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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 110 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 CARS CARS.COM INC Consumer Cyclical 112,606.0 $914K 0.00% NEW $8.12 +17.9%
2182 XME SPDR S&P MET & M 8,465.0 $914K 0.00% NEW $108.01 +6.8%
2183 MFG MIZUHO FINAN-ADR Financial Services 114,970.0 $913K 0.00% -624K -84.5% $7.94 +16.8%
2184 CF BANKSHARES IN 32,521.0 $908K 0.00% +19K +149.1% $27.91
2185 ECPG ENCORE CAPITAL G Financial Services 12,908.0 $905K 0.00% -8K -38.9% $70.12 +16.3%
2186 CVGW CALAVO GROWERS I Consumer Defensive 35,000.0 $903K 0.00% NEW $25.79 +2.6%
2187 HL HECLA MINING CO Basic Materials 48,289.0 $900K 0.00% NEW $18.63 -7.1%
2188 FEDERATED HERMES 15,853.0 $899K 0.00% -5K -24.3% $56.71
2189 VENU HOLDING COR 271,322.0 $898K 0.00% +161K +146.9% $3.31
2190 LIBERTY GLOBAL-A 73,986.0 $894K 0.00% -28K -27.2% $12.09
2191 SLN SILENCE THER-ADR Healthcare 169,616.0 $894K 0.00% +14K +8.9% $5.27 +18.4%
2192 VRTX CALL VERTEX PHARM Healthcare 2,000.0 $893K 0.00% +800.0 +66.7% $446.54 -3.6%
2193 PENN PENN ENTERTAINME Consumer Cyclical 59,310.0 $891K 0.00% -354K -85.7% $15.03 +11.1%
2194 COYA THERAPEUTIC 225,792.0 $890K 0.00% $3.94
2195 GABC GERMAN AMER BNCP Financial Services 21,270.0 $889K 0.00% -95K -81.7% $41.79 +3.8%
2196 RDW REDWIRE CORP Industrials 104,487.0 $888K 0.00% +83K +378.9% $8.50 +73.8%
2197 AIS VISTASHARES AIS 21,147.0 $886K 0.00% +14K +185.0% $41.91 +67.5%
2198 GREAT LAKES DRED 52,085.0 $885K 0.00% NEW $17.00
2199 WGS GENEDX HOLDINGS Healthcare 13,782.0 $885K 0.00% NEW $64.22 -30.3%
2200 OMER OMEROS CORP Healthcare 83,682.0 $884K 0.00% NEW $10.56 +13.3%
Page 110 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%