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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 108 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 VCYT VERACYTE INC Healthcare 30,518.0 $983K 0.00% NEW $32.21 +40.3%
2142 ANFIELD ENERGY I 175,118.0 $977K 0.00% +72K +70.1% $5.58
2143 IJR ISHARES-S&P S/C 7,846.0 $975K 0.00% NEW $124.31 +9.6%
2144 KELYA KELLY SERVICES-A Industrials 109,810.0 $972K 0.00% NEW $8.85 +20.6%
2145 ONL ORION PROPERTIES Real Estate 451,635.0 $971K 0.00% +213K +89.2% $2.15 +38.6%
2146 EMR CALL EMERSON ELEC CO Industrials 7,400.0 $970K 0.00% -4K -33.9% $131.02 +3.0%
2147 KLXE KLX ENERGY SERVI Energy 372,897.0 $970K 0.00% NEW $2.60 +22.3%
2148 ABEONA THERAPEUT 216,305.0 $969K 0.00% NEW $4.48
2149 REGCO REGENCY CENTERS Real Estate 12,800.0 $968K 0.00% NEW $75.66 -69.8%
2150 SWK STANLEY BLACK & Industrials 13,593.0 $966K 0.00% NEW $71.06 +5.5%
2151 LNN LINDSAY CORP Industrials 8,084.0 $963K 0.00% -12K -60.0% $119.07 -8.3%
2152 SLM SLM CORP Financial Services 44,788.0 $959K 0.00% NEW $21.41 +2.8%
2153 CLAR CLARUS CORP Consumer Cyclical 352,302.0 $958K 0.00% NEW $2.72 +12.1%
2154 SEPN SEPTERNA INC Healthcare 39,840.0 $957K 0.00% -187K -82.4% $24.03 +16.6%
2155 WPM PUT WHEATON PRECIOUS Basic Materials 7,300.0 $956K 0.00% +6K +563.6% $131.01 -2.9%
2156 FANG DIAMONDBACK ENER Energy 4,814.0 $952K 0.00% +279.0 +6.2% $197.79 +1.6%
2157 LPCV LAUNCHPAD CADE-A Financial Services 96,130.0 $952K 0.00% NEW $9.90 +1.6%
2158 HNI HNI CORP Industrials 28,492.0 $951K 0.00% -85K -75.0% $33.39 -7.5%
2159 WMS ADVANCED DRAINAG Industrials 6,936.0 $951K 0.00% -7K -50.3% $137.13 -0.2%
2160 IREN IREN LTD Financial Services 27,600.0 $946K 0.00% -1.3M -97.9% $34.28 +69.4%
Page 108 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%