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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 27 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CBNK CAPITAL BANCORP Financial Services 61,173.0 $1.8M 0.00% -4K -5.7% $29.74 +3.0%
522 VITL VITAL FARMS INC Consumer Defensive 127,489.0 $1.8M 0.00% -829K -86.7% $14.12 -41.4%
523 BDTX BLACK DIAMOND TH Healthcare 836,266.0 $1.8M 0.00% -274K -24.7% $2.13 +40.8%
524 PDD PUT PDD HOLDINGS INC Consumer Cyclical 17,400.0 $1.8M 0.00% -300.0 -1.7% $102.18 -7.1%
525 CGNT COGNYTE SOFT Technology 219,174.0 $1.8M 0.00% -160K -42.1% $8.10 +23.3%
526 PPH MARKET VECTORS P 17,044.0 $1.8M 0.00% -9K -35.6% $103.88 -1.4%
527 OPRA OPERA LTD-ADR Communication Services 122,929.0 $1.8M 0.00% -138K -52.8% $14.26 +22.3%
528 RANGE CAPITAL AC 175,000.0 $1.8M 0.00% -125K -41.7% $10.00
529 ACDC PROFRAC HOLDIN-A Energy 281,149.0 $1.7M 0.00% -38K -12.0% $6.20 +29.7%
530 WOLF WOLFSPEED INC Technology 105,748.0 $1.7M 0.00% -198K -65.2% $16.32 +263.7%
531 SEZL SEZZLE INC Financial Services 26,854.0 $1.7M 0.00% -244K -90.1% $63.29 +61.9%
532 ACAD ACADIA PHARMACEU Healthcare 76,187.0 $1.7M 0.00% -417K -84.6% $22.26 -8.0%
533 VRE VERIS RESIDENTIA Real Estate 88,800.0 $1.7M 0.00% -5K -5.2% $18.87 +0.6%
534 UNTY UNITY BANCORP Financial Services 32,080.0 $1.7M 0.00% -10K -23.4% $51.83 +2.4%
535 LIVN LIVANOVA PLC Healthcare 26,023.0 $1.7M 0.00% -191K -88.0% $63.56 +13.6%
536 BJRI BJ'S RESTAURANTS Consumer Cyclical 46,942.0 $1.6M 0.00% -64K -57.7% $35.10 +21.5%
537 RDCM RADCOM LTD Communication Services 133,297.0 $1.6M 0.00% -62K -31.8% $12.16 +25.7%
538 FRMI FERMI INC Utilities 276,750.0 $1.6M 0.00% -135K -32.7% $5.84 +12.2%
539 VIAV VIAVI SOLUTIONS Technology 48,339.0 $1.6M 0.00% -2.1M -97.8% $33.28 +49.5%
540 TD TORONTO-DOM BANK Financial Services 17,228.0 $1.6M 0.00% -55K -76.3% $93.31 +16.2%
Page 27 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%