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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 94 of 145  ·  2,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 SRG SERITAGE GROWT-A Real Estate 349,515.0 $1.1M 0.00% NEW $3.25 -26.2%
1862 SMTI SANARA MEDTECH I Healthcare 48,611.0 $1.1M 0.00% NEW $23.35 -1.5%
1863 AHCO ADAPTHEALTH CORP Healthcare 113,850.0 $1.1M 0.00% NEW $9.96 +5.7%
1864 MUFG MITSUBISHI U-ADR Financial Services 71,407.0 $1.1M 0.00% NEW $15.86 +22.2%
1865 LIBERTY GLOBAL-A 101,618.0 $1.1M 0.00% NEW $11.14
1866 COMMUNITY WEST B 50,273.0 $1.1M 0.00% NEW $22.50
1867 VRA VERA BRADLEY INC Consumer Cyclical 467,127.0 $1.1M 0.00% NEW $2.42 +36.4%
1868 FNF FIDELITY NATIONA Financial Services 20,700.0 $1.1M 0.00% NEW $54.59 -9.6%
1869 VISN CALL VISTANCE NETWORK Technology 62,000.0 $1.1M 0.00% NEW $18.13 -35.9%
1870 DIGITALBRIDGE GR 73,059.0 $1.1M 0.00% NEW $15.34
1871 ITB ISHARES-DJ HO CO 11,623.0 $1.1M 0.00% NEW $96.30 -5.7%
1872 CATX PERSPECTIVE THER Healthcare 406,732.0 $1.1M 0.00% NEW $2.75 +40.7%
1873 AVAL GRUPO AVAL ACCIO Financial Services 275,148.0 $1.1M 0.00% NEW $4.05 +5.2%
1874 AP AMPCO-PITTSBURGH Industrials 208,342.0 $1.1M 0.00% NEW $5.33 +90.4%
1875 NWFL NORWOOD FINL Financial Services 39,551.0 $1.1M 0.00% NEW $28.05 +7.2%
1876 WW INTERNATIONAL 37,945.0 $1.1M 0.00% NEW $29.21
1877 HRMY HARMONY BIOSCIE Healthcare 29,434.0 $1.1M 0.00% NEW $37.42 -18.5%
1878 TREEHOUSE FOODS 46,600.0 $1.1M 0.00% NEW $23.59
1879 DIEBOLD NIXDORF 16,154.0 $1.1M 0.00% NEW $67.89
1880 DXCM PUT DEXCOM Healthcare 16,500.0 $1.1M 0.00% NEW $66.37 +8.3%
Page 94 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%