Marshall Wace’s Stem STEM Stock Holding History

Marshall Wace’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17M	Buy	405,608 +114,268	+39%	+$1.06M	﹤0.01%	1597
2026 Q1	$2.58M	Buy	291,340 +124,093	+74%	+$1.67M	﹤0.01%	1643
2025 Q4	$2.52M	Sell	167,247 -76,511	-31%	-$1.47M	﹤0.01%	1463
2025 Q3	$4.27M	Buy	243,758 +213,686	+711%	+$3.02M	﹤0.01%	1246
2025 Q2	$187K	Buy	+30,072	New	+$270K	﹤0.01%	2467
2022 Q1	–	Sell	-26,172	Closed	-$9.93M	–	3987
2021 Q4	$9.93M	Buy	26,172 +16,665	+175%	+$7.22M	0.02%	873
2021 Q3	$4.54M	Buy	+9,507	New	+$5M	0.02%	989
2021 Q1	–	Sell	-29,999	Closed	-$12.3M	–	2836
2020 Q4	$12.3M	Buy	+29,999	New	+$7.56M	0.07%	293

Other funds holding STEM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Marshall Wace's STEM Position: Q2 2026 in Review

Marshall Wace increased its Stem (STEM) stake by 39% in Q2 2026, buying an estimated $1.06M and bringing the position to 405,608 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Marshall Wace first reported a position in STEM in Q4 2020 and has held it in 8 quarters since. The position peaked at $12.3M in Q4 2020. 72 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

Marshall Wace held 405,608 shares of Stem worth $3.17M as of Q2 2026.
Marshall Wace bought 114,268 Stem shares in Q2 2026, an estimated $1.06M.
Stem made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1597 holding.
Marshall Wace first reported a position in Stem in Q4 2020 and has held it in 8 quarters since.
Marshall Wace's Stem position peaked at $12.3M in Q4 2020.
72 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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