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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 109 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 BROOKFIELD-A 11,638.0 $610K 0.00% NEW $52.39
2162 MDXHEALTH 170,631.0 $609K 0.00% NEW $3.57
2163 GWRS GLOBAL WATER RES Utilities 72,074.0 $609K 0.00% NEW $8.45 -17.5%
2164 GXO GXO LOGISTIC Industrials 11,533.0 $607K 0.00% NEW $52.64 -13.5%
2165 GENELUX CORP 139,148.0 $607K 0.00% NEW $4.36
2166 PLAY DAVE & BUSTER'S Communication Services 37,397.0 $606K 0.00% NEW $16.21 -33.9%
2167 J JACOBS SOLUTIONS Industrials 4,575.0 $606K 0.00% NEW $132.46 -14.8%
2168 FXNC FIRST NAT CRP/VA Financial Services 23,988.0 $605K 0.00% NEW $25.24 +6.4%
2169 LEGH LEGACY HOUSING C Consumer Cyclical 30,960.0 $604K 0.00% NEW $19.52 +14.7%
2170 STRA STRATEGIC EDUCAT Consumer Defensive 7,528.0 $604K 0.00% NEW $80.20 -0.2%
2171 JFB JFB CONSTRUCTION Real Estate 41,288.0 $604K 0.00% NEW $14.62 -63.7%
2172 USPH US PHYSICAL THER Healthcare 7,718.0 $603K 0.00% NEW $78.09 -21.1%
2173 ALRM ALARM.COM HOLDIN Technology 11,805.0 $602K 0.00% NEW $51.02 -13.7%
2174 VERX VERTEX INC - A Technology 30,068.0 $600K 0.00% NEW $19.97 -34.1%
2175 ENB ENBRIDGE INC Energy 12,371.0 $592K 0.00% NEW $47.83 +18.7%
2176 TEVA PUT TEVA PHARM-ADR Healthcare 18,900.0 $590K 0.00% NEW $31.21 +9.2%
2177 LZB LA-Z-BOY INC Consumer Cyclical 15,785.0 $588K 0.00% NEW $37.27 -8.6%
2178 ACIU AC IMMUNE SA Healthcare 186,709.0 $586K 0.00% NEW $3.14 -8.0%
2179 FIRST FOUNDATION 94,562.0 $583K 0.00% NEW $6.16
2180 NVX NOVONIX LTD-ADR Industrials 575,816.0 $582K 0.00% NEW $1.01 -38.6%
Page 109 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%