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Hedge fund, long-only 13F filer

Marshall Wace

Marshall Wace is a London long/short equity firm founded by Paul Marshall and Ian Wace in 1997, known for its systematic TOPS process that turns broker ideas into portfolios. It discloses US-listed long equity (and some options) positions each quarter on SEC Form 13F — bonds, cash, private businesses and non-US holdings are not in that filing.

118.5BUSDreported value
3,103positions
+25.1BUSDon the prior filing
IVVlargest holding, 23.5%

What do people ask about Marshall Wace?

From live data
What is Marshall Wace's biggest holding?23.5%

As of the quarter ended 30 June 2026, the largest disclosed position was IVV (ISHARES-S&P 500), about 23.5% of the disclosed US-listed portfolio by reported value.

What did Marshall Wace buy in Q2 2026?784

784 new positions were disclosed for the quarter ended 30 June 2026; the largest were a Put on SOXX, LPLA, HUM. Adds and trims are listed in the quarterly-changes table on this page.

How concentrated is the portfolio?32%

Broadly diversified. The top five positions are 32% of disclosed value and the top ten are 38%.

When is Marshall Wace's next 13F due?

13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Marshall Wace files is up to the manager; we show whatever EDGAR receives.

Does this show the whole portfolio?

No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.

Read the form itself on SEC EDGAR or see our plain-words guide to 13F filings — Marshall Wace may have already changed these positions since 30 June 2026.

References
  1. SEC EDGAR Form 13F-HR, quarterly, up to 45 days delayed. Filings are public records. Ticker mapping via SEC public files and OpenFIGI.
  2. Finazon prior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source