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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 54 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 STEX STREAMEX CORP Financial Services 536,920.0 $607K 0.00% +476K +787.1% $1.13 -12.4%
1062 RBLX CALL ROBLOX CORP - A Technology 10,500.0 $594K 0.00% +10K +10000.0% $56.56 -24.2%
1063 SEQUANS COMM-ADR 232,648.0 $589K 0.00% +87K +60.0% $2.53
1064 SNX TD SYNNEX CORP Technology 3,488.0 $588K 0.00% +1K +50.1% $168.71 +36.5%
1065 PALLADYNE AI COR 95,252.0 $578K 0.00% +77K +426.0% $6.07
1066 HAFN HAFNIA LTD Industrials 74,967.0 $570K 0.00% +53K +235.8% $7.60 +14.7%
1067 VOYA VOYA FINANCIAL I Financial Services 8,300.0 $567K 0.00% +5K +144.1% $68.32 +19.2%
1068 METCB RAMACO RES-B Energy 55,379.0 $565K 0.00% +23K +73.4% $10.20 -1.8%
1069 ACTG ACACIA RESEARCH Industrials 116,289.0 $559K 0.00% +82K +238.8% $4.81 -3.5%
1070 SURROZEN INC 18,930.0 $551K 0.00% +8K +73.0% $29.13
1071 STLD STEEL DYNAMICS Basic Materials 3,040.0 $547K 0.00% +2K +144.2% $180.00 +27.4%
1072 NN NEXTNAV INC Communication Services 34,038.0 $545K 0.00% +18K +105.8% $16.02 +34.1%
1073 ICL ICL GROUP LTD Basic Materials 103,355.0 $535K 0.00% +58K +126.3% $5.18 +23.7%
1074 PEPG PEPGEN INC Healthcare 298,568.0 $528K 0.00% +8K +2.8% $1.77 -16.9%
1075 MAGN MAGNERA CORP Industrials 55,167.0 $525K 0.00% +23K +69.1% $9.51 +4.5%
1076 CGEN COMPUGEN LTD Healthcare 244,480.0 $521K 0.00% +138K +130.0% $2.13 +34.3%
1077 TBCH TURTLE BEACH COR Technology 50,507.0 $512K 0.00% +39K +331.7% $10.14 +7.5%
1078 THG HANOVER INSURANC Financial Services 2,911.0 $505K 0.00% +2K +135.1% $173.35 +12.3%
1079 MGNI MAGNITE INC Communication Services 42,468.0 $505K 0.00% +14K +47.6% $11.88 +7.9%
1080 BNC CEA INDUSTRIES I Industrials 171,799.0 $502K +127K +283.6% $2.92 -8.6%
Page 54 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%