Marshall Wace
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Marshall Wace’s Lifeway Foods LWAY Stock Holding History

Marshall Wace’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
132,257
+9,099
+7% +$194K ﹤0.01% 1646
2025
Q4 		$2.98M Buy
+123,158
New +$3.02M ﹤0.01% 1389
2025
Q3 		– Sell
-47,641
Closed -$1.17M – 3180
2025
Q2 		$1.17M Sell
47,641
-19,997
-30% -$474K ﹤0.01% 1788
2025
Q1 		$1.65M Sell
67,638
-37,951
-36% -$853K ﹤0.01% 1550
2024
Q4 		$2.62M Sell
105,589
-62,336
-37% -$1.56M ﹤0.01% 1333
2024
Q3 		$4.35M Buy
167,925
+67,708
+68% +$1.13M 0.01% 1047
2024
Q2 		$1.28M Buy
100,217
+32,742
+49% +$594K ﹤0.01% 1573
2024
Q1 		$1.16M Sell
67,475
-24,275
-26% -$311K ﹤0.01% 1595
2023
Q4 		$1.23M Buy
91,750
+62,561
+214% +$790K ﹤0.01% 1409
2023
Q3 		$302K Buy
+29,189
New +$254K ﹤0.01% 1884

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's LWAY Position: Q1 2026 in Review

Marshall Wace increased its Lifeway Foods (LWAY) stake by 7.4% in Q1 2026, buying an estimated $194K and bringing the position to 132,257 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Marshall Wace first reported a position in LWAY in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.35M in Q3 2024. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Marshall Wace held 132,257 shares of Lifeway Foods worth $2.56M as of Q1 2026.
  • Marshall Wace bought 9,099 Lifeway Foods shares in Q1 2026, an estimated $194K.
  • Lifeway Foods made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1646 holding.
  • Marshall Wace first reported a position in Lifeway Foods in Q3 2023 and has held it in 10 quarters since.
  • Marshall Wace's Lifeway Foods position peaked at $4.35M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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