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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 47 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MORN MORNINGSTAR INC Financial Services 10,583.0 $1.8M 0.00% +7K +206.4% $169.05 +4.7%
922 DCTH DELCATH SYSTEMS Healthcare 191,630.0 $1.8M 0.00% +167K +687.2% $9.28 +19.5%
923 SAB BIOTHERAPEUT 463,925.0 $1.8M 0.00% +227K +96.2% $3.83
924 Z ZILLOW GRO-C Communication Services 42,905.0 $1.8M 0.00% +30K +238.3% $41.38 -10.2%
925 EVTC EVERTEC INC Technology 62,103.0 $1.8M 0.00% +46K +291.7% $28.22 -14.0%
926 BCYC BICYCLE THER-ADR Healthcare 377,335.0 $1.8M 0.00% +339K +872.6% $4.64 -6.2%
927 DAVA ENDAVA PLC-ADR Technology 395,038.0 $1.7M 0.00% +189K +91.9% $4.42 -9.5%
928 BELFA BEL FUSE INC-A Technology 9,658.0 $1.7M 0.00% +7K +271.9% $180.20 +24.5%
929 GEMI GEMINI SPACE -A Financial Services 385,710.0 $1.7M 0.00% +318K +465.7% $4.42 +21.5%
930 CWH CAMPING WORLD-A Consumer Cyclical 248,993.0 $1.7M 0.00% +92K +58.7% $6.83 +2.2%
931 AUDC AUDIOCODES LTD Technology 202,082.0 $1.7M 0.00% +15K +8.1% $8.41 -3.9%
932 EVGO EVGO INC Consumer Cyclical 969,083.0 $1.7M 0.00% +252K +35.1% $1.72 +11.6%
933 REI RING ENERGY INC Energy 1,088,738.0 $1.7M 0.00% +11K +1.0% $1.53 -12.4%
934 SMWB SIMILARWEB LTD Communication Services 638,188.0 $1.7M 0.00% +346K +118.2% $2.61 +31.0%
935 PCB PCB BANCORP Financial Services 73,765.0 $1.7M 0.00% +2K +2.1% $22.49 +6.0%
936 NFE NEW FORTRESS ENE Utilities 2,791,991.0 $1.6M 0.00% +2.7M +4415.6% $0.59 +4.0%
937 DNN DENISON MINES CO Energy 466,110.0 $1.6M 0.00% +293K +168.6% $3.53 -7.9%
938 SEADRILL LIMITED 36,115.0 $1.6M 0.00% +14K +63.0% $45.50
939 WNEB WESTERN NEW ENGL Financial Services 126,902.0 $1.6M 0.00% +17K +15.9% $12.93 +3.8%
940 RBBN RIBBON COMMUNICA Communication Services 769,787.0 $1.6M 0.00% +596K +343.2% $2.12 +24.5%
Page 47 of 59  ·  1,171 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%