Marshall Wace

Marshall Wace’s Certara CERT Stock Holding History

Marshall Wace’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.17M	Sell	730,882 -67,300	-8%	-$514K	﹤0.01%	1389
2025 Q4	$7.03M	Buy	798,182 +64,153	+9%	+$661K	0.01%	1006
2025 Q3	$8.97M	Sell	734,029 -778,314	-51%	-$8.51M	0.01%	953
2025 Q2	$17.7M	Buy	1,512,343 +1,413,538	+1,431%	+$16.7M	0.02%	634
2025 Q1	$978K	Buy	98,805 +50,950	+106%	+$619K	﹤0.01%	1790
2024 Q4	$510K	Buy	47,855 +4,855	+11%	+$52.7K	﹤0.01%	2020
2024 Q3	$504K	Buy	+43,000	New	+$567K	﹤0.01%	1914
2024 Q1	–	Sell	-43,238	Closed	-$761K	–	2478
2023 Q4	$761K	Sell	43,238 -418,889	-91%	-$6.14M	﹤0.01%	1569
2023 Q3	$6.72M	Buy	+462,127	New	+$7.77M	0.01%	774
2023 Q1	–	Sell	-283,407	Closed	-$4.55M	–	2724
2022 Q4	$4.55M	Sell	283,407 -352,438	-55%	-$5.11M	0.01%	1245
2022 Q3	$8.45M	Buy	+635,845	New	+$11.7M	0.02%	1014

Other funds holding CERT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return