,62191,1246.8%$96.5213F
ACIWACI WORLDWIDE INC0.37%2,732,368$137,410,799582,55927.1%$50.2913F
ECGEVERUS CONSTR GROUP0.37%808,959$134,246,67937,1484.81%$165.9513F
SITMSITIME CORP0.37%183,771$137,012,4105,5163.09%$745.5613F
SRSPIRE INC0.36%1,678,028$131,037,22130,0751.82%$78.0913F
VIAVVIAVI SOLUTIONS INC0.36%2,746,116$131,127,02386,9233.27%$47.7513F
VSECVSE CORP0.35%556,285$127,111,1776,3861.16%$228.513F
CGNXCOGNEX CORP0.34%1,747,614$126,562,20890,7995.48%$72.4213F
JBLJABIL INC0.34%326,019$125,673,92941,26714.49%$385.4813F
MATXMATSON INC0.34%648,405$124,642,96335,1645.73%$192.2313F
VNTVONTIER CORPORATION0.34%4,313,572$125,093,586352,6288.9%$2913F
MEDPMEDPACE HLDGS INC0.33%230,555$122,099,877156,900213.02%$529.5913F
WTFCWINTRUST FINL CORP0.33%764,128$122,810,613113,52817.45%$160.7213F
HALOHALOZYME THERAPEUTICS INC0.32%1,491,004$116,700,91025,7211.76%$78.2713F
MUSAMURPHY USA INC0.31%212,229$114,364,07880,64061.28%$538.8713F
FCFSFIRSTCASH HOLDINGS INC0.3%502,549$108,711,4295,5411.11%$216.3213F
AIRAAR CORP0.29%742,076$106,064,86623,9863.34%$142.9313F
GFFGRIFFON CORP0.29%1,076,994$105,039,24174,9817.48%$97.5313F
PRIPRIMERICA INC0.29%372,901$105,978,54953,60016.79%$284.213F
CHECHEMED CORP NEW0.28%219,988$102,457,07792,59572.68%$465.7413F
KMPRKEMPER CORP0.28%3,783,919$102,014,45586,2012.33%$26.9613F
SKYCHAMPION HOMES INC0.28%1,170,868$103,176,91843,3333.84%$88.1213F
SFSTIFEL FINL CORP0.27%1,437,487$100,293,498218,50517.93%$69.7713F
TERTERADYNE INC0.27%205,682$99,517,41411,5535.95%$483.8413F
ENSGENSIGN GROUP INC0.26%593,069$95,068,99719,4973.4%$160.313F
AGXARGAN INC0.25%116,481$93,015,8211,6191.41%$798.5513F
ZWSZURN ELKAY WATER SOLNS CORP0.25%1,794,463$90,674,20220,1481.14%$50.5313F
BFAMBRIGHT HORIZONS FAM SOL IN D0.24%1,227,000$86,969,74950,3614.28%$70.8813F
FFINFIRST FINL BANKSHARES INC0.24%2,551,339$88,276,335359,57016.41%$34.613F
FIVEFIVE BELOW INC0.24%494,683$88,939,00715,9533.33%$179.7913F
GMEDGLOBUS MED INC0.24%1,114,484$88,055,39312,9161.17%$79.0113F
MASMASCO CORP0.24%1,101,981$89,668,197383,29853.33%$81.3713F
VCYTVERACYTE INC0.24%1,509,749$88,667,53595,3876.74%$58.7313F
COKECOCA COLA CONS INC0.23%435,030$83,055,984163,91860.46%$190.9213F
FCNCAFIRST CTZNS BANCSHARES INC D0.23%41,023$85,361,07016,61168.04%$2080.8113F
RSIRUSH STREET INTERACTIVE INC0.23%2,801,508$83,316,83993,1513.44%$29.7413F
DGDOLLAR GEN CORP0.22%717,210$82,558,021275,23862.27%$115.1113F
EXPEEXPEDIA GROUP INC0.22%314,394$80,447,197114,37157.18%$255.8813F
IRTCIRHYTHM HOLDINGS INC0.22%685,496$81,539,75110,7981.6%$118.9513F
RAMPLIVERAMP HLDGS INC0.22%2,109,923$79,417,516229,67312.22%$37.6413F
TDCTERADATA CORP DEL0.22%2,377,892$82,393,94284,2243.67%$34.6513F
DAVEDAVE INC0.21%205,552$76,586,7773,5391.75%$372.5913F
EBAYEBAY INC.0.21%704,681$78,748,152223,35246.4%$111.7513F
