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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 120 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 PALLADYNE AI COR 95,252.0 $578K 0.00% +77K +426.0% $6.07
2382 CINGULATE INC 92,934.0 $577K 0.00% NEW $6.21
2383 IYT ISHARES-DJ US TR 7,700.0 $574K 0.00% -2K -23.5% $74.60 +9.1%
2384 PPTA PERPETUA RESOURC Basic Materials 20,324.0 $572K 0.00% NEW $28.12 -2.2%
2385 BANC BANC OF CALIFORN Financial Services 32,473.0 $571K 0.00% NEW $17.58 +7.0%
2386 HAFN HAFNIA LTD Industrials 74,967.0 $570K 0.00% +53K +235.8% $7.60 +16.3%
2387 VOYA VOYA FINANCIAL I Financial Services 8,300.0 $567K 0.00% +5K +144.1% $68.32 +20.6%
2388 RNW RENEW ENERGY GLO Utilities 123,503.0 $566K 0.00% -272K -68.8% $4.58 +21.2%
2389 OPAL OPAL FUELS INC-A Utilities 224,445.0 $566K 0.00% NEW $2.52 -20.2%
2390 METCB RAMACO RES-B Energy 55,379.0 $565K 0.00% +23K +73.4% $10.20 -4.1%
2391 WHF WHITEHORSE FINAN Financial Services 76,266.0 $564K 0.00% NEW $7.40 -1.2%
2392 EWZ ISHARES MSCI BRA 14,700.0 $564K 0.00% -560K -97.4% $38.39 -3.6%
2393 ACTG ACACIA RESEARCH Industrials 116,289.0 $559K 0.00% +82K +238.8% $4.81 -4.8%
2394 UAMY US ANTIMONY CORP Basic Materials 63,521.0 $555K 0.00% NEW $8.73 -4.6%
2395 RELL RICHARDSON ELEC Technology 50,536.0 $553K 0.00% -7K -12.1% $10.95 +54.8%
2396 OPTX SYNTEC OPTICS HO Technology 78,449.0 $551K 0.00% NEW $7.03 +55.6%
2397 SURROZEN INC 18,930.0 $551K 0.00% +8K +73.0% $29.13
2398 FSTR FOSTER (LB) CO-A Industrials 19,716.0 $550K 0.00% NEW $27.90 +36.5%
2399 ELMD ELECTROMED INC Healthcare 23,454.0 $549K 0.00% NEW $23.41 +64.8%
2400 ENERFLEX LTD 26,209.0 $548K 0.00% NEW $20.92
Page 120 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%