Marshall Wace’s Savers SVV Stock Holding History

Marshall Wace’s Portfolio SVV Stock Details SVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.61M	Sell	484,862 -522,021	-52%	-$4.99M	﹤0.01%	1472
2025 Q4	$9.4M	Sell	1,006,883 -778,925	-44%	-$8.01M	0.01%	896
2025 Q3	$23.7M	Sell	1,785,808 -46,889	-3%	-$539K	0.02%	580
2025 Q2	$18.7M	Buy	1,832,697 +905,986	+98%	+$8.87M	0.02%	609
2025 Q1	$6.39M	Buy	926,711 +385,608	+71%	+$3.56M	0.01%	956
2024 Q4	$5.55M	Buy	541,103 +503,230	+1,329%	+$5M	0.01%	1010
2024 Q3	$398K	Sell	37,873 -510,689	-93%	-$5.2M	﹤0.01%	2001
2024 Q2	$6.71M	Sell	548,562 -132,437	-19%	-$1.98M	0.01%	888
2024 Q1	$13.1M	Buy	680,999 +328,972	+93%	+$6.14M	0.02%	655
2023 Q4	$6.12M	Buy	352,027 +321,448	+1,051%	+$4.86M	0.01%	841
2023 Q3	$571K	Sell	30,579 -70,066	-70%	-$1.62M	﹤0.01%	1674
2023 Q2	$2.39M	Buy	+100,645	New	+$2.35M	﹤0.01%	1319

Other funds holding SVV

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace's SVV Position: Q1 2026 in Review

Marshall Wace reduced its Savers (SVV) stake by 52% in Q1 2026, selling an estimated $4.99M and leaving 484,862 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Marshall Wace first reported a position in SVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.7M in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

Marshall Wace held 484,862 shares of Savers worth $3.61M as of Q1 2026.
Marshall Wace sold 522,021 Savers shares in Q1 2026, an estimated $4.99M.
Savers made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1472 holding.
Marshall Wace first reported a position in Savers in Q2 2023 and has held it in 12 quarters since.
Marshall Wace's Savers position peaked at $23.7M in Q3 2025.
160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

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