Marshall Wace
KIDS icon

Marshall Wace’s OrthoPediatrics KIDS Stock Holding History

Marshall Wace’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-444,320
Closed -$8.23M – 3211
2025
Q3 		$8.23M Buy
444,320
+25,191
+6% +$519K 0.01% 991
2025
Q2 		$9M Buy
419,129
+63,345
+18% +$1.37M 0.01% 884
2025
Q1 		$8.76M Buy
+355,784
New +$8.79M 0.01% 818
2024
Q2 		– Sell
-55,902
Closed -$1.63M – 2747
2024
Q1 		$1.63M Buy
+55,902
New +$1.56M ﹤0.01% 1453
2023
Q3 		– Sell
-5,597
Closed -$245K – 2455
2023
Q2 		$245K Buy
+5,597
New +$258K ﹤0.01% 2194
2023
Q1 		– Sell
-16,122
Closed -$641K – 2893
2022
Q4 		$641K Buy
+16,122
New +$672K ﹤0.01% 2273
2021
Q2 		– Sell
-8,133
Closed -$396K – 2855
2021
Q1 		$396K Buy
8,133
+3,126
+62% +$150K ﹤0.01% 2032
2020
Q4 		$207K Buy
+5,007
New +$230K ﹤0.01% 1741
2020
Q3 		– Sell
-44,915
Closed -$1.97M – 1764
2020
Q2 		$1.97M Buy
+44,915
New +$2.02M 0.01% 802
2019
Q2 		– Sell
-9,677
Closed -$428K – 1603
2019
Q1 		$428K Buy
+9,677
New +$368K ﹤0.01% 1179

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Marshall Wace's KIDS Position: Q4 2025 in Review

Marshall Wace sold out of OrthoPediatrics (KIDS) in Q4 2025, closing a stake of 444,320 shares — an estimated $8.23M sold.

Marshall Wace first reported a position in KIDS in Q1 2019 and held it in 10 quarters. The position peaked at $9M in Q2 2025. 120 funds tracked by Wall St. Rank hold KIDS as of Q4 2025.

  • Marshall Wace reported no remaining OrthoPediatrics position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 444,320 OrthoPediatrics shares in Q4 2025, an estimated $8.23M.
  • Marshall Wace first reported a position in OrthoPediatrics in Q1 2019 and held it in 10 quarters.
  • Marshall Wace's OrthoPediatrics position peaked at $9M in Q2 2025.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.