Marshall Wace’s Kayne Anderson BDC KBDC Stock Holding History

Marshall Wace’s Portfolio KBDC Stock Details KBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31,400	Closed	-$450K	–	3757
2025 Q4	$450K	Buy	+31,400	New	+$457K	﹤0.01%	2280
2025 Q1	–	Sell	-18,117	Closed	-$300K	–	3174
2024 Q4	$300K	Buy	18,117 +4,359	+32%	+$71.6K	﹤0.01%	2232
2024 Q3	$223K	Buy	+13,758	New	+$222K	﹤0.01%	2263

Other funds holding KBDC

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HF Capital Knoxville, Tennessee $239M AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Marshall Wace's KBDC Position: Q1 2026 in Review

Marshall Wace sold out of Kayne Anderson BDC (KBDC) in Q1 2026, closing a stake of 31,400 shares — an estimated $450K sold.

Marshall Wace first reported a position in KBDC in Q3 2024 and held it in 3 quarters. The position peaked at $450K in Q4 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

Marshall Wace reported no remaining Kayne Anderson BDC position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 31,400 Kayne Anderson BDC shares in Q1 2026, an estimated $450K.
Marshall Wace first reported a position in Kayne Anderson BDC in Q3 2024 and held it in 3 quarters.
Marshall Wace's Kayne Anderson BDC position peaked at $450K in Q4 2025.
93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

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