Marshall Wace
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Marshall Wace’s LiveOne LVO Stock Holding History

Marshall Wace’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,045
Closed -$103K – 3249
2025
Q3 		$103K Buy
25,045
+1,901
+8% +$11.8K ﹤0.01% 2653
2025
Q2 		$174K Buy
+23,144
New +$172K ﹤0.01% 2479
2025
Q1 		– Sell
-4,546
Closed -$66.8K – 2896
2024
Q4 		$66.8K Buy
+4,546
New +$39.7K ﹤0.01% 2470
2024
Q3 		– Sell
-3,776
Closed -$59.3K – 2768
2024
Q2 		$59.3K Buy
+3,776
New +$66.7K ﹤0.01% 2434
2023
Q4 		– Sell
-6,391
Closed -$61.4K – 2432
2023
Q3 		$61.4K Buy
+6,391
New +$102K ﹤0.01% 2075
2021
Q4 		– Sell
-1,212
Closed -$36K – 4118
2021
Q3 		$36K Sell
1,212
-13,361
-92% -$462K ﹤0.01% 2943
2021
Q2 		$688K Sell
14,573
-2,590
-15% -$112K ﹤0.01% 1983
2021
Q1 		$745K Buy
+17,163
New +$731K ﹤0.01% 1790
2020
Q4 		– Sell
-6,251
Closed -$162K – 2055
2020
Q3 		$162K Buy
+6,251
New +$195K ﹤0.01% 1478

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace's LVO Position: Q4 2025 in Review

Marshall Wace sold out of LiveOne (LVO) in Q4 2025, closing a stake of 25,045 shares — an estimated $103K sold.

Marshall Wace first reported a position in LVO in Q3 2020 and held it in 9 quarters. The position peaked at $745K in Q1 2021. 30 funds tracked by Wall St. Rank hold LVO as of Q4 2025.

  • Marshall Wace reported no remaining LiveOne position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 25,045 LiveOne shares in Q4 2025, an estimated $103K.
  • Marshall Wace first reported a position in LiveOne in Q3 2020 and held it in 9 quarters.
  • Marshall Wace's LiveOne position peaked at $745K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held LiveOne as of Q4 2025.

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