Marshall Wace’s Information Services Group III Stock Holding History

Marshall Wace’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27,300	Closed	-$107K	–	2912
2025 Q1	$107K	Buy	27,300 +14,991	+122%	+$49.2K	﹤0.01%	2493
2024 Q4	$41.1K	Buy	+12,309	New	+$41.1K	﹤0.01%	2495
2022 Q1	–	Sell	-34,822	Closed	-$265K	–	3637
2021 Q4	$265K	Sell	34,822 -543,285	-94%	-$4.37M	﹤0.01%	3071
2021 Q3	$4.15M	Buy	578,107 +206,017	+55%	+$1.37M	0.02%	1048
2021 Q2	$2.18M	Buy	372,090 +304,043	+447%	+$1.57M	0.01%	1366
2021 Q1	$299K	Buy	+68,047	New	+$261K	﹤0.01%	2130

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

Marshall Wace's III Position: Q2 2025 in Review

Marshall Wace sold out of Information Services Group (III) in Q2 2025, closing a stake of 27,300 shares — an estimated $107K sold.

Marshall Wace first reported a position in III in Q1 2021 and held it in 6 quarters. The position peaked at $4.15M in Q3 2021. 112 funds tracked by Wall St. Rank hold III as of Q2 2025.

Marshall Wace reported no remaining Information Services Group position as of Q2 2025 after selling out during the quarter.
Marshall Wace sold 27,300 Information Services Group shares in Q2 2025, an estimated $107K.
Marshall Wace first reported a position in Information Services Group in Q1 2021 and held it in 6 quarters.
Marshall Wace's Information Services Group position peaked at $4.15M in Q3 2021.
112 funds tracked by Wall St. Rank held Information Services Group as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.