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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 26 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GGB GERDAU SA-ADR Basic Materials 586,600.0 $2.1M 0.00% -1.3M -68.8% $3.61 +27.4%
502 CAL CALERES INC Consumer Cyclical 199,451.0 $2.1M 0.00% -270K -57.5% $10.54 +4.9%
503 PACS PACS GROUP INC Financial Services 65,088.0 $2.1M 0.00% -393K -85.8% $32.12 +14.6%
504 SHG SHINHAN FINA-ADR Financial Services 33,721.0 $2.1M 0.00% -256K -88.4% $61.32 +3.8%
505 WLDN WILLDAN GROUP IN Industrials 26,949.0 $2.1M 0.00% -24K -46.9% $76.56 +16.4%
506 OVID OVID THERAPEUTIC Healthcare 917,733.0 $2.0M 0.00% -354K -27.8% $2.22 +8.6%
507 CLBT CELLEBRITE DI LT Technology 146,904.0 $2.0M 0.00% -185K -55.7% $13.78 -2.3%
508 EPSN EPSILON ENERGY Energy 325,535.0 $2.0M 0.00% -59K -15.4% $6.16 +5.4%
509 ALIGOS THERAPEUT 267,135.0 $2.0M 0.00% -2K -0.6% $7.43
510 HCC WARRIOR MET COAL Energy 21,104.0 $2.0M 0.00% -388.0 -1.8% $93.15 -8.1%
511 HLIO HELIOS TECHNOLOG Industrials 30,037.0 $1.9M 0.00% -41K -57.6% $64.71 +19.3%
512 PURSUIT ATTRACTI 52,750.0 $1.9M 0.00% -6K -9.8% $36.63
513 AVALO THERAPEUTI 129,136.0 $1.9M 0.00% -378K -74.6% $14.93
514 BGS B&G FOODS INC Consumer Defensive 393,119.0 $1.9M 0.00% -50K -11.3% $4.81 -16.0%
515 MSGE SPHERE ENTERTAIN Communication Services 16,066.0 $1.9M 0.00% -151K -90.4% $117.40 -41.2%
516 ROK ROCKWELL AUTOMAT Industrials 5,253.0 $1.9M 0.00% -22K -80.9% $358.88 +21.6%
517 WTRG ESSENTIAL UTILIT Utilities 46,700.0 $1.9M 0.00% -18K -28.1% $40.27 -7.5%
518 CMP COMPASS MINERALS Basic Materials 80,248.0 $1.9M 0.00% -137K -63.0% $23.35 +20.9%
519 UMC UNITED MICRO-ADR Technology 205,414.0 $1.8M 0.00% -4.5M -95.7% $8.98 +90.6%
520 FLNC FLUENCE ENERGY I Utilities 133,399.0 $1.8M 0.00% -684K -83.7% $13.76 +42.0%
Page 26 of 49  ·  969 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%