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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 39 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BRZE BRAZE INC-A Technology 727,852.0 $17.2M 0.02% +23K +3.3% $23.61 -3.3%
762 GNRC GENERAC HOLDINGS Industrials 86,892.0 $17.0M 0.02% +52K +148.8% $195.33 +24.9%
763 PWR QUANTA SERVICES Industrials 30,822.0 $16.9M 0.02% NEW $549.02 +30.1%
764 ATRO ASTRONICS CORP Industrials 251,213.0 $16.8M 0.02% -134K -34.8% $66.73 +27.4%
765 OWL BLUE OWL CAPITAL Financial Services 1,835,343.0 $16.8M 0.02% NEW $9.13 +3.3%
766 FBIN FORTUNE BRANDS I Industrials 426,950.0 $16.6M 0.02% +331K +345.4% $38.97 -14.3%
767 EBC EASTERN BANKSHAR Financial Services 846,973.0 $16.6M 0.02% +405K +91.6% $19.56 -1.7%
768 CBRL CRACKER BARREL Consumer Cyclical 586,849.0 $16.5M 0.02% +381K +185.3% $28.11 +6.7%
769 XLF SPDR-FINL SELECT 332,500.0 $16.4M 0.02% +217K +186.9% $49.37 +4.6%
770 ALKT ALKAMI TECHNOLOG Technology 1,040,206.0 $16.3M 0.02% +868K +502.8% $15.67 +7.5%
771 MOD MODINE MFG CO Consumer Cyclical 75,158.0 $16.3M 0.02% -317K -80.8% $216.71 +12.8%
772 PAYO PAYONEER GLOBAL Technology 3,365,534.0 $16.3M 0.02% +2.0M +146.9% $4.83 -0.6%
773 JBLU JETBLUE AIRWAYS Industrials 3,672,659.0 $16.2M 0.02% +3.1M +534.2% $4.42 -0.9%
774 RIGL RIGEL PHARMACEUT Healthcare 598,378.0 $16.2M 0.02% -15K -2.5% $27.04 +4.7%
775 UCTT ULTRA CLEAN HOLD Technology 259,852.0 $16.2M 0.02% +146K +129.0% $62.18 +23.8%
776 ALTO ALTO INGREDIENTS Basic Materials 3,337,356.0 $16.2M 0.02% +2.2M +189.2% $4.84 -3.5%
777 SSNC SS&C TECHNOLOGIE Technology 238,809.0 $16.1M 0.02% +216K +927.4% $67.57 -2.0%
778 MASI MASIMO CORP Healthcare 90,657.0 $16.1M 0.02% -129K -58.7% $177.87 +0.5%
779 FSLR FIRST SOLAR INC Energy 81,716.0 $16.1M 0.02% +68K +495.6% $197.26 +12.4%
780 BRO BROWN & BROWN Financial Services 246,349.0 $16.1M 0.02% +238K +2822.6% $65.21 -11.9%
Page 39 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%