Marshall Wace
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Marshall Wace’s Five Below FIVE Stock Holding History

Marshall Wace’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Buy
+100
New +$20.9K ﹤0.01% 3045
2025
Q4 		– Sell
-200
Closed -$30.9K – 3126
2025
Q3 		$30.9K Buy
+200
New +$28.3K ﹤0.01% 2760

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's FIVE Position: Q1 2026 in Review

Marshall Wace reduced its Five Below (FIVE) stake by 25% in Q1 2026, selling an estimated $94.4M and leaving 1,333,917 shares worth $305M. The position accounts for 0.3% of the portfolio, ranked #41.

Marshall Wace first reported a position in FIVE in Q2 2014 and has held it in 32 quarters since. The position peaked at $336M in Q4 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Marshall Wace held 1,333,917 shares of Five Below worth $305M as of Q1 2026.
  • Marshall Wace sold 451,252 Five Below shares in Q1 2026, an estimated $94.4M.
  • Five Below made up 0.3% of Marshall Wace's portfolio in Q1 2026, its #41 holding.
  • Marshall Wace first reported a position in Five Below in Q2 2014 and has held it in 32 quarters since.
  • Marshall Wace's Five Below position peaked at $336M in Q4 2025.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

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