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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 48 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 OPBK OP BANCORP Financial Services 122,533.0 $1.6M 0.00% +13K +12.3% $13.30 +4.5%
942 UPST CALL UPSTART HOLDINGS Financial Services 63,500.0 $1.6M 0.00% +59K +1251.1% $25.65 +8.9%
943 NATL NCR ATLEOS CORP Technology 37,200.0 $1.6M 0.00% +30K +435.4% $43.58 +2.8%
944 CX CEMEX SAB-SP ADR Basic Materials 137,908.0 $1.6M 0.00% +123K +801.4% $11.44 +9.8%
945 APAM ARTISAN PARTNE-A Financial Services 42,680.0 $1.6M 0.00% +5K +14.4% $36.39 -0.5%
946 RNAC CARTESIAN THERAP Healthcare 251,115.0 $1.5M 0.00% +73K +41.0% $6.15 -1.0%
947 LXFR LUXFER HOLDINGS Industrials 126,059.0 $1.5M 0.00% +104K +478.5% $12.18 +27.1%
948 BBCP CONCRETE PUMPING Industrials 214,146.0 $1.5M 0.00% +188K +718.8% $7.14 +1.5%
949 WAL WESTERN ALLIANCE Financial Services 21,472.0 $1.5M 0.00% +9K +77.8% $70.85 +8.1%
950 GNE GENIE ENERGY-B Utilities 105,469.0 $1.5M 0.00% +93K +752.2% $14.14 -4.2%
951 FF FUTUREFUEL CORP Basic Materials 384,899.0 $1.5M 0.00% +231K +150.1% $3.85 +6.0%
952 LENZ LENZ THERAPEUTIC Healthcare 160,264.0 $1.5M 0.00% +125K +354.6% $9.15 -27.3%
953 J JACOBS SOLUTIONS Industrials 11,400.0 $1.5M 0.00% +7K +149.2% $127.28 -10.7%
954 AAOI PUT APPLIED OPTOELEC Technology 17,100.0 $1.4M 0.00% +11K +194.8% $84.59 +102.5%
955 PRENETICS GLOBAL 73,332.0 $1.4M 0.00% +23K +46.6% $19.32
956 WF WOORI FI-ADR Financial Services 21,092.0 $1.4M 0.00% +16K +293.8% $66.60 -7.1%
957 PTON PELOTON INTERA-A Consumer Cyclical 325,728.0 $1.4M 0.00% +306K +1520.5% $4.29 +23.5%
958 VIPS VIPSHOP HOLD-ADR Consumer Cyclical 88,775.0 $1.4M 0.00% +70K +376.0% $15.72 -11.3%
959 XFOR X4 PHARMACEUTICA Healthcare 336,834.0 $1.4M 0.00% +256K +318.7% $4.13 -11.9%
960 CORBUS PHARMACEU 146,596.0 $1.4M 0.00% +69K +89.0% $9.39
Page 48 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%