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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 134 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 EMBOT ANDINA-ADR 11,562.0 $292K NEW $25.22
2662 IBB ISHARES NASDAQ B 1,700.0 $287K -3K -64.9% $168.85 -1.9%
2663 NYT NEW YORK TIMES-A Communication Services 3,427.0 $287K -231K -98.5% $83.73 -11.4%
2664 ADI PUT ANALOG DEVICES Technology 900.0 $286K -149K -99.4% $318.14 +25.4%
2665 NBTX NANOBIOTIX - ADR Healthcare 9,239.0 $285K -261.0 -2.8% $30.87 +41.0%
2666 CWK CRAWFORD & CO-B Real Estate 27,982.0 $284K +14K +105.8% $10.14 +23.6%
2667 BCO BRINK'S CO/THE Industrials 2,735.0 $283K NEW $103.63 -0.7%
2668 GNSS GENASYS INC Technology 155,462.0 $283K +92K +143.1% $1.82 +2.7%
2669 IBKR CALL INTERACTIVE BROK Financial Services 4,200.0 $282K -13K -75.3% $67.07 +24.8%
2670 GBCI GLACIER BANCORP Financial Services 6,300.0 $281K NEW $44.67 +6.2%
2671 AMKR AMKOR TECH INC Technology 6,225.0 $280K NEW $45.03 +47.3%
2672 ATS CORP 9,920.0 $280K NEW $28.20
2673 CAN CANAAN INC Technology 646,526.0 $278K NEW $0.43 +1.6%
2674 ATEC ALPHATEC HOLDING Healthcare 25,463.0 $277K NEW $10.88 -24.3%
2675 NVST ENVISTA HOLDINGS Healthcare 10,874.0 $276K -135K -92.5% $25.37 -9.3%
2676 PKOH PARK OHIO HLDGS Industrials 11,444.0 $275K -21K -64.5% $24.04 +21.1%
2677 Z SQUARED INC 24,513.0 $275K NEW $11.22
2678 ALGN CALL ALIGN TECHNOLOGY Healthcare 1,600.0 $274K -2K -48.4% $171.43 -10.2%
2679 MTZ MASTEC INC Industrials 852.0 $274K -102K -99.2% $321.74 +21.2%
2680 REGN REGENERON PHARM Healthcare 353.0 $273K -478K -99.9% $772.64 -17.9%
Page 134 of 157  ·  3,130 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%