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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 93 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PLBC PLUMAS BANCORP Financial Services 37,103.0 $1.8M 0.00% +32K +683.3% $48.82 +7.9%
1842 PROK PROKIDNEY CORP Healthcare 1,011,744.0 $1.8M 0.00% +399K +65.2% $1.79 -2.2%
1843 PINE ALPINE INCOME Real Estate 100,289.0 $1.8M 0.00% +75K +291.5% $18.00 +7.2%
1844 APC ARKO PETROLEUM C Energy 100,832.0 $1.8M 0.00% NEW $17.89 +15.8%
1845 VITL VITAL FARMS INC Consumer Defensive 127,489.0 $1.8M 0.00% -829K -86.7% $14.12 -28.3%
1846 EVH EVOLENT HEALTH-A Healthcare 785,012.0 $1.8M 0.00% +539K +219.7% $2.28 +73.2%
1847 MORN MORNINGSTAR INC Financial Services 10,583.0 $1.8M 0.00% +7K +206.4% $169.05 +6.3%
1848 ETD ETHAN ALLEN Consumer Cyclical 80,239.0 $1.8M 0.00% NEW $22.26 -11.3%
1849 BDTX BLACK DIAMOND TH Healthcare 836,266.0 $1.8M 0.00% -274K -24.7% $2.13 +7.0%
1850 DCTH DELCATH SYSTEMS Healthcare 191,630.0 $1.8M 0.00% +167K +687.2% $9.28 +18.7%
1851 PDD PUT PDD HOLDINGS INC Consumer Cyclical 17,400.0 $1.8M 0.00% -300.0 -1.7% $102.18 -7.5%
1852 SAB BIOTHERAPEUT 463,925.0 $1.8M 0.00% +227K +96.2% $3.83
1853 Z ZILLOW GRO-C Communication Services 42,905.0 $1.8M 0.00% +30K +238.3% $41.38 -12.2%
1854 CGNT COGNYTE SOFT Technology 219,174.0 $1.8M 0.00% -160K -42.1% $8.10 +24.7%
1855 PPH MARKET VECTORS P 17,044.0 $1.8M 0.00% -9K -35.6% $103.88 +1.1%
1856 WYNN WYNN RESORTS LTD Consumer Cyclical 17,435.0 $1.8M 0.00% NEW $101.55 -4.2%
1857 NTLA INTELLIA THERAPE Healthcare 137,425.0 $1.8M 0.00% NEW $12.82 -1.7%
1858 OPRA OPERA LTD-ADR Communication Services 122,929.0 $1.8M 0.00% -138K -52.8% $14.26 +22.2%
1859 EVTC EVERTEC INC Technology 62,103.0 $1.8M 0.00% +46K +291.7% $28.22 -12.3%
1860 BCYC BICYCLE THER-ADR Healthcare 377,335.0 $1.8M 0.00% +339K +872.6% $4.64 -1.9%
Page 93 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%