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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 24 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IGE ISHARES S&P NRSI 18,139.0 $1.1M 0.00% NEW $62.94 -1.8%
462 INTL BANCSHARES 16,946.0 $1.1M 0.00% NEW $67.29
463 LTBR LIGHTBRIDGE CORP Industrials 105,361.0 $1.1M 0.00% NEW $10.66 -2.4%
464 DGII DIGI INTL INC Technology 23,250.0 $1.1M 0.00% NEW $48.20 +27.5%
465 ELV ELEVANCE HEALTH Healthcare 3,800.0 $1.1M 0.00% NEW $292.75 +37.4%
466 SXC SUNCOKE ENERGY I Energy 169,239.0 $1.1M 0.00% NEW $6.51 +19.0%
467 BDC BELDEN INC Technology 9,580.0 $1.1M 0.00% NEW $114.83 -8.1%
468 VOX ROYALTY CORP 209,454.0 $1.1M 0.00% NEW $5.24
469 HURN HURON CONSULTING Industrials 8,590.0 $1.1M 0.00% NEW $127.49 -15.3%
470 CORPAY INC 3,757.0 $1.1M 0.00% NEW $290.99
471 FEIM FREQUENCY ELECT Technology 24,539.0 $1.1M 0.00% NEW $44.26 +30.9%
472 CDRE CADRE HOLDINGS I Industrials 35,378.0 $1.1M 0.00% NEW $30.68 -5.1%
473 YUM YUM! BRANDS INC Consumer Cyclical 6,879.0 $1.1M 0.00% NEW $155.48 -2.1%
474 IMUX IMMUNIC INC Healthcare 952,966.0 $1.1M 0.00% NEW $1.11 +940.5%
475 KWR QUAKER CHEMICAL Basic Materials 8,513.0 $1.1M 0.00% NEW $124.23 +7.9%
476 LC LENDINGCLUB CORP Financial Services 73,414.0 $1.1M 0.00% NEW $14.32 +6.5%
477 KREF KKR REAL ESTATE Real Estate 170,695.0 $1.0M 0.00% NEW $6.12 +1.0%
478 OC OWENS CORNING Industrials 9,498.0 $1.0M 0.00% NEW $108.22 -0.2%
479 UNCY UNICYCIVE THERAP Healthcare 154,938.0 $1.0M 0.00% NEW $6.58 +17.6%
480 BLCO BAUSCH LOMB CO Healthcare 63,871.0 $1.0M 0.00% NEW $15.90 +1.9%
Page 24 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%