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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 34 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 JJSF J & J SNACK FOOD Consumer Defensive 71,276.0 $5.7M 0.01% +61K +622.5% $79.27 -8.5%
662 TENAX THERAPEUTI 352,572.0 $5.6M 0.01% +54K +18.2% $15.99
663 MAREX GROUP PLC 125,494.0 $5.6M 0.01% +11K +9.7% $44.58
664 OGN ORGANON & CO Healthcare 933,176.0 $5.6M 0.01% +493K +112.1% $5.99 +124.0%
665 SHLS SHOALS TECHNOL-A Energy 844,255.0 $5.6M 0.01% +676K +401.8% $6.58 +41.0%
666 SUTRO BIOPHARMA 222,634.0 $5.5M 0.01% +137K +160.0% $24.91
667 MTSI MACOM TECHNOLOGY Technology 24,972.0 $5.5M 0.01% +22K +869.4% $222.07 +61.7%
668 EDU NEW ORIENTAL-ADR Consumer Defensive 97,913.0 $5.5M 0.01% +33K +51.1% $56.63 -10.9%
669 ANGO ANGIODYNAMICS IN Healthcare 485,504.0 $5.5M 0.01% +201K +70.5% $11.37 +3.9%
670 HCSG HEALTHCARE SERVS Healthcare 296,436.0 $5.5M 0.01% +182K +158.6% $18.55 +12.1%
671 RHI ROBERT HALF INC Industrials 215,746.0 $5.5M 0.01% +155K +257.5% $25.40 +1.1%
672 LRN STRIDE INC Consumer Defensive 62,120.0 $5.5M 0.01% +27K +75.0% $88.17 +2.3%
673 IGV ISHARES EXPANDED 68,288.0 $5.5M 0.01% +49K +255.7% $80.05 +16.6%
674 IMCR IMMUNOCORE HOLDI Healthcare 180,340.0 $5.4M 0.01% +119K +194.8% $30.15 -4.0%
675 INOD INNODATA INC Technology 139,355.0 $5.4M 0.01% +72K +107.1% $38.62 +128.4%
676 NNI NELNET INC-CL A Financial Services 41,713.0 $5.4M 0.01% +14K +51.8% $128.96 -0.1%
677 ALRM ALARM.COM HOLDIN Technology 124,320.0 $5.4M 0.01% +113K +953.1% $43.19 +2.0%
678 AA ALCOA CORP Basic Materials 80,377.0 $5.3M 0.01% +72K +916.3% $66.33 -3.3%
679 CLIMB BIO INC 773,123.0 $5.3M 0.01% +469K +154.3% $6.85
680 VVX V2X INC Industrials 77,071.0 $5.3M 0.01% +17K +27.8% $68.50 +5.1%
Page 34 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%