Marshall Wace’s Stoneridge SRI Stock Holding History

Marshall Wace’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59M	Buy	536,065 +134,638	+34%	+$923K	﹤0.01%	1638
2025 Q4	$2.32M	Buy	401,427 +12,932	+3%	+$81.4K	﹤0.01%	1505
2025 Q3	$2.96M	Buy	388,495 +94,508	+32%	+$749K	﹤0.01%	1424
2025 Q2	$2.07M	Buy	293,987 +191,444	+187%	+$938K	﹤0.01%	1547
2025 Q1	$471K	Buy	102,543 +28,593	+39%	+$145K	﹤0.01%	2102
2024 Q4	$464K	Buy	+73,950	New	+$568K	﹤0.01%	2059
2023 Q2	–	Sell	-33,134	Closed	-$620K	–	2942
2023 Q1	$620K	Buy	+33,134	New	+$712K	﹤0.01%	2009
2022 Q2	–	Sell	-35,190	Closed	-$731K	–	3823
2022 Q1	$731K	Sell	35,190 -2,290	-6%	-$42.1K	﹤0.01%	2592
2021 Q4	$740K	Buy	+37,480	New	+$792K	﹤0.01%	2618
2016 Q4	–	Sell	-32,570	Closed	-$599K	–	1106
2016 Q3	$599K	Buy	+32,570	New	+$561K	﹤0.01%	785

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Marshall Wace's SRI Position: Q1 2026 in Review

Marshall Wace increased its Stoneridge (SRI) stake by 34% in Q1 2026, buying an estimated $923K and bringing the position to 536,065 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Marshall Wace first reported a position in SRI in Q3 2016 and has held it in 10 quarters since. The position peaked at $2.96M in Q3 2025. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

Marshall Wace held 536,065 shares of Stoneridge worth $2.59M as of Q1 2026.
Marshall Wace bought 134,638 Stoneridge shares in Q1 2026, an estimated $923K.
Stoneridge made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1638 holding.
Marshall Wace first reported a position in Stoneridge in Q3 2016 and has held it in 10 quarters since.
Marshall Wace's Stoneridge position peaked at $2.96M in Q3 2025.
114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

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