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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 72 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DEI DOUGLAS EMMETT Real Estate 414,245.0 $3.9M 0.00% -519K -55.6% $9.42 +21.7%
1422 PRLB PROTO LABS INC Industrials 68,355.0 $3.9M 0.00% NEW $57.02 +24.7%
1423 FORTE BIOSCIENCE 150,307.0 $3.9M 0.00% +114K +314.1% $25.90
1424 BAH PUT BOOZ ALLEN HAMIL Industrials 49,600.0 $3.9M 0.00% NEW $78.03 -2.2%
1425 BAH CALL BOOZ ALLEN HAMIL Industrials 49,600.0 $3.9M 0.00% NEW $78.03 -2.2%
1426 BLMN BLOOMIN' BRANDS Consumer Cyclical 716,128.0 $3.9M 0.00% -428K -37.4% $5.40 +43.5%
1427 CGNX COGNEX CORP Technology 78,691.0 $3.9M 0.00% -27K -25.8% $48.99 +31.2%
1428 SG SWEETGREEN INC-A Consumer Cyclical 740,513.0 $3.8M 0.00% +202K +37.6% $5.19 +73.6%
1429 BWXT BWX TECHNOLOGIES Industrials 18,782.0 $3.8M 0.00% -34K -64.7% $204.49 -1.0%
1430 PSN PARSONS CORP Industrials 70,841.0 $3.8M 0.00% +44K +166.9% $54.17 -4.7%
1431 WFC WELLS FARGO & CO Financial Services 48,100.0 $3.8M 0.00% -952K -95.2% $79.61 -4.8%
1432 EEM ISHARES MSCI EME 67,400.0 $3.8M 0.00% NEW $56.79 +16.3%
1433 MNKD MANNKIND CORP Healthcare 1,561,889.0 $3.8M 0.00% +1.3M +491.0% $2.45 +35.1%
1434 IDN INTELLICHECK INC Technology 545,382.0 $3.8M 0.00% +68K +14.3% $6.99 -39.3%
1435 RACE FERRARI NV Consumer Cyclical 11,305.0 $3.8M 0.00% -342K -96.8% $337.13 +1.4%
1436 EWI ISHARES MSCI ITA 71,162.0 $3.8M 0.00% +56K +370.6% $53.42 +10.4%
1437 PXED PHOENIX EDUCATIO Consumer Defensive 120,728.0 $3.8M 0.00% -82K -40.3% $31.46 -8.9%
1438 EXPD EXPEDITORS INTL Industrials 26,465.0 $3.8M 0.00% NEW $143.23 +9.7%
1439 ANAB ANAPTYSBIO INC Healthcare 68,047.0 $3.8M 0.00% NEW $55.46 +8.9%
1440 ESOA ENERGY SERVICES Industrials 286,009.0 $3.8M 0.00% NEW $13.13 +34.4%
Page 72 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%