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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 52 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GL GLOBE LIFE INC Financial Services 6,592.0 $917K 0.00% +2K +42.2% $139.17 +11.4%
1022 CF BANKSHARES IN 32,521.0 $908K 0.00% +19K +149.1% $27.91
1023 VENU HOLDING COR 271,322.0 $898K 0.00% +161K +146.9% $3.31
1024 SLN SILENCE THER-ADR Healthcare 169,616.0 $894K 0.00% +14K +8.9% $5.27 +15.7%
1025 VRTX CALL VERTEX PHARM Healthcare 2,000.0 $893K 0.00% +800.0 +66.7% $446.54 -2.1%
1026 RDW REDWIRE CORP Industrials 104,487.0 $888K 0.00% +83K +378.9% $8.50 +65.4%
1027 AIS VISTASHARES AIS 21,147.0 $886K 0.00% +14K +185.0% $41.91 +56.8%
1028 WW INTERNATIONAL 62,823.0 $863K 0.00% +25K +65.6% $13.74
1029 GENC GENCOR INDS INC Industrials 56,250.0 $844K 0.00% +17K +43.1% $15.00 -3.3%
1030 SPRY ARS PHARMACEUTIC Healthcare 105,006.0 $843K 0.00% +26K +32.6% $8.03 -7.5%
1031 FLR FLUOR CORP Industrials 18,063.0 $843K 0.00% +11K +150.1% $46.65 -4.9%
1032 ACNB ACNB CORP Financial Services 17,220.0 $824K 0.00% +8K +92.5% $47.87 +11.4%
1033 OBIO ORCHESTRA BIOMED Healthcare 188,484.0 $801K 0.00% +17K +9.8% $4.25 -6.4%
1034 XME PUT SPDR S&P MET & M 7,300.0 $788K 0.00% +2K +37.7% $108.01 +4.8%
1035 MIND TECHNOLOGY 93,315.0 $779K 0.00% +79K +554.5% $8.35
1036 ACRV ACRIVON THERAPEU Healthcare 560,436.0 $779K 0.00% +64K +13.0% $1.39 +18.7%
1037 AEM PUT AGNICO EAGLE MIN Basic Materials 3,800.0 $771K 0.00% +4K +3700.0% $202.98 -11.7%
1038 TDW TIDEWATER INC Energy 9,219.0 $770K 0.00% +3K +49.8% $83.55 -1.4%
1039 BENITEC BIOPHARM 71,832.0 $765K 0.00% +36K +101.3% $10.65
1040 PCYO PURE CYCLE CORP Utilities 75,518.0 $760K 0.00% +39K +107.6% $10.06 +4.0%
Page 52 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%