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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 29 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FERROVIAL NV 21,700.0 $1.4M 0.00% -170K -88.7% $65.05
562 INHIBRX BI 20,888.0 $1.4M 0.00% -8K -28.7% $67.23
563 GWRE GUIDEWIRE SOFTWA Technology 9,376.0 $1.4M 0.00% -15K -60.8% $149.56 -8.3%
564 VAL VALARIS LTD Energy 14,200.0 $1.4M 0.00% -66K -82.4% $98.04 +15.7%
565 AII AMERICAN INTEGRI Financial Services 71,350.0 $1.4M 0.00% -34K -32.0% $19.28 -14.1%
566 COMSTOCK INC 449,906.0 $1.4M 0.00% -220K -32.8% $3.05
567 PSA PUBLIC STORAGE Real Estate 5,017.0 $1.4M 0.00% -9K -63.9% $270.88 +9.3%
568 RING ISHARES MSCI GLO 17,193.0 $1.4M 0.00% -28K -62.0% $78.98 -7.6%
569 KIM KIMCO REALTY Real Estate 59,846.0 $1.3M 0.00% -662K -91.7% $22.47 +4.5%
570 SFST SOUTHERN FIRST Financial Services 24,601.0 $1.3M 0.00% -26K -51.2% $54.50 +2.6%
571 ALEC ALECTOR INC Healthcare 620,424.0 $1.3M 0.00% -546K -46.8% $2.15 -1.9%
572 FLY FIREFLY AEROSPAC Industrials 45,900.0 $1.3M 0.00% -78K -63.0% $28.47 +54.4%
573 OIH CALL VANECK OIL SRVS 3,200.0 $1.3M 0.00% -2K -37.2% $404.21 +11.6%
574 HDSN HUDSON TECH Basic Materials 219,271.0 $1.3M 0.00% -246K -52.9% $5.88 -16.8%
575 GHRS GH RESEARCH PLC Healthcare 91,108.0 $1.3M 0.00% -150K -62.2% $14.06 +54.2%
576 MRBK MERIDIAN CORP Financial Services 66,538.0 $1.3M 0.00% -50K -42.9% $18.96 -9.2%
577 PLRX PLIANT THERAPEUT Healthcare 995,973.0 $1.3M 0.00% -84K -7.8% $1.26 -8.7%
578 KMDA KAMADA LTD Healthcare 149,993.0 $1.3M 0.00% -47K -23.8% $8.34 -6.1%
579 VISN PUT VISTANCE NETWORK Technology 68,100.0 $1.2M 0.00% -60K -46.9% $18.20 -38.7%
580 EFA ISHARES-MSCI EAF 12,729.0 $1.2M 0.00% -10K -44.0% $97.13 +4.9%
Page 29 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%