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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 95 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 UNTY UNITY BANCORP Financial Services 32,080.0 $1.7M 0.00% -10K -23.4% $51.83 +5.0%
1882 CEVA CEVA INC Technology 88,892.0 $1.7M 0.00% NEW $18.68 +105.8%
1883 PCB PCB BANCORP Financial Services 73,765.0 $1.7M 0.00% +2K +2.1% $22.49 +9.2%
1884 MITT TPG MORTGAGE INV Real Estate 226,365.0 $1.7M 0.00% NEW $7.31 +4.4%
1885 LIVN LIVANOVA PLC Healthcare 26,023.0 $1.7M 0.00% -191K -88.0% $63.56 +15.9%
1886 BJRI BJ'S RESTAURANTS Consumer Cyclical 46,942.0 $1.6M 0.00% -64K -57.7% $35.10 +26.5%
1887 NFE NEW FORTRESS ENE Utilities 2,791,991.0 $1.6M 0.00% +2.7M +4415.6% $0.59 +1.6%
1888 DNN DENISON MINES CO Energy 466,110.0 $1.6M 0.00% +293K +168.6% $3.53 -9.3%
1889 SEADRILL LIMITED 36,115.0 $1.6M 0.00% +14K +63.0% $45.50
1890 WNEB WESTERN NEW ENGL Financial Services 126,902.0 $1.6M 0.00% +17K +15.9% $12.93 +4.3%
1891 FAF FIRST AMERICAN F Financial Services 27,200.0 $1.6M 0.00% NEW $60.29 +12.5%
1892 IART INTEGRA LIFESCIE Healthcare 173,483.0 $1.6M 0.00% NEW $9.42 +60.5%
1893 VEON LTD 35,280.0 $1.6M 0.00% $46.30
1894 BKU BANKUNITED INC Financial Services 36,138.0 $1.6M 0.00% NEW $45.16 +2.6%
1895 RBBN RIBBON COMMUNICA Communication Services 769,787.0 $1.6M 0.00% +596K +343.2% $2.12 +25.5%
1896 GEF GREIF INC-CL A Consumer Cyclical 24,300.0 $1.6M 0.00% NEW $67.07 -4.4%
1897 OPBK OP BANCORP Financial Services 122,533.0 $1.6M 0.00% +13K +12.3% $13.30 +6.6%
1898 UPST CALL UPSTART HOLDINGS Financial Services 63,500.0 $1.6M 0.00% +59K +1251.1% $25.65 +12.4%
1899 SD SANDRIDGE ENERGY Energy 99,502.0 $1.6M 0.00% NEW $16.31 -4.8%
1900 NATL NCR ATLEOS CORP Technology 37,200.0 $1.6M 0.00% +30K +435.4% $43.58 +2.8%
Page 95 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%