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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 28 of 47  ·  928 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MTCH MATCH GROUP INC Communication Services 24,685.0 $758K 0.00% NEW $30.71 +15.1%
542 NGEN NERVGEN PHARMA C Healthcare 200,359.0 $755K 0.00% NEW $3.77 -5.6%
543 CORT CORCEPT THERA Healthcare 18,692.0 $753K 0.00% NEW $40.31 +44.4%
544 ITRN ITURAN LOCATION Technology 15,319.0 $751K 0.00% NEW $49.01 +16.2%
545 BBSI BARRETT BUS SVCS Industrials 25,699.0 $750K 0.00% NEW $29.18 +6.3%
546 DOMO DOMO INC- CL B Technology 241,021.0 $738K 0.00% NEW $3.06 +17.0%
547 UNIT UNITI GROUP INC Real Estate 78,524.0 $737K 0.00% NEW $9.38 +13.8%
548 ONCY ONCOLYTICS BIO Healthcare 859,831.0 $731K 0.00% NEW $0.85 -8.8%
549 TRIP TRIPADVISOR INC Consumer Cyclical 68,485.0 $730K 0.00% NEW $10.66 -12.8%
550 PBUS INVESCO PUREBETA 11,200.0 $730K 0.00% NEW $65.17 +13.9%
551 OTLY OATLY GROUP Consumer Defensive 71,532.0 $725K 0.00% NEW $10.14 -2.9%
552 FCX PUT FREEPORT-MCMORAN Basic Materials 12,300.0 $723K 0.00% NEW $58.78 -0.2%
553 BOKF BOK FINL CORP Financial Services 5,600.0 $717K 0.00% NEW $128.06 +1.5%
554 NKSH NATL BKSHS INC Financial Services 19,499.0 $710K 0.00% NEW $36.41 -3.5%
555 CVGI COMMERCIAL VEHIC Consumer Cyclical 207,309.0 $707K 0.00% NEW $3.41 +39.9%
556 FIBK FIRST INTER/MT-A Financial Services 21,125.0 $706K 0.00% NEW $33.40 +2.9%
557 WSFS WSFS FINANCIAL Financial Services 10,700.0 $700K 0.00% NEW $65.46 +8.1%
558 VTEX VTEX -CLASS A Technology 173,981.0 $696K 0.00% NEW $4.00 -11.8%
559 MELI PUT MERCADOLIBRE INC Consumer Cyclical 400.0 $692K 0.00% NEW $1729.02 -7.8%
560 IE IVANHOE ELECTRIC Technology 58,100.0 $687K 0.00% NEW $11.82 -1.6%
Page 28 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%