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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 94 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 RANGE CAPITAL AC 175,000.0 $1.8M 0.00% -125K -41.7% $10.00
1862 REX REX AMERICAN RES Basic Materials 38,388.0 $1.7M 0.00% NEW $45.57 +7.0%
1863 DAVA ENDAVA PLC-ADR Technology 395,038.0 $1.7M 0.00% +189K +91.9% $4.42 -24.4%
1864 ACDC PROFRAC HOLDIN-A Energy 281,149.0 $1.7M 0.00% -38K -12.0% $6.20 +19.4%
1865 BELFA BEL FUSE INC-A Technology 9,658.0 $1.7M 0.00% +7K +271.9% $180.20 +31.0%
1866 HR HEALTHCARE REALT Real Estate 102,039.0 $1.7M 0.00% NEW $16.99 +19.8%
1867 WOLF WOLFSPEED INC Technology 105,748.0 $1.7M 0.00% -198K -65.2% $16.32 +259.2%
1868 AGI ALAMOS GOLD INC Basic Materials 38,646.0 $1.7M 0.00% NEW $44.43 -11.7%
1869 SKYWARD SPECIALT 39,153.0 $1.7M 0.00% NEW $43.68
1870 JOBY AVIATION INC 2,000,000.0 $1.7M 0.00% NEW $0.85
1871 GEMI GEMINI SPACE -A Financial Services 385,710.0 $1.7M 0.00% +318K +465.7% $4.42 +19.7%
1872 CWH CAMPING WORLD-A Consumer Cyclical 248,993.0 $1.7M 0.00% +92K +58.7% $6.83 +8.1%
1873 SEZL SEZZLE INC Financial Services 26,854.0 $1.7M 0.00% -244K -90.1% $63.29 +65.8%
1874 AUDC AUDIOCODES LTD Technology 202,082.0 $1.7M 0.00% +15K +8.1% $8.41 +3.9%
1875 ACAD ACADIA PHARMACEU Healthcare 76,187.0 $1.7M 0.00% -417K -84.6% $22.26 -4.2%
1876 DTI DRILLING TOOLS I Energy 391,199.0 $1.7M 0.00% NEW $4.33 -31.9%
1877 VRE VERIS RESIDENTIA Real Estate 88,800.0 $1.7M 0.00% -5K -5.2% $18.87 +0.7%
1878 EVGO EVGO INC Consumer Cyclical 969,083.0 $1.7M 0.00% +252K +35.1% $1.72 +9.3%
1879 REI RING ENERGY INC Energy 1,088,738.0 $1.7M 0.00% +11K +1.0% $1.53 -11.1%
1880 SMWB SIMILARWEB LTD Communication Services 638,188.0 $1.7M 0.00% +346K +118.2% $2.61 +46.4%
Page 94 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%