Marshall Wace
CSWC icon

Marshall Wace’s Capital Southwest CSWC Stock Holding History

Marshall Wace’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87M Buy
+120,787
New +$2.83M ﹤0.01% 1649
2025
Q4 		– Sell
-252,245
Closed -$5.51M – 3044
2025
Q3 		$5.51M Buy
252,245
+105,083
+71% +$2.39M 0.01% 1148
2025
Q2 		$3.24M Sell
147,162
-101,586
-41% -$2.09M ﹤0.01% 1337
2025
Q1 		$5.55M Buy
248,748
+146,263
+143% +$3.3M 0.01% 1012
2024
Q4 		$2.24M Buy
102,485
+30,124
+42% +$709K ﹤0.01% 1390
2024
Q3 		$1.83M Sell
72,361
-1,892
-3% -$47.9K ﹤0.01% 1403
2024
Q2 		$1.94M Buy
+74,253
New +$1.91M ﹤0.01% 1388
2024
Q1 		– Sell
-93,744
Closed -$2.22M – 2503
2023
Q4 		$2.22M Buy
+93,744
New +$2.09M ﹤0.01% 1175
2023
Q1 		– Sell
-191,577
Closed -$3.28M – 2737
2022
Q4 		$3.28M Sell
191,577
-64,006
-25% -$1.14M 0.01% 1453
2022
Q3 		$4.33M Sell
255,583
-59,873
-19% -$1.15M 0.01% 1471
2022
Q2 		$5.81M Buy
315,456
+229,896
+269% +$5.06M 0.01% 1237
2022
Q1 		$2.03M Buy
85,560
+33,250
+64% +$815K ﹤0.01% 2042
2021
Q4 		$1.32M Buy
52,310
+27,378
+110% +$731K ﹤0.01% 2320
2021
Q3 		$628K Buy
+24,932
New +$649K ﹤0.01% 2282
2020
Q1 		– Sell
-151,233
Closed -$3.15M – 1687
2019
Q4 		$3.15M Buy
+151,233
New +$3.27M 0.02% 676
2019
Q3 		– Sell
-12,087
Closed -$253K – 1700
2019
Q2 		$253K Buy
+12,087
New +$263K ﹤0.01% 1210

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Marshall Wace's CSWC Position: Q2 2026 in Review

Marshall Wace opened a new position in Capital Southwest (CSWC) in Q2 2026: 120,787 shares worth $2.87M. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CSWC as recently as Q3 2025.

Marshall Wace first reported a position in CSWC in Q2 2019 and has held it in 16 quarters since. The position peaked at $5.81M in Q2 2022. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Marshall Wace held 120,787 shares of Capital Southwest worth $2.87M as of Q2 2026.
  • Capital Southwest was a new Marshall Wace position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1649 holding.
  • Marshall Wace first reported a position in Capital Southwest in Q2 2019 and has held it in 16 quarters since.
  • Marshall Wace's Capital Southwest position peaked at $5.81M in Q2 2022.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.