TILEINTERFACE INC0.21%2,140,650$76,720,905257,16613.65%$35.8413F
NYTNEW YORK TIMES CO MTN BE0.21%1,086,185$76,011,254440,76068.29%$69.9813F
SYFSYNCHRONY FINANCIAL0.21%1,019,277$77,516,045293,74240.49%$76.0513F
BILLBILL HOLDINGS INC0.2%2,053,400$74,250,95457,1852.86%$36.1613F
MATMATTEL INC0.2%5,276,858$73,242,7833,628,720220.17%$13.8813F
WRBYWARBY PARKER INC0.2%2,397,130$72,728,93484,1933.64%$30.3413F
BBWIBATH & BODY WORKS INC0.19%3,089,344$71,456,527751,40532.14%$23.1313F
VISNVISTANCE NETWORKS INC0.19%5,358,447$68,480,957171,8163.31%$12.7813F
FCFFIRST COMWLTH FINL CORP PA0.19%3,369,834$68,508,727649,63323.88%$20.3313F
UCTTULTRA CLEAN HLDGS INC0.19%492,608$70,241,00917,5353.69%$142.5913F
WATWATERS CORP0.19%190,721$71,528,16163,66250.1%$375.0413F
DECKDECKERS OUTDOOR CORP0.18%668,276$66,353,154181,56637.3%$99.2913F
LBRTLIBERTY ENERGY INC0.18%2,564,227$67,157,11186,2093.48%$26.1913F
LRNSTRIDE INC0.18%745,346$64,278,64729,0064.05%$86.2413F
AXTAAXALTA COATING SYS LTD0.18%1,949,975$66,728,128290,16517.48%$34.2213F
FFBC1ST FINL BANCORP0.17%1,891,413$63,986,50673,2144.03%$33.8313F
KTBKONTOOR BRANDS INC0.17%758,737$63,233,101457,268151.68%$83.3413F
TTANSERVICETITAN INC0.17%899,655$63,614,58133,3583.85%$70.7113F
AMATAPPLIED MATLS INC0.16%83,302$60,227,2583960.48%$72313F
COLLCOLLEGIUM PHARMACEUTICAL INC0.16%1,632,781$59,106,662133,1978.88%$36.213F
EVTCEVERTEC INC0.16%2,059,589$57,215,382224,64412.24%$27.7813F
EXLSEXLSERVICE HLDGS INC0.16%2,242,801$57,998,83384,4733.91%$25.8613F
KLACKLA CORP0.16%190,910$57,599,469172,940962.38%$301.7113F
ORLYOREILLY AUTOMOTIVE INC0.16%619,954$57,091,534257,52071.05%$92.0913F
PHPARKER-HANNIFIN CORP0.16%61,036$59,700,14928,72688.91%$978.1113F
ROSTROSS STORES INC0.16%269,111$57,280,24290,45450.63%$212.8513F
CTASCINTAS CORP0.15%324,401$55,174,086132,33968.9%$170.0813F
ECLECOLAB INC0.15%198,765$55,377,78288,51880.29%$278.6113F
NMIHNMI HLDGS INC0.15%1,314,375$54,007,676243,79522.77%$41.0913F
NAVNNAVAN INC0.15%2,431,172$55,600,90652,8052.22%$22.8713F
UNPUNION PAC CORP0.15%209,035$56,857,40773,97754.77%$27213F
DIODDIODES INC0.13%443,716$48,560,27115,5463.63%$109.4413F
ALGTALLEGIANT TRAVEL CO0.12%387,662$45,589,016384,02010544.2%$117.613F
MDPEDIATRIX MEDICAL GROUP INC0.12%1,721,451$43,604,361492,02040.02%$25.3313F
MCRIMONARCH CASINO & RESORT INC0.12%340,321$44,789,58846,31115.75%$131.6113F
RELYREMITLY GLOBAL INC0.12%1,978,792$44,344,71843,6912.26%$22.4113F
WKWORKIVA INC0.12%943,485$45,768,47121,3182.31%$48.5113F
FSLYFASTLY INC0.11%2,190,081$40,209,88029,5341.37%$18.3613F
LKFNLAKELAND FINL CORP0.11%679,655$41,948,287351,573107.16%$61.7213F
CHRDCHORD ENERGY CORPORATION0.11%344,818$39,412,73613,3814.04%$114.313F
CELHCELSIUS HLDGS INC0.1%1,224,917$35,865,5805,7490.47%$29.2813F
EXPEAGLE MATLS INC0.1%165,445$37,225,1436,6524.19%$22513F
