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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 25 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TALK TALKSPACE INC Healthcare 195,839.0 $1.0M 0.00% NEW $5.17 +0.4%
482 LUXEXPERIENCE BV 126,201.0 $1.0M 0.00% NEW $8.00
483 DDOG PUT DATADOG INC-A Technology 8,500.0 $1.0M 0.00% NEW $118.05 +79.3%
484 NAYAX LTD 17,792.0 $997K 0.00% NEW $56.04
485 THR THERMON GROUP HO Industrials 19,700.0 $993K 0.00% NEW $50.40 +27.5%
486 SBAC SBA COMM CORP Real Estate 5,758.0 $991K 0.00% NEW $172.11 +20.7%
487 ADAC AMERICAN DRIVE-A Financial Services 100,000.0 $990K 0.00% NEW $9.90 +0.3%
488 SGML SIGMA LITHIUM CO Basic Materials 80,163.0 $989K 0.00% NEW $12.34 +22.8%
489 MESH MESHFLOW ACQUI-A Financial Services 100,000.0 $989K 0.00% NEW $9.89 +0.5%
490 VCYT VERACYTE INC Healthcare 30,518.0 $983K 0.00% NEW $32.21 +38.2%
491 IJR ISHARES-S&P S/C 7,846.0 $975K 0.00% NEW $124.31 +8.8%
492 KELYA KELLY SERVICES-A Industrials 109,810.0 $972K 0.00% NEW $8.85 +17.4%
493 KLXE KLX ENERGY SERVI Energy 372,897.0 $970K 0.00% NEW $2.60 +33.7%
494 ABEONA THERAPEUT 216,305.0 $969K 0.00% NEW $4.48
495 REGCO REGENCY CENTERS Real Estate 12,800.0 $968K 0.00% NEW $75.66 -70.3%
496 SWK STANLEY BLACK & Industrials 13,593.0 $966K 0.00% NEW $71.06 +6.3%
497 SLM SLM CORP Financial Services 44,788.0 $959K 0.00% NEW $21.41 +2.4%
498 CLAR CLARUS CORP Consumer Cyclical 352,302.0 $958K 0.00% NEW $2.72 +7.7%
499 LPCV LAUNCHPAD CADE-A Financial Services 96,130.0 $952K 0.00% NEW $9.90 +0.7%
500 TAYD TAYLOR DEVICES Industrials 16,593.0 $946K 0.00% NEW $57.00 -9.7%
Page 25 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%