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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 100 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 COMSTOCK INC 449,906.0 $1.4M 0.00% -220K -32.8% $3.05
1982 SRCE 1ST SOURCE CORP Financial Services 19,778.0 $1.4M 0.00% +15K +360.3% $69.21 +6.2%
1983 CENTA CENTRAL GARDEN-A Consumer Defensive 42,177.0 $1.4M 0.00% NEW $32.42 +6.6%
1984 VAW VANGUARD MATER E 6,054.0 $1.4M 0.00% NEW $225.34 +0.6%
1985 CCLD CARECLOUD INC Healthcare 373,731.0 $1.4M 0.00% +290K +347.2% $3.65 -35.3%
1986 HIMALAYA SHIPPIN 102,336.0 $1.4M 0.00% +88K +604.5% $13.30
1987 PRIM PRIMORIS SERVICE Industrials 9,510.0 $1.4M 0.00% NEW $143.04 -25.4%
1988 PSA PUBLIC STORAGE Real Estate 5,017.0 $1.4M 0.00% -9K -63.9% $270.88 +11.8%
1989 RING ISHARES MSCI GLO 17,193.0 $1.4M 0.00% -28K -62.0% $78.98 -5.2%
1990 GASS STEALTHGAS INC Industrials 147,915.0 $1.4M 0.00% +45K +43.1% $9.18 +11.3%
1991 DDOG CALL DATADOG INC-A Technology 11,500.0 $1.4M 0.00% NEW $118.05 +84.7%
1992 WERN WERNER ENT Industrials 45,794.0 $1.3M 0.00% +37K +445.8% $29.41 +35.9%
1993 KIM KIMCO REALTY Real Estate 59,846.0 $1.3M 0.00% -662K -91.7% $22.47 +7.0%
1994 SFST SOUTHERN FIRST Financial Services 24,601.0 $1.3M 0.00% -26K -51.2% $54.50 +3.5%
1995 DMRC DIGIMARC CORP Technology 271,858.0 $1.3M 0.00% +255K +1467.5% $4.91 +175.2%
1996 ALEC ALECTOR INC Healthcare 620,424.0 $1.3M 0.00% -546K -46.8% $2.15 +2.8%
1997 TRON TRON INC Consumer Cyclical 583,276.0 $1.3M 0.00% +407K +231.1% $2.27 -14.1%
1998 BMNR BITMINE IMMERSIO Financial Services 66,867.0 $1.3M 0.00% +17K +34.2% $19.78 -0.9%
1999 NERV MINERVA NEUROSCI Healthcare 218,759.0 $1.3M 0.00% NEW $6.03 -12.1%
2000 GCI LIBERTY-A 35,775.0 $1.3M 0.00% +24K +199.8% $36.85
Page 100 of 157  ·  3,130 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%