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
Q2 		$106M Buy
6,528,760
+3,288,393
+101% +$58.6M 0.08% 186
2026
Q1 		$61.7M Buy
3,240,367
+2,685,597
+484% +$51.9M 0.06% 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 0.01% 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 0.1% 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 0.13% 152
2023
Q4 		$68.3M Buy
2,618,143
+1,092,695
+72% +$24.9M 0.12% 177
2023
Q3 		$35.2M Buy
1,525,448
+1,220,429
+400% +$30.6M 0.07% 284
2023
Q2 		$7.16M Buy
+305,019
New +$5.18M 0.01% 877
2022
Q2 		– Sell
-267,973
Closed -$8.07M – 3924
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 0.03% 535
2021
Q3 		$31.4M Buy
781,185
+715,289
+1,085% +$31.9M 0.13% 155
2021
Q2 		$2.87M Buy
+65,896
New +$2.72M 0.01% 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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marshall Wace's XP Position: Q2 2026 in Review

Marshall Wace increased its XP (XP) stake by 101% in Q2 2026, buying an estimated $58.6M and bringing the position to 6,528,760 shares worth $106M. The position accounts for 0.08% of the portfolio, ranked #186.

Marshall Wace first reported a position in XP in Q4 2019 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Marshall Wace held 6,528,760 shares of XP worth $106M as of Q2 2026.
  • Marshall Wace bought 3,288,393 XP shares in Q2 2026, an estimated $58.6M.
  • XP made up 0.08% of Marshall Wace's portfolio in Q2 2026, its #186 holding.
  • Marshall Wace first reported a position in XP in Q4 2019 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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