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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 39 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TSBK TIMBERLAND BANCP Financial Services 5,255.0 $207K NEW $39.43 +0.4%
762 GBUG SPROTT ACT G&S M Financial Services 4,468.0 $203K NEW $45.44 -0.9%
763 LEE LEE ENTERPRISES Communication Services 23,561.0 $203K NEW $8.61 +3.2%
764 SVC SERVICE PROPERTI Real Estate 149,195.0 $201K NEW $1.35 +25.6%
765 KEMX K/S MSCI E-MKT 4,944.0 $200K NEW $40.55 +18.9%
766 MERC MERCER INTERNATI Basic Materials 140,803.0 $200K NEW $1.42 -33.9%
767 DASH CALL DOORDASH INC-A Communication Services 1,300.0 $195K NEW $150.15 +6.0%
768 RCEL AVITA MEDICAL IN Healthcare 52,562.0 $194K NEW $3.70 +19.5%
769 ECVT ECOVYST INC Basic Materials 14,700.0 $189K NEW $12.86 +13.5%
770 PRQR PROQR THERAPEUTI Healthcare 115,945.0 $188K NEW $1.62 -2.8%
771 RWT REDWOOD TRUST Real Estate 32,697.0 $183K NEW $5.61 -6.2%
772 PED PEDEVCO CORP Energy 11,448.0 $183K NEW $16.00 -4.4%
773 ZGN ERMENEGILDO ZEGN Consumer Cyclical 17,500.0 $182K NEW $10.42 +21.6%
774 CVU CPI AEROSTRUCTUR Industrials 44,615.0 $175K NEW $3.92 +3.8%
775 FSLY PUT FASTLY INC -CL A Technology 6,000.0 $174K NEW $29.06 -43.4%
776 LMNR LIMONEIRA CO Consumer Defensive 12,796.0 $172K NEW $13.42 -2.4%
777 ADCT ADC THERAPEUTICS Healthcare 45,479.0 $171K NEW $3.75 -13.6%
778 NNBR NN INC Industrials 115,879.0 $168K NEW $1.45 +52.8%
779 RZLT REZOLUTE INC Healthcare 52,568.0 $160K NEW $3.05 +9.2%
780 MECHANICS BANCOR 10,800.0 $159K NEW $14.75
Page 39 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%