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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 105 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 AD ARRAY DIGITAL IN Communication Services 24,359.0 $1.1M 0.00% +11K +88.3% $46.14 +11.4%
2082 LTBR LIGHTBRIDGE CORP Industrials 105,361.0 $1.1M 0.00% NEW $10.66 +7.0%
2083 RVTY REVVITY INC Healthcare 12,797.0 $1.1M 0.00% -105K -89.2% $87.61 +8.2%
2084 IEO ISHARES-DJ O&G 8,974.0 $1.1M 0.00% +5K +113.5% $124.90 -5.4%
2085 DGII DIGI INTL INC Technology 23,250.0 $1.1M 0.00% NEW $48.20 +32.9%
2086 AXGN AXOGEN INC Healthcare 33,752.0 $1.1M 0.00% -117K -77.6% $33.13 +24.7%
2087 ELV ELEVANCE HEALTH Healthcare 3,800.0 $1.1M 0.00% NEW $292.75 +33.2%
2088 CZFS CITIZENS FINL SV Financial Services 18,175.0 $1.1M 0.00% +11K +145.7% $61.15 +5.9%
2089 NTB BANK NT BUTTERFI Financial Services 21,158.0 $1.1M 0.00% +4K +24.9% $52.48 +6.9%
2090 UNF UNIFIRST CORP/MA Industrials 4,400.0 $1.1M 0.00% -12K -73.1% $251.59 +5.1%
2091 NEOG NEOGEN CORP Healthcare 118,811.0 $1.1M 0.00% +49K +70.5% $9.29 -4.6%
2092 SXC SUNCOKE ENERGY I Energy 169,239.0 $1.1M 0.00% NEW $6.51 +21.0%
2093 SATS ECHOSTAR CORP-A Technology 9,400.0 $1.1M 0.00% -1.4M -99.3% $117.07 +21.1%
2094 BDC BELDEN INC Technology 9,580.0 $1.1M 0.00% NEW $114.83 -8.7%
2095 VOX ROYALTY CORP 209,454.0 $1.1M 0.00% NEW $5.24
2096 HURN HURON CONSULTING Industrials 8,590.0 $1.1M 0.00% NEW $127.49 -17.4%
2097 CORPAY INC 3,757.0 $1.1M 0.00% NEW $290.99
2098 MSC INCOME FUND 89,317.0 $1.1M 0.00% -265K -74.8% $12.18
2099 IBOTTA INC-CL A 36,264.0 $1.1M 0.00% -32K -47.0% $29.97
2100 FEIM FREQUENCY ELECT Technology 24,539.0 $1.1M 0.00% NEW $44.26 +35.3%
Page 105 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%