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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 80 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AUNA SA-CLASS A 532,866.0 $2.9M 0.00% +370K +226.9% $5.51
1582 RHLD RESOLUTE Industrials 18,089.0 $2.9M 0.00% -4K -18.3% $162.30 -32.0%
1583 FNV FRANCO-NEVADA CO Basic Materials 11,853.0 $2.9M 0.00% -180K -93.8% $247.05 -8.6%
1584 MNRO MONRO INC Consumer Cyclical 182,486.0 $2.9M 0.00% NEW $16.04 +2.1%
1585 RC READY CAPITAL CO Real Estate 1,799,551.0 $2.9M 0.00% +590K +48.8% $1.62 +12.3%
1586 PDLB PONCE FINANCIAL Financial Services 174,392.0 $2.9M 0.00% +54K +44.8% $16.71 +11.4%
1587 WLTH WEALTHFRONT CORP Technology 314,762.0 $2.9M 0.00% +44K +16.2% $9.25 +25.2%
1588 LOVE LOVESAC CO/THE Consumer Cyclical 195,302.0 $2.9M 0.00% NEW $14.77 +7.2%
1589 CMTL COMTECH TELECOMM Technology 867,137.0 $2.9M 0.00% +131K +17.9% $3.32 +26.8%
1590 ZIP ZIPRECRUITER INC Industrials 1,562,759.0 $2.9M 0.00% NEW $1.84 +82.1%
1591 CODA CODA OCTOPUS GRO Industrials 254,189.0 $2.9M 0.00% +96K +60.6% $11.30 +1.0%
1592 FIX COMFORT SYSTEMS Industrials 2,079.0 $2.9M 0.00% NEW $1378.99 +33.0%
1593 FOXA FOX CORP - A Communication Services 48,889.0 $2.9M 0.00% -6K -10.2% $58.40 +10.0%
1594 NVEC NVE CORP Technology 43,476.0 $2.8M 0.00% +1K +3.0% $65.50 +33.7%
1595 NTST NETSTREIT CORP Real Estate 151,039.0 $2.8M 0.00% -206K -57.7% $18.83 +9.5%
1596 MOOG INC-CLASS A 9,700.0 $2.8M 0.00% NEW $292.64
1597 EZPW EZCORP INC-A Financial Services 111,436.0 $2.8M 0.00% -109K -49.5% $25.38 +31.8%
1598 IMKTA INGLES MARKETS-A Consumer Defensive 31,298.0 $2.8M 0.00% NEW $89.89 -2.8%
1599 OBT ORANGE COUNTY BA Financial Services 87,866.0 $2.8M 0.00% +34K +62.0% $31.98 +6.3%
1600 ALLT ALLOT LTD Technology 421,712.0 $2.8M 0.00% NEW $6.66 +11.1%
Page 80 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%