Marshall Wace’s Markforged Holding Corporation MKFG Stock Holding History

Marshall Wace’s Portfolio MKFG Stock Details MKFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,196	Closed	-$177K	–	2686
2023 Q3	$177K	Buy	12,196 +7,726	+173%	+$109K	﹤0.01%	1993
2023 Q2	$54.1K	Buy	+4,470	New	+$42.1K	﹤0.01%	2368
2022 Q4	–	Sell	-3,452	Closed	-$68K	–	3508
2022 Q3	$68K	Sell	3,452 -31,176	-90%	-$722K	﹤0.01%	3221
2022 Q2	$641K	Buy	34,628 +30,915	+833%	+$903K	﹤0.01%	2674
2022 Q1	$148K	Sell	3,713 -23,324	-86%	-$1.02M	﹤0.01%	3144
2021 Q4	$1.45M	Buy	27,037 +23,585	+683%	+$1.5M	﹤0.01%	2256
2021 Q3	$226K	Buy	+3,452	New	+$307K	﹤0.01%	2760

Other funds holding MKFG

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace's MKFG Position: Q4 2023 in Review

Marshall Wace sold out of Markforged Holding Corporation (MKFG) in Q4 2023, closing a stake of 12,196 shares — an estimated $177K sold.

Marshall Wace first reported a position in MKFG in Q3 2021 and held it in 7 quarters. The position peaked at $1.45M in Q4 2021. 68 funds tracked by Wall St. Rank hold MKFG as of Q4 2023.

Marshall Wace reported no remaining Markforged Holding Corporation position as of Q4 2023 after selling out during the quarter.
Marshall Wace sold 12,196 Markforged Holding Corporation shares in Q4 2023, an estimated $177K.
Marshall Wace first reported a position in Markforged Holding Corporation in Q3 2021 and held it in 7 quarters.
Marshall Wace's Markforged Holding Corporation position peaked at $1.45M in Q4 2021.
68 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2023.

Based on Marshall Wace's 13F filing for Q4 2023, filed 14 Feb 2024.