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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 43 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 LWAY LIFEWAY FOODS Consumer Defensive 132,257.0 $2.6M 0.00% +9K +7.4% $19.34 +29.5%
842 FC FRANKLIN COVEY Industrials 161,972.0 $2.6M 0.00% +111K +215.5% $15.79 +36.8%
843 VRA VERA BRADLEY INC Consumer Cyclical 806,966.0 $2.6M 0.00% +340K +72.8% $3.16 +3.0%
844 FCEL FUELCELL ENERGY Industrials 387,436.0 $2.5M 0.00% +321K +478.9% $6.53 +197.4%
845 NMRK NEWMARK GROUP-A Real Estate 168,765.0 $2.5M 0.00% +151K +848.1% $14.99 -4.3%
846 TFC TRUIST FINANCIAL Financial Services 54,643.0 $2.5M 0.00% +22K +67.7% $45.97 +3.8%
847 EFSC ENTERPRISE FINAN Financial Services 46,142.0 $2.5M 0.00% +39K +534.1% $54.11 +11.3%
848 FRME FIRST MERCHANTS Financial Services 64,324.0 $2.5M 0.00% +18K +38.0% $38.73 +3.2%
849 BAK BRASKEM SA-A-ADR Basic Materials 680,399.0 $2.5M 0.00% +519K +321.0% $3.66 +34.7%
850 MNTN INC-A 281,112.0 $2.5M 0.00% +248K +749.6% $8.80
851 OPCH OPTION CARE HEAL Healthcare 91,358.0 $2.5M 0.00% +82K +842.3% $26.92 -19.1%
852 ONEW ONEWATER MARINE Consumer Cyclical 260,123.0 $2.5M 0.00% +14K +5.7% $9.45 +7.1%
853 ISBA ISABELLA BANK Financial Services 53,678.0 $2.5M 0.00% +30K +126.3% $45.67 -7.6%
854 IOSP INNOSPEC INC Basic Materials 33,526.0 $2.4M 0.00% +24K +263.3% $73.02 +6.6%
855 INFU INFUSYSTEM HOLD Healthcare 265,209.0 $2.4M 0.00% +121K +84.5% $9.23 +8.9%
856 BBWI BATH & BODY WORK Consumer Cyclical 131,071.0 $2.4M 0.00% +85K +183.0% $18.67 -10.6%
857 SND SMART SAND INC Energy 475,536.0 $2.4M 0.00% +91K +23.6% $5.12 -4.0%
858 CRC CALIFORNIA RESOU Energy 35,100.0 $2.4M 0.00% +22K +177.2% $69.22 -10.4%
859 FOSL FOSSIL GROUP INC Consumer Cyclical 562,857.0 $2.4M 0.00% +516K +1090.7% $4.31 -8.1%
860 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 7,199.0 $2.4M 0.00% +2K +29.5% $336.13 -8.2%
Page 43 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%