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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 89 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 TG TREDEGAR CORP Industrials 198,770.0 $1.4M 0.00% NEW $7.18 +6.7%
1762 STWD STARWOOD PROPERT Real Estate 78,654.0 $1.4M 0.00% NEW $18.01 -4.8%
1763 TGEN TECOGEN INC/WALT Industrials 286,325.0 $1.4M 0.00% NEW $4.94 +7.3%
1764 EFX PUT EQUIFAX INC Industrials 6,500.0 $1.4M 0.00% NEW $216.98 -24.8%
1765 FRPH FRP HOLDINGS INC Real Estate 61,652.0 $1.4M 0.00% NEW $22.79 +0.5%
1766 ISTR INVESTAR HOLDING Financial Services 52,504.0 $1.4M 0.00% NEW $26.72 +7.0%
1767 BBUC BROOKFIELD- CL A Financial Services 39,062.0 $1.4M 0.00% NEW $35.88 -5.4%
1768 CRBU CARIBOU BIOSCIEN Healthcare 881,105.0 $1.4M 0.00% NEW $1.59 +25.2%
1769 AIR AAR CORP Industrials 16,880.0 $1.4M 0.00% NEW $82.79 +31.1%
1770 VRE VERIS RESIDENTIA Real Estate 93,710.0 $1.4M 0.00% NEW $14.88 +27.7%
1771 KMDA KAMADA LTD Healthcare 196,954.0 $1.4M 0.00% NEW $7.06 +10.8%
1772 WHR WHIRLPOOL CORP Consumer Cyclical 19,273.0 $1.4M 0.00% NEW $72.14 -42.5%
1773 RLX RLX TECHNOLO-ADR Consumer Defensive 593,869.0 $1.4M 0.00% NEW $2.33 -9.9%
1774 WNEB WESTERN NEW ENGL Financial Services 109,441.0 $1.4M 0.00% NEW $12.62 +6.8%
1775 CLBK COLUMBIA FINANCI Financial Services 88,551.0 $1.4M 0.00% NEW $15.54 +30.2%
1776 PROK PROKIDNEY CORP Healthcare 612,485.0 $1.4M 0.00% NEW $2.24 -24.6%
1777 MBWM MERCANTILE BANK Financial Services 28,415.0 $1.4M 0.00% NEW $48.10 +9.3%
1778 CUK CARNIVAL PLC-ADR Consumer Cyclical 44,684.0 $1.4M 0.00% NEW $30.33 -9.4%
1779 CXM SPRINKLR INC-A Technology 174,146.0 $1.4M 0.00% NEW $7.78 -32.1%
1780 WK WORKIVA INC Technology 15,699.0 $1.4M 0.00% NEW $86.25 -43.7%
Page 89 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%