Marshall Wace
STEM icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Marshall Wace's STEM Position: Q1 2026 in Review

Marshall Wace increased its Stem (STEM) stake by 74% in Q1 2026, buying an estimated $1.67M and bringing the position to 291,340 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Marshall Wace first reported a position in STEM in Q4 2020 and has held it in 7 quarters since. The position peaked at $12.3M in Q4 2020. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Marshall Wace held 291,340 shares of Stem worth $2.58M as of Q1 2026.
  • Marshall Wace bought 124,093 Stem shares in Q1 2026, an estimated $1.67M.
  • Stem made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1643 holding.
  • Marshall Wace first reported a position in Stem in Q4 2020 and has held it in 7 quarters since.
  • Marshall Wace's Stem position peaked at $12.3M in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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