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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 29 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FRSH FRESHWORKS-CL A Technology 1,076,982.0 $8.6M 0.01% +1.1M +6385.1% $8.03 +13.6%
562 BSY BENTLEY SYSTEM-B Technology 245,591.0 $8.6M 0.01% +211K +609.1% $35.12 -5.1%
563 TM TOYOTA MOTOR-ADR Consumer Cyclical 41,832.0 $8.6M 0.01% +35K +503.8% $206.09 -10.0%
564 SLS SELLAS LIFE SCIE Healthcare 2,037,162.0 $8.6M 0.01% +696K +52.0% $4.23 +79.4%
565 EC ECOPETROL-SP ADR Energy 570,295.0 $8.5M 0.01% +414K +265.8% $14.99 -6.5%
566 WTM WHITE MOUNTAINS Financial Services 3,878.0 $8.5M 0.01% +3K +253.2% $2196.96 -2.4%
567 KE KIMBALL ELECTRON Industrials 358,882.0 $8.5M 0.01% +174K +94.3% $23.69 -1.2%
568 RRR RED ROCK RESOR-A Consumer Cyclical 158,454.0 $8.5M 0.01% +60K +61.0% $53.36 -3.3%
569 EWT ISHARES MSCI TAI 118,951.0 $8.4M 0.01% +4K +3.4% $70.92 +29.6%
570 SMRT SMARTRENT INC Technology 5,610,709.0 $8.4M 0.01% +1.6M +41.5% $1.50 -23.3%
571 ALLO ALLOGENE THERAPE Healthcare 3,447,984.0 $8.4M 0.01% +3.2M +1107.4% $2.44 -22.1%
572 BCS BARCLAYS PLC-ADR Financial Services 387,768.0 $8.2M 0.01% +377K +3524.0% $21.16 +6.9%
573 ADT ADT INC Industrials 1,246,308.0 $8.2M 0.01% +1.0M +470.8% $6.57 +6.2%
574 CRWD CALL CROWDSTRIKE HO-A Technology 20,800.0 $8.1M 0.01% +11K +103.9% $390.41 +58.0%
575 PGNY PROGYNY INC Healthcare 476,394.0 $8.1M 0.01% +389K +445.9% $16.98 +44.9%
576 CRVS CORVUS PHARMACEU Healthcare 548,285.0 $8.0M 0.01% +332K +153.5% $14.63 -21.4%
577 DAVE INC 45,858.0 $8.0M 0.01% +10K +28.1% $174.09
578 VYX NCR VOYIX CORP Technology 1,252,211.0 $7.9M 0.01% +545K +77.0% $6.33 +2.4%
579 STUBHUB HOLDIN-A 1,269,754.0 $7.9M 0.01% +603K +90.4% $6.24
580 AMPY AMPLIFY ENERGY C Energy 1,257,152.0 $7.8M 0.01% +302K +31.7% $6.24 -17.0%
Page 29 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%