Marshall Wace
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Marshall Wace’s Gladstone Investment Corp GAIN Stock Holding History

Marshall Wace’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-164,583
Closed -$2.3M – 3382
2025
Q4 		$2.3M Sell
164,583
-130,759
-44% -$1.81M ﹤0.01% 1511
2025
Q3 		$4.08M Buy
295,342
+265,370
+885% +$3.74M ﹤0.01% 1267
2025
Q2 		$428K Buy
+29,972
New +$419K ﹤0.01% 2199
2024
Q4 		– Sell
-41,913
Closed -$606K – 2723
2024
Q3 		$606K Sell
41,913
-139,541
-77% -$1.88M ﹤0.01% 1859
2024
Q2 		$2.54M Sell
181,454
-58,847
-24% -$827K ﹤0.01% 1256
2024
Q1 		$3.42M Buy
240,301
+92,983
+63% +$1.32M 0.01% 1149
2023
Q4 		$2.08M Buy
147,318
+135,627
+1,160% +$1.87M ﹤0.01% 1202
2023
Q3 		$149K Buy
+11,691
New +$153K ﹤0.01% 2007
2023
Q1 		– Sell
-47,316
Closed -$611K – 2819
2022
Q4 		$611K Buy
47,316
+3,972
+9% +$52.4K ﹤0.01% 2300
2022
Q3 		$525K Buy
+43,344
New +$623K ﹤0.01% 2701
2020
Q3 		– Sell
-44,946
Closed -$460K – 1699
2020
Q2 		$460K Sell
44,946
-203,790
-82% -$2.09M ﹤0.01% 1219
2020
Q1 		$1.95M Buy
248,736
+58,368
+31% +$694K 0.02% 640
2019
Q4 		$2.52M Buy
+190,368
New +$2.58M 0.02% 743
2019
Q2 		– Sell
-69,130
Closed -$802K – 1517
2019
Q1 		$802K Buy
+69,130
New +$776K 0.01% 1006

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace's GAIN Position: Q1 2026 in Review

Marshall Wace sold out of Gladstone Investment Corp (GAIN) in Q1 2026, closing a stake of 164,583 shares — an estimated $2.3M sold.

Marshall Wace first reported a position in GAIN in Q1 2019 and held it in 14 quarters. The position peaked at $4.08M in Q3 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Marshall Wace reported no remaining Gladstone Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 164,583 Gladstone Investment Corp shares in Q1 2026, an estimated $2.3M.
  • Marshall Wace first reported a position in Gladstone Investment Corp in Q1 2019 and held it in 14 quarters.
  • Marshall Wace's Gladstone Investment Corp position peaked at $4.08M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

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