LZBLA Z BOY INC0.1%913,305$36,641,810228,73733.41%$40.1213F
AVNTAVIENT CORPORATION0.09%846,958$31,303,56246,9175.86%$36.9613F
BANFBANCFIRST CORP0.09%281,297$31,260,53211,3594.21%$111.1313F
PEGAPEGASYSTEMS INC0.09%1,109,158$33,241,46740,0243.74%$29.9713F
VCTRVICTORY CAP HLDGS INC DEL0.09%379,372$31,890,02714,2463.9%$84.0613F
GPNGLOBAL PMTS INC0.08%389,935$28,293,64816,3144.37%$72.5613F
MLIMUELLER INDS INC0.08%242,696$29,834,62531,53914.94%$122.9313F
NBTBNBT BANCORP INC0.08%578,914$28,580,978175,41743.47%$49.3713F
NBIXNEUROCRINE BIOSCIENCES INC0.08%179,149$30,192,00191,799105.09%$168.5313F
OCOWENS CORNING NEW0.08%183,688$29,199,04570,97862.97%$158.9613F
AATAMERICAN ASSETS TR INC0.07%1,019,791$25,178,639424,03171.17%$24.6913F
CLHCLEAN HARBORS INC0.07%83,198$24,855,50928,94553.35%$298.7513F
DFINDONNELLEY FINL SOLUTIONS INC0.07%629,252$26,397,133166,58036%$41.9513F
MZTIMARZETTI COMPANY0.07%214,286$24,462,895126,019142.77%$114.1613F
NSANATIONAL STORAGE AFFILIATES0.07%538,791$23,960,051221,51869.82%$44.4713F
PRGSPROGRESS SOFTWARE CORP0.07%795,068$26,698,379159,85625.17%$33.5813F
QCRHQCR HLDGS INC0.07%246,312$23,978,479105,03874.35%$97.3513F
SFMSPROUTS FMRS MKT INC0.07%303,566$25,675,58712,0194.12%$84.5813F
WTSWATTS WATER TECHNOLOGIES INC0.07%70,161$27,464,43426,64261.22%$391.4513F
AKAMAKAMAI TECHNOLOGIES INC0.06%175,564$20,753,37252,67042.86%$118.2113F
BLKBBLACKBAUD INC0.06%713,034$21,120,05528,5274.17%$29.6213F
BROBROWN & BROWN INC0.06%345,739$22,179,16072,05526.33%$64.1513F
GGGGRACO INC0.06%281,525$21,286,109101,09456.03%$75.6113F
HLNEHAMILTON LANE INC0.06%267,996$21,126,111147,002121.5%$78.8313F
HWKNHAWKINS INC0.06%148,139$21,050,5441,5681.07%$142.113F
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STLDSTEEL DYNAMICS INC0.06%103,305$23,704,45535,88653.23%$229.4613F
ALLEALLEGION PLC0.06%160,606$22,563,57065,93069.64%$140.4913F
TNKTEEKAY TANKERS LTD0.06%333,076$21,606,66412,5813.93%$64.8713F
BBWBUILD-A-BEAR WORKSHOP INC0.05%612,282$18,741,9649470.15%$30.6113F
ITGRINTEGER HLDGS CORP0.05%199,473$18,640,7567,6443.98%$93.4513F
ORIOLD REP INTL CORP0.05%455,061$18,621,098183,29267.44%$40.9213F
GLPIGAMING & LEISURE P0.04%309,289$13,772,632131,15673.63%$44.5313F
LDOSLEIDOS HOLDINGS INC0.04%129,327$13,316,78047,23157.53%$102.9713F
NTAPNETAPP INC0.04%94,190$14,576,88418,56424.55%$154.7613F
PHMPULTE GROUP INC0.04%112,936$15,495,90244,13364.14%$137.2113F
ROPROPER TECHNOLOGIES INC0.04%39,735$13,445,9609,50231.43%$338.3913F
SSNCSS&C TECH HLDGS0.04%224,041$13,901,715107,86992.85%$62.0513F
UHALBU HAUL HOLDING COMPANY0.03%218,963$12,634,1898,2613.92%$57.713F
AMTAMERICAN TOWER CORP0.03%63,457$10,379,7103630.58%$163.5713F
KMXCARMAX INC0.03%190,979$10,100,9001,8650.99%$52.8913F
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SWSMURFIT WESTROCK PLC0.03%227,829$10,539,3841,2230.54%$46.2613F
