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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 96 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 RDCM RADCOM LTD Communication Services 133,297.0 $1.6M 0.00% -62K -31.8% $12.16 +18.8%
1902 FRMI FERMI INC Utilities 276,750.0 $1.6M 0.00% -135K -32.7% $5.84 +3.8%
1903 INVX INNOVEX INTERNAT Energy 66,192.0 $1.6M 0.00% NEW $24.39 +26.4%
1904 VIAV VIAVI SOLUTIONS Technology 48,339.0 $1.6M 0.00% -2.1M -97.8% $33.28 +44.5%
1905 ATLO AMES NATL CORP Financial Services 56,986.0 $1.6M 0.00% NEW $28.22 +2.0%
1906 ESEA EUROSEAS LTD Industrials 24,056.0 $1.6M 0.00% NEW $66.85 +12.1%
1907 TD TORONTO-DOM BANK Financial Services 17,228.0 $1.6M 0.00% -55K -76.3% $93.31 +17.4%
1908 DSGN DESIGN THERAPEUT Healthcare 151,008.0 $1.6M 0.00% -75K -33.0% $10.64 +3.5%
1909 IVVD INVIVYD INC Healthcare 1,226,165.0 $1.6M 0.00% NEW $1.30 -14.6%
1910 ICLR ICON PLC Healthcare 14,367.0 $1.6M 0.00% NEW $110.66 +5.3%
1911 RICE ACQUISITION 153,491.0 $1.6M 0.00% NEW $10.31
1912 OPFI OPPFI INC Technology 205,210.0 $1.6M 0.00% NEW $7.71 +7.0%
1913 TNC TENNANT CO Industrials 23,770.0 $1.6M 0.00% NEW $66.40 +24.8%
1914 BHB BAR HARBOR BNKSH Financial Services 48,619.0 $1.6M 0.00% NEW $32.45 +7.1%
1915 CX CEMEX SAB-SP ADR Basic Materials 137,908.0 $1.6M 0.00% +123K +801.4% $11.44 +10.1%
1916 SEB SEABOARD CORP Industrials 277.0 $1.6M 0.00% -988.0 -78.1% $5654.02 -11.7%
1917 TG TREDEGAR CORP Industrials 196,738.0 $1.6M 0.00% -2K -1.0% $7.95 -3.6%
1918 SEDG SOLAREDGE TECHNO Energy 30,600.0 $1.6M 0.00% -522K -94.5% $51.05 +10.1%
1919 VGZ VISTA GOLD CORP Basic Materials 796,263.0 $1.6M 0.00% -473K -37.3% $1.96 +12.8%
1920 SPSC SPS COMMERCE INC Technology 27,942.0 $1.6M 0.00% -17K -38.0% $55.67 -3.5%
Page 96 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%