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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 22 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JAKK JAKKS PACIFIC Consumer Cyclical 70,551.0 $1.4M 0.00% NEW $19.92 +6.9%
422 INN SUMMIT HOTEL PRO Real Estate 317,953.0 $1.4M 0.00% NEW $4.42 +22.6%
423 DYNF B/R US EQY FCTR 24,070.0 $1.4M 0.00% NEW $58.18 +14.0%
424 DSP VIANT TECHNOLO-A Technology 124,856.0 $1.4M 0.00% NEW $11.20 -2.3%
425 ADUS ADDUS HOMECARE Healthcare 14,905.0 $1.4M 0.00% NEW $93.65 +0.1%
426 TX TERNIUM SA-ADR Basic Materials 34,485.0 $1.4M 0.00% NEW $40.15 +5.1%
427 ZD ZIFF DAVIS INC Communication Services 32,829.0 $1.4M 0.00% NEW $41.96 -0.0%
428 ING ING GROEP-ADR Financial Services 52,733.0 $1.4M 0.00% NEW $26.05 +12.2%
429 CENTA CENTRAL GARDEN-A Consumer Defensive 42,177.0 $1.4M 0.00% NEW $32.42 +5.9%
430 VAW VANGUARD MATER E 6,054.0 $1.4M 0.00% NEW $225.34 -0.1%
431 PRIM PRIMORIS SERVICE Industrials 9,510.0 $1.4M 0.00% NEW $143.04 -26.8%
432 DDOG CALL DATADOG INC-A Technology 11,500.0 $1.4M 0.00% NEW $118.05 +82.3%
433 NERV MINERVA NEUROSCI Healthcare 218,759.0 $1.3M 0.00% NEW $6.03 -16.6%
434 ACA ARCOSA INC Industrials 12,343.0 $1.3M 0.00% NEW $106.14 +13.3%
435 CLNE CLEAN ENERGY FUE Energy 525,969.0 $1.3M 0.00% NEW $2.48 -19.4%
436 SDHC SMITH DOUG HOMES Real Estate 101,875.0 $1.3M 0.00% NEW $12.80 -10.7%
437 TRC TEJON RANCH CO Industrials 68,174.0 $1.3M 0.00% NEW $18.84 +2.0%
438 CAT PUT CATERPILLAR INC Industrials 1,800.0 $1.3M 0.00% NEW $708.46 +23.2%
439 SNDX SYNDAX PHARMACEU Healthcare 54,274.0 $1.3M 0.00% NEW $23.36 -17.1%
440 YORW YORK WATER CO Utilities 41,486.0 $1.3M 0.00% NEW $30.45 -3.9%
Page 22 of 47  ·  928 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%