Marshall Wace
SI

Marshall Wace’s Shoulder Innovations Inc SI Stock Holding History

Marshall Wace’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Buy
+38,667
New +$594K ﹤0.01% 2321
2025
Q4 		– Sell
-132,888
Closed -$1.67M – 3628
2025
Q3 		$1.67M Buy
+132,888
New +$1.86M ﹤0.01% 1707

Other funds holding SI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace's SI Position: Q2 2026 in Review

Marshall Wace opened a new position in Shoulder Innovations Inc (SI) in Q2 2026: 38,667 shares worth $784K. The stake represents ﹤0.01% of the portfolio and ranks #2321 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SI as recently as Q3 2025.

Marshall Wace first reported a position in SI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.67M in Q3 2025. 53 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Marshall Wace held 38,667 shares of Shoulder Innovations Inc worth $784K as of Q2 2026.
  • Shoulder Innovations Inc was a new Marshall Wace position in Q2 2026.
  • Shoulder Innovations Inc made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2321 holding.
  • Marshall Wace first reported a position in Shoulder Innovations Inc in Q3 2025 and has held it in 2 quarters since.
  • Marshall Wace's Shoulder Innovations Inc position peaked at $1.67M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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