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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 90 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 FMAO FARMERS & MER/OH Financial Services 78,779.0 $2.0M 0.00% +41K +109.0% $25.67 +7.3%
1782 MWA MUELLER WATER-A Industrials 73,431.0 $2.0M 0.00% NEW $27.49 -7.9%
1783 XMTR XOMETRY INC-A Industrials 49,422.0 $2.0M 0.00% NEW $40.84 +118.4%
1784 AMERICAN COASTAL 179,394.0 $2.0M 0.00% +14K +8.4% $11.25
1785 EH EHANG HOLDINGS Industrials 207,678.0 $2.0M 0.00% NEW $9.71 +0.7%
1786 NAT NORDIC AMERICAN Industrials 342,939.0 $2.0M 0.00% NEW $5.86 -7.8%
1787 VRTX PUT VERTEX PHARM Healthcare 4,500.0 $2.0M 0.00% +4K +1025.0% $446.54 -2.7%
1788 QURE UNIQURE NV Healthcare 122,736.0 $2.0M 0.00% +102K +480.1% $16.35 +48.0%
1789 EPSN EPSILON ENERGY Energy 325,535.0 $2.0M 0.00% -59K -15.4% $6.16 +0.5%
1790 DHR DANAHER CORP Healthcare 10,500.0 $2.0M 0.00% NEW $189.60 -9.3%
1791 AVBC AVIDIA BANCORP I Financial Services 100,982.0 $2.0M 0.00% +22K +27.8% $19.67 -2.8%
1792 ALIGOS THERAPEUT 267,135.0 $2.0M 0.00% -2K -0.6% $7.43
1793 COLB COLUMBIA BANKING Financial Services 72,201.0 $2.0M 0.00% +16K +28.9% $27.43 +8.4%
1794 TPVG TRIPLEPOINT VENT Financial Services 396,789.0 $2.0M 0.00% +6K +1.5% $4.99 +11.0%
1795 CORE LABORATORIE 117,744.0 $2.0M 0.00% NEW $16.79
1796 VMC VULCAN MATERIALS Basic Materials 7,240.0 $2.0M 0.00% NEW $272.30 -4.3%
1797 GWW WW GRAINGER INC Industrials 1,804.0 $2.0M 0.00% NEW $1090.81 +14.4%
1798 NCSM NCS MULTISTAGE H Energy 31,793.0 $2.0M 0.00% NEW $61.84 -28.5%
1799 HCC WARRIOR MET COAL Energy 21,104.0 $2.0M 0.00% -388.0 -1.8% $93.15 -9.9%
1800 AELUMA INC 149,437.0 $2.0M 0.00% NEW $13.09
Page 90 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%