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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 99 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 FERROVIAL NV 21,700.0 $1.4M 0.00% -170K -88.7% $65.05
1962 SCM STELLUS CAPITAL Financial Services 152,859.0 $1.4M 0.00% NEW $9.21 -0.9%
1963 JAKK JAKKS PACIFIC Consumer Cyclical 70,551.0 $1.4M 0.00% NEW $19.92 +11.2%
1964 INN SUMMIT HOTEL PRO Real Estate 317,953.0 $1.4M 0.00% NEW $4.42 +27.6%
1965 WF WOORI FI-ADR Financial Services 21,092.0 $1.4M 0.00% +16K +293.8% $66.60 -6.2%
1966 INHIBRX BI 20,888.0 $1.4M 0.00% -8K -28.7% $67.23
1967 GWRE GUIDEWIRE SOFTWA Technology 9,376.0 $1.4M 0.00% -15K -60.8% $149.56 -9.3%
1968 DYNF B/R US EQY FCTR 24,070.0 $1.4M 0.00% NEW $58.18 +14.3%
1969 DSP VIANT TECHNOLO-A Technology 124,856.0 $1.4M 0.00% NEW $11.20 -1.8%
1970 PTON PELOTON INTERA-A Consumer Cyclical 325,728.0 $1.4M 0.00% +306K +1520.5% $4.29 +20.5%
1971 ADUS ADDUS HOMECARE Healthcare 14,905.0 $1.4M 0.00% NEW $93.65 -0.4%
1972 VIPS VIPSHOP HOLD-ADR Consumer Cyclical 88,775.0 $1.4M 0.00% +70K +376.0% $15.72 -9.5%
1973 VAL VALARIS LTD Energy 14,200.0 $1.4M 0.00% -66K -82.4% $98.04 +11.8%
1974 XFOR X4 PHARMACEUTICA Healthcare 336,834.0 $1.4M 0.00% +256K +318.7% $4.13 -8.7%
1975 TX TERNIUM SA-ADR Basic Materials 34,485.0 $1.4M 0.00% NEW $40.15 +11.0%
1976 ZD ZIFF DAVIS INC Communication Services 32,829.0 $1.4M 0.00% NEW $41.96 +0.9%
1977 CORBUS PHARMACEU 146,596.0 $1.4M 0.00% +69K +89.0% $9.39
1978 AII AMERICAN INTEGRI Financial Services 71,350.0 $1.4M 0.00% -34K -32.0% $19.28 -12.6%
1979 ING ING GROEP-ADR Financial Services 52,733.0 $1.4M 0.00% NEW $26.05 +17.7%
1980 VTS VITESSE ENERGY Energy 75,614.0 $1.4M 0.00% +62K +443.2% $18.16 +1.1%
Page 99 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%