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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 17 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BCRX BIOCRYST PHARM Healthcare 246,477.0 $2.3M 0.00% NEW $9.52 -7.9%
322 ENGENE THERAPEUT 343,928.0 $2.3M 0.00% NEW $6.81
323 CEG CONSTELLATION EN Utilities 8,270.0 $2.3M 0.00% NEW $279.25 -6.7%
324 BUSE FIRST BUSEY CORP Financial Services 90,316.0 $2.3M 0.00% NEW $25.27 +3.7%
325 MAGS ROUNDHILL MAGNIF 39,367.0 $2.3M 0.00% NEW $57.94 +18.3%
326 QXO QXO INC Industrials 116,572.0 $2.3M 0.00% NEW $19.42 -14.0%
327 AMAT CALL APPLIED MATERIAL Technology 6,600.0 $2.3M 0.00% NEW $341.79 +19.1%
328 SEANERGY MARITIM 174,347.0 $2.3M 0.00% NEW $12.91
329 PTC PTC INC Technology 15,766.0 $2.2M 0.00% NEW $142.49 +1.1%
330 NEPTUNE INSURA-A 91,927.0 $2.2M 0.00% NEW $24.19
331 AMRC AMERESCO INC-A Industrials 87,176.0 $2.2M 0.00% NEW $25.50 +13.5%
332 IEZ ISHARES-DJ O E S 75,876.0 $2.2M 0.00% NEW $28.95 +11.5%
333 NTGR NETGEAR INC Technology 99,652.0 $2.2M 0.00% NEW $21.84 +14.7%
334 QDEL QUIDELORTHO CORP Healthcare 131,833.0 $2.2M 0.00% NEW $16.43 -34.0%
335 UFPT UFP TECHNOLOGIES Healthcare 11,144.0 $2.2M 0.00% NEW $193.60 +12.2%
336 CELC CELCUITY INC Healthcare 18,900.0 $2.2M 0.00% NEW $114.14 +14.7%
337 KBR KBR INC Industrials 58,202.0 $2.1M 0.00% NEW $36.86 -12.5%
338 BOYD GROUP INC 16,500.0 $2.1M 0.00% NEW $127.86
339 EYPT EYEPOINT INC Healthcare 161,784.0 $2.1M 0.00% NEW $12.89 -9.2%
340 NIQ GLOBAL INTEL 183,212.0 $2.1M 0.00% NEW $11.37
Page 17 of 47  ·  928 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%