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 		– Sell
-7,700
Closed -$126K – 3738
2025
Q4 		$126K Sell
7,700
-31,100
-80% -$548K ﹤0.01% 2680
2025
Q3 		$729K Buy
+38,800
New +$696K ﹤0.01% 2078

Other funds holding XP

BlackRock
BlackRock New York $5.72T 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 $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marshall Wace's XP Position: Q1 2026 in Review

Marshall Wace increased its XP (XP) stake by 484% in Q1 2026, buying an estimated $51.9M and bringing the position to 3,240,367 shares worth $61.7M. The position accounts for 0.06% of the portfolio, ranked #293.

Marshall Wace first reported a position in XP in Q4 2019 and has held it in 17 quarters since. The position peaked at $85.8M in Q1 2024. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Marshall Wace held 3,240,367 shares of XP worth $61.7M as of Q1 2026.
  • Marshall Wace bought 2,685,597 XP shares in Q1 2026, an estimated $51.9M.
  • XP made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #293 holding.
  • Marshall Wace first reported a position in XP in Q4 2019 and has held it in 17 quarters since.
  • Marshall Wace's XP position peaked at $85.8M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

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