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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $100.4B AUM 6,623 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 928 New 1171 Added 969 Reduced 697 Exited
Page 24 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ESE ESCO TECH INC Technology 47,344.0 $13.3M 0.01% +23K +93.9% $281.37 +4.8%
462 KMX CARMAX INC Consumer Cyclical 319,573.0 $13.3M 0.01% +262K +456.4% $41.58 -12.8%
463 JBIO JADE BIOSCIENCES Healthcare 944,776.0 $13.3M 0.01% +70K +7.9% $14.05 +55.7%
464 NEXA NEXA RESOURCES Basic Materials 1,241,618.0 $13.1M 0.01% +264K +27.0% $10.59 +35.2%
465 TGLS TECNOGLASS INC Basic Materials 295,023.0 $13.1M 0.01% +241K +447.2% $44.55 -12.5%
466 ESTA ESTABLISHMENT LA Healthcare 231,428.0 $13.1M 0.01% +33K +16.7% $56.78 +15.4%
467 NWSA NEWS CORP-CL A Communication Services 526,815.0 $13.1M 0.01% +471K +836.3% $24.93 +5.3%
468 PNR PENTAIR PLC Industrials 149,499.0 $13.0M 0.01% +99K +196.4% $87.11 -17.4%
469 ARRY ARRAY TECHNOLOGI Energy 1,776,761.0 $12.8M 0.01% +1.3M +292.2% $7.23 +14.2%
470 SYBT STOCK YARDS BANC Financial Services 193,524.0 $12.8M 0.01% +16K +8.7% $66.29 +5.9%
471 LMND LEMONADE INC Financial Services 204,563.0 $12.8M 0.01% +164K +407.1% $62.68 -13.9%
472 EXLS EXLSERVICE HOLDI Technology 420,957.0 $12.8M 0.01% +380K +927.9% $30.45 -4.9%
473 AAXJ ISHAR ASIA EX-JP 133,116.0 $12.8M 0.01% +105K +380.0% $96.29 +17.6%
474 QLYS QUALYS INC Technology 143,501.0 $12.6M 0.01% +141K +5438.4% $87.85 +13.9%
475 PII POLARIS INC Consumer Cyclical 231,263.0 $12.6M 0.01% +32K +15.8% $54.50 +10.4%
476 ESS ESSEX PROPERTY Real Estate 51,421.0 $12.4M 0.01% +10K +22.9% $242.00 +12.7%
477 ALT ALTIMMUNE INC Healthcare 4,017,901.0 $12.4M 0.01% +3.1M +335.4% $3.08 -8.4%
478 BRBR BELLRING BRANDS Consumer Defensive 767,934.0 $12.4M 0.01% +237K +44.7% $16.09 -44.3%
479 GEHC GE HEALTHCARE Healthcare 172,005.0 $12.2M 0.01% +134K +350.4% $71.18 -13.5%
480 GPRE GREEN PLAINS INC Basic Materials 736,475.0 $12.1M 0.01% +645K +707.6% $16.45 -1.5%
Page 24 of 59  ·  1,171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Consumer Cyclical 16.0%
Healthcare 14.1%
Financial Services 9.9%
Industrials 7.6%
Communication Services 6.4%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%