Marshall Wace’s Dynex Capital DX Stock Holding History

Marshall Wace’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Sell	212,468 -72,926	-26%	-$1M	﹤0.01%	1616
2025 Q4	$4M	Buy	+285,394	New	+$3.85M	﹤0.01%	1257
2023 Q4	–	Sell	-17,481	Closed	-$209K	–	2268
2023 Q3	$209K	Buy	+17,481	New	+$222K	﹤0.01%	1966
2022 Q4	–	Sell	-623,738	Closed	-$7.27M	–	3040
2022 Q3	$7.27M	Sell	623,738 -69,401	-10%	-$1.08M	0.02%	1113
2022 Q2	$11M	Buy	+693,139	New	+$11M	0.02%	801
2022 Q1	–	Sell	-2,056	Closed	-$35K	–	3490
2021 Q4	$35K	Sell	2,056 -294,593	-99%	-$5.11M	﹤0.01%	3631
2021 Q3	$5.13M	Sell	296,649 -279,876	-49%	-$4.95M	0.02%	919
2021 Q2	$10.8M	Sell	576,525 -89,144	-13%	-$1.75M	0.05%	451
2021 Q1	$12.6M	Buy	+665,669	New	+$12.3M	0.06%	342
2020 Q4	–	Sell	-18,495	Closed	-$281K	–	1938
2020 Q3	$281K	Buy	+18,495	New	+$283K	﹤0.01%	1378
2020 Q2	–	Sell	-64,947	Closed	-$678K	–	1640
2020 Q1	$678K	Buy	+64,947	New	+$1.07M	0.01%	903
2019 Q2	–	Sell	-254,189	Closed	-$4.64M	–	1457
2019 Q1	$4.64M	Buy	254,189 +160,311	+171%	+$2.93M	0.04%	487
2018 Q4	$1.61M	Buy	+93,878	New	+$1.68M	0.02%	783

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's DX Position: Q1 2026 in Review

Marshall Wace reduced its Dynex Capital (DX) stake by 26% in Q1 2026, selling an estimated $1M and leaving 212,468 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Marshall Wace first reported a position in DX in Q4 2018 and has held it in 13 quarters since. The position peaked at $12.6M in Q1 2021. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

Marshall Wace held 212,468 shares of Dynex Capital worth $2.71M as of Q1 2026.
Marshall Wace sold 72,926 Dynex Capital shares in Q1 2026, an estimated $1M.
Dynex Capital made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1616 holding.
Marshall Wace first reported a position in Dynex Capital in Q4 2018 and has held it in 13 quarters since.
Marshall Wace's Dynex Capital position peaked at $12.6M in Q1 2021.
266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

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