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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 82 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 BBW BUILD-A-BEAR WOR Consumer Cyclical 71,681.0 $2.7M 0.00% +58K +412.0% $37.45 -0.8%
1622 CXM SPRINKLR INC-A Technology 446,668.0 $2.7M 0.00% +273K +156.5% $6.00 -12.0%
1623 NOA NORTH AMERICAN C Energy 198,770.0 $2.7M 0.00% +114K +135.7% $13.48 +7.3%
1624 ACRS ACLARIS THERAPEU Healthcare 712,984.0 $2.7M 0.00% +227K +46.9% $3.75 +21.1%
1625 VCTR VICTORY CAPITA-A Financial Services 40,544.0 $2.7M 0.00% NEW $65.48 +27.7%
1626 ENTA ENANTA PHARMACEU Healthcare 210,070.0 $2.7M 0.00% -175K -45.5% $12.63 +9.5%
1627 ANVS ANNOVIS BIO Healthcare 1,187,499.0 $2.6M 0.00% +462K +63.6% $2.23 -3.6%
1628 NWPX NWPX INFRASTRUCT Industrials 33,955.0 $2.6M 0.00% NEW $77.86 +40.0%
1629 CNOB CONNECTONE BANCO Financial Services 98,580.0 $2.6M 0.00% -17K -14.9% $26.77 +11.2%
1630 RICK RCI HOSPITALITY Consumer Cyclical 115,623.0 $2.6M 0.00% +48K +71.9% $22.81 +6.1%
1631 HQY HEALTHEQUITY INC Healthcare 31,536.0 $2.6M 0.00% -419K -93.0% $83.57 +3.4%
1632 LAUR LAUREATE EDUCATI Consumer Defensive 75,598.0 $2.6M 0.00% +9K +12.8% $34.84 -5.4%
1633 ASLE AERSALE CORP Industrials 422,322.0 $2.6M 0.00% -387K -47.8% $6.22 -1.1%
1634 CACC CREDIT ACCEPTANC Financial Services 6,183.0 $2.6M 0.00% +3K +86.5% $423.46 +29.2%
1635 KINS KINGSTONE COS IN Financial Services 179,641.0 $2.6M 0.00% -1K -0.6% $14.57 +9.7%
1636 HIFS HINGHAM INST SVG Financial Services 9,120.0 $2.6M 0.00% NEW $285.84 -0.8%
1637 PENG PENGUIN SOLUTION Technology 147,767.0 $2.6M 0.00% -69K -31.7% $17.60 +177.3%
1638 SRI STONERIDGE INC Consumer Cyclical 536,065.0 $2.6M 0.00% +135K +33.5% $4.83 +42.6%
1639 A AGILENT TECH INC Healthcare 22,656.0 $2.6M 0.00% -484K -95.5% $113.98 +0.7%
1640 EUAD SELECT STOXX EUR 63,308.0 $2.6M 0.00% +7K +12.4% $40.74 -2.3%
Page 82 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%