Marshall Wace
FIVE icon

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
Q2 		– Sell
-100
Closed -$22.8K – 3353
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Wace's FIVE Position: Q2 2026 in Review

Marshall Wace increased its Five Below (FIVE) stake by 15% in Q2 2026, buying an estimated $43.8M and bringing the position to 1,537,377 shares worth $276M. The position accounts for 0.22% of the portfolio, ranked #62.

Marshall Wace first reported a position in FIVE in Q2 2014 and has held it in 33 quarters since. The position peaked at $336M in Q4 2025. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Marshall Wace held 1,537,377 shares of Five Below worth $276M as of Q2 2026.
  • Marshall Wace bought 203,460 Five Below shares in Q2 2026, an estimated $43.8M.
  • Five Below made up 0.22% of Marshall Wace's portfolio in Q2 2026, its #62 holding.
  • Marshall Wace first reported a position in Five Below in Q2 2014 and has held it in 33 quarters since.
  • Marshall Wace's Five Below position peaked at $336M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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