OECORION S.A.0.03%1,643,929$10,899,248256,27218.47%$6.6313F
DGXQUEST DIAGNOSTICS INC0.02%31,605$6,698,6106,68326.82%$211.9513F
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BIIBBIOGEN INC0.01%17,156$3,706,7251,91712.58%$216.0613F
CMICUMMINS INC0.01%7,064$5,038,1152063%$713.2113F
GWWWW GRAINGER INC0.01%2,746$3,735,65837015.57%$1360.413F
PSAPUBLIC STORAGE0.01%13,143$4,183,405650.5%$318.313F
SHWSHERWIN WILLIAMS CO0.01%15,400$5,302,402910.59%$344.3113F
FTITECHNIPFMC PLC0.01%79,480$5,269,52410,29514.88%$66.313F
ULTAULTA BEAUTY INC0.00921%7,495$3,380,09575511.2%$450.9813F
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POWIPOWER INTEGRATIONS INC0.00905%39,654$3,321,3857,96925.15%$83.7613F
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CFCF INDUSTRIES HOLD0.00842%28,551$3,090,9313,29513.05%$108.2613F
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EWBCEAST WEST BANCORP INC0.00686%19,491$2,516,05110,270111.38%$129.0913F
CWCURTISS WRIGHT CORP0.00666%3,224$2,443,018401.26%$757.7613F
CBRECBRE GROUP INC0.00657%17,895$2,410,2781,0055.95%$134.6913F
MSCIMSCI INC0.00631%4,135$2,315,76540510.86%$560.0413F
AAGILENT TECHNOLOGIES INC0.00629%17,377$2,308,1877,63578.37%$132.8313F
FFIVF5 INC0.00627%5,529$2,299,8432,42378.01%$415.9613F
DOXAMDOCS LTD0.00627%45,545$2,301,8428771.96%$50.5413F
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KEYSKEYSIGHT TECHNOLOGIES INC0.00583%6,116$2,141,0282,51169.65%$350.0713F
CASYCASEYS GEN STORES INC0.00553%2,553$2,029,0991255.15%$794.7913F
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PPGPPG INDS INC0.00419%12,665$1,536,1381,30511.49%$121.2913F
LHLABCORP HOLDINGS INC0.00382%5,001$1,400,28060013.63%$28013F
WWDWOODWARD INC0.00371%3,199$1,360,98388238.07%$425.4413F
TPRTAPESTRY INC0.00365%9,160$1,340,8412,32434%$146.3813F
PRCHPORCH GROUP INC0.00331%80,760$1,214,6306,4558.69%$15.0413F
EBSEMERGENT BIOSOLUTIONS INC0.00258%112,965$946,647550.05%$8.3813F
TOLTOLL BROTHERS INC0.00234%5,221$860,1601,50040.31%$164.7513F
DKDELEK US HLDGS INC NEW0.00228%16,483$837,5011,94013.34%$50.8113F
TXRHTEXAS ROADHOUSE INC0.00216%4,097$791,6631,71071.64%$193.2313F
STRZSTARZ ENTERTAINMENT CORP.0.00214%27,265$786,8681950.72%$28.8613F
AMRCAMERESCO INC0.00213%28,341$782,2121,5005.59%$27.613F
GEHCGE HEALTHCARE TECHNOLOGIES I0.00202%11,567$740,4044,85772.38%$64.0113F
GENIGENIUS SPORTS LIMITED0.00184%111,334$674,68434,57845.05%$6.0613F
GOGROCERY OUTLET HLDG CORP0.00182%66,779$666,45419,10240.07%$9.9813F
LASRNLIGHT INC0.00178%9,385$653,3841,31516.29%$69.6213F
TXTTEXTRON INC0.0017%6,807$624,4062,32551.87%$91.7313F
ACVAACV AUCTIONS INC0.00161%82,278$591,57916,67825.42%$7.1913F
WYWEYERHAEUSER CO0.00132%20,275$485,3846,45046.65%$23.9413F
NXDTNEXPOINT DIVERSIFIED REL ET0.00131%92,857$481,9281,6861.85%$5.1913F