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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 49 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 VTS VITESSE ENERGY Energy 75,614.0 $1.4M 0.00% +62K +443.2% $18.16 +1.9%
962 SRCE 1ST SOURCE CORP Financial Services 19,778.0 $1.4M 0.00% +15K +360.3% $69.21 +2.9%
963 CCLD CARECLOUD INC Healthcare 373,731.0 $1.4M 0.00% +290K +347.2% $3.65 -41.9%
964 HIMALAYA SHIPPIN 102,336.0 $1.4M 0.00% +88K +604.5% $13.30
965 GASS STEALTHGAS INC Industrials 147,915.0 $1.4M 0.00% +45K +43.1% $9.18 +9.7%
966 WERN WERNER ENT Industrials 45,794.0 $1.3M 0.00% +37K +445.8% $29.41 +26.9%
967 DMRC DIGIMARC CORP Technology 271,858.0 $1.3M 0.00% +255K +1467.5% $4.91 +88.6%
968 TRON TRON INC Consumer Cyclical 583,276.0 $1.3M 0.00% +407K +231.1% $2.27 -12.8%
969 BMNR BITMINE IMMERSIO Financial Services 66,867.0 $1.3M 0.00% +17K +34.2% $19.78 -5.3%
970 GCI LIBERTY-A 35,775.0 $1.3M 0.00% +24K +199.8% $36.85
971 ABM ABM INDUSTRIES Industrials 34,136.0 $1.3M 0.00% +4K +14.7% $38.52 +4.3%
972 BZUN BAOZUN INC-ADR Consumer Cyclical 548,415.0 $1.3M 0.00% +202K +58.1% $2.39 +4.6%
973 SMTI SANARA MEDTECH I Healthcare 76,282.0 $1.3M 0.00% +28K +56.9% $17.18 +27.4%
974 OPXS OPTEX SYSTEMS HO Industrials 98,976.0 $1.3M 0.00% +8K +8.9% $13.22 -19.4%
975 BYRN BYRNA TECHNOLOGI Industrials 141,591.0 $1.3M 0.00% +98K +223.7% $9.18 -44.7%
976 FSUN FIRSTSUN CAPITAL Financial Services 35,343.0 $1.3M 0.00% +22K +166.4% $36.46 -5.4%
977 AVXL ANAVEX LIFE SCIE Healthcare 419,497.0 $1.3M 0.00% +237K +130.2% $3.07 -6.2%
978 NUAI NEW ERA ENERGY & Energy 311,984.0 $1.3M 0.00% +193K +163.3% $4.06 +6.8%
979 INTT INTEST CORP Technology 91,149.0 $1.2M 0.00% +69K +306.9% $13.65 +29.5%
980 NAUT NAUTILUS BIOTECH Healthcare 319,882.0 $1.2M 0.00% +203K +173.3% $3.88 -35.3%
Page 49 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%