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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 42 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OBT ORANGE COUNTY BA Financial Services 87,866.0 $2.8M 0.00% +34K +62.0% $31.98 +5.2%
822 NRT NORTH EURO OIL Energy 311,842.0 $2.8M 0.00% +297K +2042.2% $9.00 -12.6%
823 AMTX AEMETIS INC Energy 879,683.0 $2.8M 0.00% +320K +57.2% $3.19 -30.4%
824 FTRE FORTREA HOLDINGS Healthcare 294,794.0 $2.8M 0.00% +271K +1141.4% $9.42 +43.9%
825 XZO EXZEO GROUP INC Financial Services 188,451.0 $2.8M 0.00% +77K +68.9% $14.67 -11.2%
826 PLBY PLAYBOY INC Consumer Cyclical 1,813,093.0 $2.8M 0.00% +1.2M +191.6% $1.52 -16.8%
827 PD PAGERDUTY INC Technology 436,650.0 $2.7M 0.00% +411K +1620.2% $6.21 +12.2%
828 IAUX I-80 GOLD CORP Basic Materials 1,771,519.0 $2.7M 0.00% +925K +109.2% $1.52 -1.3%
829 BBW BUILD-A-BEAR WOR Consumer Cyclical 71,681.0 $2.7M 0.00% +58K +412.0% $37.45 -3.3%
830 CXM SPRINKLR INC-A Technology 446,668.0 $2.7M 0.00% +273K +156.5% $6.00 -13.1%
831 NOA NORTH AMERICAN C Energy 198,770.0 $2.7M 0.00% +114K +135.7% $13.48 +8.6%
832 ACRS ACLARIS THERAPEU Healthcare 712,984.0 $2.7M 0.00% +227K +46.9% $3.75 +17.7%
833 ANVS ANNOVIS BIO Healthcare 1,187,499.0 $2.6M 0.00% +462K +63.6% $2.23 -13.0%
834 RICK RCI HOSPITALITY Consumer Cyclical 115,623.0 $2.6M 0.00% +48K +71.9% $22.81 +4.0%
835 LAUR LAUREATE EDUCATI Consumer Defensive 75,598.0 $2.6M 0.00% +9K +12.8% $34.84 -3.7%
836 CACC CREDIT ACCEPTANC Financial Services 6,183.0 $2.6M 0.00% +3K +86.5% $423.46 +31.8%
837 SRI STONERIDGE INC Consumer Cyclical 536,065.0 $2.6M 0.00% +135K +33.5% $4.83 +39.6%
838 EUAD SELECT STOXX EUR 63,308.0 $2.6M 0.00% +7K +12.4% $40.74 -2.3%
839 STEM INC 291,340.0 $2.6M 0.00% +124K +74.2% $8.84
840 INSEEGO CORP 231,259.0 $2.6M 0.00% +152K +192.4% $11.12
Page 42 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%