Marshall Wace
XP icon

Marshall Wace’s XP XP Stock Holding History

Marshall Wace’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.7M Buy
3,240,367
+2,685,597
+484% +$51.9M 0.07% 293
2025
Q4 		$9.08M Sell
554,770
-37,056
-6% -$652K 0.01% 913
2025
Q3 		$11.1M Sell
591,826
-717,364
-55% -$12.9M 0.01% 883
2025
Q2 		$26.4M Buy
1,309,190
+476,755
+57% +$8.24M 0.03% 486
2025
Q1 		$11.4M Buy
832,435
+171,679
+26% +$2.36M 0.02% 720
2024
Q4 		$7.83M Sell
660,756
-3,852,271
-85% -$60.6M 0.01% 887
2024
Q3 		$81M Buy
4,513,027
+737,104
+20% +$13.4M 0.11% 185
2024
Q2 		$66.4M Buy
3,775,923
+432,116
+13% +$8.93M 0.09% 212
2024
Q1 		$85.8M Buy
3,343,807
+725,664
+28% +$18.2M 0.14% 152
2023
Q4 		$68.3M Buy
2,618,143
+1,092,695
+72% +$24.9M 0.13% 177
2023
Q3 		$35.2M Buy
1,525,448
+1,220,429
+400% +$30.6M 0.08% 284
2023
Q2 		$7.16M Buy
+305,019
New +$5.18M 0.02% 877
2022
Q2 		– Sell
-267,973
Closed -$8.07M – 4020
2022
Q1 		$8.07M Sell
267,973
-357,951
-57% -$11.2M 0.02% 1034
2021
Q4 		$18M Sell
625,924
-155,261
-20% -$5.06M 0.04% 535
2021
Q3 		$31.4M Buy
781,185
+715,289
+1,085% +$31.9M 0.16% 155
2021
Q2 		$2.87M Buy
+65,896
New +$2.72M 0.02% 1189
2020
Q1 		– Sell
-13,259
Closed -$511K – 2122
2019
Q4 		$511K Buy
+13,259
New +$498K ﹤0.01% 1163

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return