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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 114 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 SGP SPYGLASS PHARMA Healthcare 29,348.0 $760K 0.00% NEW $25.91 -15.5%
2262 PCYO PURE CYCLE CORP Utilities 75,518.0 $760K 0.00% +39K +107.6% $10.06 +0.4%
2263 UWMC UWM HOLDINGS COR Financial Services 209,656.0 $759K 0.00% -1.1M -83.6% $3.62 -16.9%
2264 CWCO CONS WATER CO-OR Utilities 22,900.0 $758K 0.00% NEW $33.12 -12.3%
2265 GALAXY DIGITAL I 41,100.0 $758K 0.00% -571K -93.3% $18.45
2266 MTCH MATCH GROUP INC Communication Services 24,685.0 $758K 0.00% NEW $30.71 +16.1%
2267 BLKB BLACKBAUD INC Technology 19,577.0 $756K 0.00% -144K -88.0% $38.61 -23.3%
2268 PKE PARK AEROSPACE C Industrials 27,591.0 $755K 0.00% -23K -46.0% $27.38 +23.7%
2269 NGEN NERVGEN PHARMA C Healthcare 200,359.0 $755K 0.00% NEW $3.77 -2.4%
2270 U PUT UNITY SOFTWARE I Technology 34,400.0 $755K 0.00% +25K +262.1% $21.94 +19.6%
2271 BRIGHTSTAR LOTTE 59,160.0 $754K 0.00% +9K +16.8% $12.74
2272 CORT CORCEPT THERA Healthcare 18,692.0 $753K 0.00% NEW $40.31 +48.1%
2273 ITRN ITURAN LOCATION Technology 15,319.0 $751K 0.00% NEW $49.01 +18.9%
2274 BBSI BARRETT BUS SVCS Industrials 25,699.0 $750K 0.00% NEW $29.18 +6.3%
2275 OZK BANK OZK Financial Services 16,336.0 $750K 0.00% -66K -80.2% $45.89 +5.0%
2276 HURC HURCO COMPANIES Industrials 50,644.0 $745K 0.00% -25K -32.7% $14.71 +15.4%
2277 VRCA VERRICA PHARMACE Healthcare 140,497.0 $743K 0.00% +55K +65.0% $5.29 +13.8%
2278 ECARX HOLDINGS I 758,117.0 $743K 0.00% +510K +205.9% $0.98
2279 HBCP HOME BANCORP INC Financial Services 12,217.0 $740K 0.00% -18K -59.1% $60.58 +7.6%
2280 BOOM DMC GLOBAL INC Energy 141,696.0 $738K 0.00% -38K -21.1% $5.21 +31.5%
Page 114 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%