Marshall Wace
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Marshall Wace’s Surf Air Mobility SRFM Stock Holding History

Marshall Wace’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508K Buy
+441,959
New +$905K ﹤0.01% 2448
2025
Q2 		– Sell
-387,214
Closed -$1.03M – 3142
2025
Q1 		$1.03M Buy
387,214
+317,666
+457% +$1.31M ﹤0.01% 1766
2024
Q4 		$375K Buy
+69,548
New +$193K ﹤0.01% 2157

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM

Marshall Wace's SRFM Position: Q1 2026 in Review

Marshall Wace opened a new position in Surf Air Mobility (SRFM) in Q1 2026: 441,959 shares worth $508K. The stake represents ﹤0.01% of the portfolio and ranks #2448 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SRFM as recently as Q1 2025.

Marshall Wace first reported a position in SRFM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Marshall Wace held 441,959 shares of Surf Air Mobility worth $508K as of Q1 2026.
  • Surf Air Mobility was a new Marshall Wace position in Q1 2026.
  • Surf Air Mobility made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2448 holding.
  • Marshall Wace first reported a position in Surf Air Mobility in Q4 2024 and has held it in 3 quarters since.
  • Marshall Wace's Surf Air Mobility position peaked at $1.03M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

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