Marshall Wace’s Oklo OKLO Stock Holding History

Marshall Wace’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.8M	Buy	+1,066,394	New	+$66.6M	0.04%	337
2025 Q3	–	Sell	-36,010	Closed	-$2.02M	–	3507
2025 Q2	$2.02M	Buy	+36,010	New	+$1.39M	﹤0.01%	1562
2025 Q1	–	Sell	-58,900	Closed	-$1.25M	–	3170
2024 Q4	$1.25M	Buy	+58,900	New	+$1.14M	﹤0.01%	1627
2023 Q2	–	Sell	-2,300,339	Closed	-$23.3M	–	3044
2023 Q1	$23.3M	Hold	2,300,339	–	–	0.05%	411
2022 Q4	$22.8M	Hold	2,300,339	–	–	0.05%	408
2022 Q3	$22.5M	Buy	2,300,339 +801,538	+53%	+$7.79M	0.05%	421
2022 Q2	$14.5M	Buy	1,498,801 +97,201	+7%	+$944K	0.03%	642
2022 Q1	$13.7M	Hold	1,401,600	–	–	0.03%	664
2021 Q4	$13.8M	Buy	1,401,600 +1,000,000	+249%	+$9.86M	0.03%	656
2021 Q3	$3.95M	Buy	+401,600	New	+$3.96M	0.02%	1086

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marshall Wace's OKLO Position: Q2 2026 in Review

Marshall Wace opened a new position in Oklo (OKLO) in Q2 2026: 1,066,394 shares worth $55.8M. The stake represents 0.04% of the portfolio and ranks #337 among its holdings. This is a return to the name: Marshall Wace previously reported a position in OKLO as recently as Q2 2025.

Marshall Wace first reported a position in OKLO in Q3 2021 and has held it in 10 quarters since. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Marshall Wace held 1,066,394 shares of Oklo worth $55.8M as of Q2 2026.
Oklo was a new Marshall Wace position in Q2 2026.
Oklo made up 0.04% of Marshall Wace's portfolio in Q2 2026, its #337 holding.
Marshall Wace first reported a position in Oklo in Q3 2021 and has held it in 10 quarters since.
670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.