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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 30 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RJF RAYMOND JAMES Financial Services 145,719.0 $23.4M 0.02% NEW $160.59 -3.8%
582 ITRI ITRON INC Technology 250,778.0 $23.3M 0.02% NEW $92.86 -13.0%
583 LEG LEGGETT & PLATT Consumer Cyclical 2,113,178.0 $23.2M 0.02% NEW $11.00 -15.2%
584 INDIVIOR LTD 647,555.0 $23.2M 0.02% NEW $35.88
585 TMDX TRANSMEDICS GROU Healthcare 190,470.0 $23.2M 0.02% NEW $121.65 -43.8%
586 MDGL MADRIGAL PHARMAC Healthcare 39,578.0 $23.0M 0.02% NEW $582.34 -10.3%
587 ONB OLD NATL BANCORP Financial Services 1,029,919.0 $23.0M 0.02% NEW $22.31 +5.2%
588 EPRT ESSENTIAL PROPER Real Estate 774,596.0 $23.0M 0.02% NEW $29.66 +4.2%
589 SHAK SHAKE SHACK IN-A Consumer Cyclical 282,580.0 $22.9M 0.02% NEW $81.17 -26.5%
590 CRMD CORMEDIX INC Healthcare 1,966,262.0 $22.9M 0.02% NEW $11.63 -32.0%
591 COLL COLLEGIUM PHARMA Healthcare 492,360.0 $22.8M 0.02% NEW $46.30 -27.3%
592 LHX L3HARRIS TECHNOL Industrials 77,424.0 $22.7M 0.02% NEW $293.57 +6.0%
593 ANET PUT ARISTA NETWORKS Technology 173,200.0 $22.7M 0.02% NEW $131.03 +8.1%
594 AMBA AMBARELLA INC Technology 318,488.0 $22.6M 0.02% NEW $70.84 +11.3%
595 ABR ARBOR REALTY TRU Real Estate 2,901,187.0 $22.5M 0.02% NEW $7.76 -25.1%
596 SOXX CALL ISHARES PHLX SOX 74,700.0 $22.5M 0.02% NEW $301.15 +64.9%
597 EPAM EPAM SYSTEMS INC Technology 109,027.0 $22.3M 0.02% NEW $204.88 -51.0%
598 YMM FULL TRUCK A-ADR Technology 2,081,499.0 $22.3M 0.02% NEW $10.73 -20.1%
599 ETORO GROUP LT-A 635,672.0 $22.3M 0.02% NEW $35.13
600 MTZ MASTEC INC Industrials 102,403.0 $22.3M 0.02% NEW $217.37 +77.4%
Page 30 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%