Marshall Wace
BBDC icon

Marshall Wace’s Barings BDC BBDC Stock Holding History

Marshall Wace’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-70,081
Closed -$643K – 3194
2025
Q4 		$643K Sell
70,081
-62,696
-47% -$555K ﹤0.01% 2139
2025
Q3 		$1.16M Buy
132,777
+90,248
+212% +$849K ﹤0.01% 1875
2025
Q2 		$389K Sell
42,529
-56,900
-57% -$506K ﹤0.01% 2228
2025
Q1 		$949K Buy
99,429
+46,700
+89% +$461K ﹤0.01% 1804
2024
Q4 		$505K Sell
52,729
-77,971
-60% -$762K ﹤0.01% 2023
2024
Q3 		$1.28M Buy
+130,700
New +$1.3M ﹤0.01% 1548
2023
Q3 		– Sell
-77,255
Closed -$606K – 2190
2023
Q2 		$606K Buy
+77,255
New +$593K ﹤0.01% 1914
2022
Q2 		– Sell
-260,837
Closed -$2.7M – 3415
2022
Q1 		$2.7M Sell
260,837
-28,654
-10% -$307K 0.01% 1861
2021
Q4 		$3.19M Buy
+289,491
New +$3.2M 0.01% 1720
2021
Q3 		– Sell
-20,017
Closed -$211K – 3019
2021
Q2 		$211K Sell
20,017
-23,719
-54% -$248K ﹤0.01% 2428
2021
Q1 		$436K Buy
+43,736
New +$416K ﹤0.01% 1997
2014
Q3 		– Sell
-14,100
Closed -$400K – 877
2014
Q2 		$400K Buy
+14,100
New +$369K 0.01% 637

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's BBDC Position: Q1 2026 in Review

Marshall Wace sold out of Barings BDC (BBDC) in Q1 2026, closing a stake of 70,081 shares — an estimated $643K sold.

Marshall Wace first reported a position in BBDC in Q2 2014 and held it in 12 quarters. The position peaked at $3.19M in Q4 2021. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • Marshall Wace reported no remaining Barings BDC position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 70,081 Barings BDC shares in Q1 2026, an estimated $643K.
  • Marshall Wace first reported a position in Barings BDC in Q2 2014 and held it in 12 quarters.
  • Marshall Wace's Barings BDC position peaked at $3.19M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.