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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 68 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 VSCO VICTORIA'S SECRE Consumer Cyclical 101,165.0 $4.7M 0.01% -1.7M -94.4% $46.36 +2.9%
1342 ODDITY TECH LTD 348,057.0 $4.7M 0.01% +14K +4.0% $13.38
1343 RDVT RED VIOLET INC Technology 134,589.0 $4.7M 0.01% +47K +53.1% $34.60 +43.2%
1344 FCPT FOUR CORNERS PRO Real Estate 196,408.0 $4.6M 0.01% -767K -79.6% $23.65 +5.7%
1345 TIGR UP FINTECH H-ADR Financial Services 735,743.0 $4.6M 0.01% -1.3M -63.6% $6.30 -6.5%
1346 OMCL OMNICELL INC Healthcare 138,390.0 $4.6M 0.01% +110K +392.1% $33.38 +31.1%
1347 BRCB BLACK ROCK COF-A Consumer Defensive 356,785.0 $4.6M 0.01% +195K +119.9% $12.92 -49.1%
1348 BWMN BOWMAN CONSULTIN Industrials 161,591.0 $4.6M 0.01% +73K +82.2% $28.44 +9.3%
1349 QNST QUINSTREET INC Communication Services 381,511.0 $4.6M 0.01% -286K -42.9% $12.01 -0.2%
1350 IXN ISHARES GLOBAL T 45,747.0 $4.6M 0.01% NEW $99.97 +34.6%
1351 RXO RXO INC Industrials 310,800.0 $4.5M 0.01% +284K +1070.2% $14.62 +63.1%
1352 ASSEMBLY BIOSCIE 163,400.0 $4.5M 0.01% +34K +26.6% $27.75
1353 FSS FED SIGNAL CORP Industrials 41,923.0 $4.5M 0.01% NEW $108.14 +3.2%
1354 EXC EXELON CORP Utilities 92,462.0 $4.5M 0.01% -286K -75.5% $49.02 -7.5%
1355 FPI FARMLAND PARTNER Real Estate 401,966.0 $4.5M 0.00% -41K -9.3% $11.23 -6.8%
1356 GIII G III APPAREL Consumer Cyclical 162,859.0 $4.5M 0.00% -324K -66.5% $27.70 +10.0%
1357 HLF HERBALIFE LTD Consumer Defensive 305,187.0 $4.5M 0.00% +185K +154.6% $14.72 -13.8%
1358 COHR COHERENT CORP Technology 18,851.0 $4.5M 0.00% +16K +598.2% $238.21 +58.7%
1359 DXC DXC TECHNOLOGY C Technology 356,556.0 $4.5M 0.00% +142K +66.0% $12.57 -26.6%
1360 CXT CRANE NXT CO Industrials 110,358.0 $4.5M 0.00% +68K +159.7% $40.59 -1.3%
Page 68 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%