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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 84 of 157  ·  3,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 BAK BRASKEM SA-A-ADR Basic Materials 680,399.0 $2.5M 0.00% +519K +321.0% $3.66 +30.9%
1662 MNTN INC-A 281,112.0 $2.5M 0.00% +248K +749.6% $8.80
1663 JKHY JACK HENRY Technology 15,629.0 $2.5M 0.00% -31K -66.2% $158.04 -11.7%
1664 OPCH OPTION CARE HEAL Healthcare 91,358.0 $2.5M 0.00% +82K +842.3% $26.92 -20.1%
1665 ONEW ONEWATER MARINE Consumer Cyclical 260,123.0 $2.5M 0.00% +14K +5.7% $9.45 +12.7%
1666 ISBA ISABELLA BANK Financial Services 53,678.0 $2.5M 0.00% +30K +126.3% $45.67 -5.3%
1667 IOSP INNOSPEC INC Basic Materials 33,526.0 $2.4M 0.00% +24K +263.3% $73.02 +7.8%
1668 INFU INFUSYSTEM HOLD Healthcare 265,209.0 $2.4M 0.00% +121K +84.5% $9.23 +7.7%
1669 BBWI BATH & BODY WORK Consumer Cyclical 131,071.0 $2.4M 0.00% +85K +183.0% $18.67 -7.2%
1670 CORP INMOBIL-ADR 73,156.0 $2.4M 0.00% -627.0 -0.8% $33.34
1671 SND SMART SAND INC Energy 475,536.0 $2.4M 0.00% +91K +23.6% $5.12 -4.7%
1672 CRC CALIFORNIA RESOU Energy 35,100.0 $2.4M 0.00% +22K +177.2% $69.22 -10.1%
1673 FOSL FOSSIL GROUP INC Consumer Cyclical 562,857.0 $2.4M 0.00% +516K +1090.7% $4.31 -5.3%
1674 AES AES CORP Utilities 171,843.0 $2.4M 0.00% -2.0M -92.3% $14.09 +4.3%
1675 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 7,199.0 $2.4M 0.00% +2K +29.5% $336.13 -8.2%
1676 XPEL XPEL INC Consumer Cyclical 54,660.0 $2.4M 0.00% NEW $44.26 +2.1%
1677 GIL GILDAN ACTIVEWEA Consumer Cyclical 43,312.0 $2.4M 0.00% NEW $55.65 +4.5%
1678 BV BRIGHTVIEW HOLDI Industrials 204,388.0 $2.4M 0.00% -69K -25.2% $11.79 +6.2%
1679 RWAY RUNWAY GROWTH FI Financial Services 350,719.0 $2.4M 0.00% -159K -31.1% $6.87 -7.4%
1680 LTRX LANTRONIX INC Technology 458,745.0 $2.4M 0.00% -220K -32.4% $5.24 +22.9%
Page 84 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%