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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $109.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2899 New
Page 105 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 TRMD TORM PLC-A Energy 37,612.0 $736K 0.00% NEW $19.58 +61.8%
2082 BYRN BYRNA TECHNOLOGI Industrials 43,737.0 $734K 0.00% NEW $16.79 -68.3%
2083 HZO MARINEMAX INC Consumer Cyclical 30,230.0 $732K 0.00% NEW $24.23 +30.4%
2084 IP INTL PAPER CO Consumer Cyclical 18,590.0 $732K 0.00% NEW $39.39 -25.4%
2085 VDC VANGUARD CN ST E 3,461.0 $731K 0.00% NEW $211.24 +10.4%
2086 ENPH PUT ENPHASE ENERGY Energy 22,800.0 $731K 0.00% NEW $32.05 +45.9%
2087 GASS STEALTHGAS INC Industrials 103,373.0 $726K 0.00% NEW $7.02 +42.7%
2088 GORO GOLD RESOURCE CO Basic Materials 873,384.0 $725K 0.00% NEW $0.83 +53.0%
2089 IYR ISHARES-DJ REAL 7,720.0 $725K 0.00% NEW $93.89 +9.1%
2090 CURB CURBLINE PROPERT Real Estate 31,224.0 $725K 0.00% NEW $23.21 +19.5%
2091 BSVN BANK7 CORP Financial Services 17,501.0 $717K 0.00% NEW $40.98 +4.6%
2092 W WAYFAIR INC- A Consumer Cyclical 7,127.0 $716K 0.00% NEW $100.41 -42.8%
2093 OBIO ORCHESTRA BIOMED Healthcare 171,681.0 $712K 0.00% NEW $4.15 -3.6%
2094 JOUT JOHNSON OUTDOO-A Consumer Cyclical 16,700.0 $709K 0.00% NEW $42.45 -3.9%
2095 WDH WATERDROP INC Financial Services 372,599.0 $708K 0.00% NEW $1.90 -18.4%
2096 VRCA VERRICA PHARMACE Healthcare 85,173.0 $708K 0.00% NEW $8.31 -27.6%
2097 IOSP INNOSPEC INC Basic Materials 9,228.0 $706K 0.00% NEW $76.54 +0.4%
2098 OESX ORION ENERGY SYS Industrials 45,896.0 $706K 0.00% NEW $15.38 -42.3%
2099 RAMP LIVERAMP HOLDING Technology 24,019.0 $705K 0.00% NEW $29.37 +28.3%
2100 KNOP KNOT OFFSHORE PA Industrials 68,037.0 $704K 0.00% NEW $10.35 +9.2%
Page 105 of 145  ·  2,899 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 27.3%
Consumer Cyclical 17.1%
Healthcare 14.9%
Financial Services 11.1%
Communication Services 8.1%
Consumer Defensive 7.2%
Industrials 6.7%
Energy 2.2%
Real Estate 2.1%
Basic Materials 1.7%