Marshall Wace
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Marshall Wace’s ZTO Express ZTO Stock Holding History

Marshall Wace’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39M Sell
1,742,654
-577,773
-25% -$13.8M 0.03% 464
2026
Q1 		$58.4M Buy
2,320,427
+2,191,601
+1,701% +$51.4M 0.06% 313
2025
Q4 		$2.69M Buy
+128,826
New +$2.55M ﹤0.01% 1435
2025
Q3 		– Sell
-468,489
Closed -$8.32M – 3497
2025
Q2 		$8.32M Buy
468,489
+106,180
+29% +$1.92M 0.01% 925
2025
Q1 		$7.19M Sell
362,309
-806,512
-69% -$15.7M 0.01% 902
2024
Q4 		$22.9M Buy
1,168,821
+1,043,359
+832% +$22.9M 0.03% 496
2024
Q3 		$3.11M Buy
125,462
+99,762
+388% +$2.07M ﹤0.01% 1196
2024
Q2 		$533K Buy
+25,700
New +$562K ﹤0.01% 1939
2024
Q1 		– Sell
-837,235
Closed -$17.8M – 2865
2023
Q4 		$17.8M Buy
837,235
+822,883
+5,734% +$18.7M 0.03% 504
2023
Q3 		$347K Sell
14,352
-558,424
-97% -$14.2M ﹤0.01% 1835
2023
Q2 		$14.4M Buy
+572,776
New +$15.8M 0.03% 600
2023
Q1 		– Sell
-141,156
Closed -$3.79M – 3170
2022
Q4 		$3.79M Sell
141,156
-251,221
-64% -$5.77M 0.01% 1364
2022
Q3 		$9.43M Sell
392,377
-1,129,199
-74% -$29.4M 0.02% 930
2022
Q2 		$41.8M Sell
1,521,576
-1,626,432
-52% -$41.7M 0.09% 240
2022
Q1 		$78.7M Buy
3,148,008
+1,129,113
+56% +$31.9M 0.15% 144
2021
Q4 		$57M Buy
2,018,895
+736,420
+57% +$22M 0.11% 187
2021
Q3 		$39.3M Buy
1,282,475
+772,047
+151% +$22.2M 0.16% 119
2021
Q2 		$15.5M Buy
510,428
+477,361
+1,444% +$14.7M 0.07% 310
2021
Q1 		$964K Buy
33,067
+2,640
+9% +$86.2K ﹤0.01% 1687
2020
Q4 		$887K Sell
30,427
-551,216
-95% -$16.2M ﹤0.01% 1260
2020
Q3 		$17.4M Buy
+581,643
New +$19.8M 0.11% 185
2019
Q4 		– Sell
-14,039
Closed -$300K – 2130
2019
Q3 		$300K Buy
+14,039
New +$282K ﹤0.01% 1202
2017
Q1 		– Sell
-412,201
Closed -$4.97M – 793
2016
Q4 		$4.97M Buy
+412,201
New +$5.94M 0.03% 473

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace's ZTO Position: Q2 2026 in Review

Marshall Wace reduced its ZTO Express (ZTO) stake by 25% in Q2 2026, selling an estimated $13.8M and leaving 1,742,654 shares worth $39M. The position accounts for 0.03% of the portfolio, ranked #464.

Marshall Wace first reported a position in ZTO in Q4 2016 and has held it in 23 quarters since. The position peaked at $78.7M in Q1 2022. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Marshall Wace held 1,742,654 shares of ZTO Express worth $39M as of Q2 2026.
  • Marshall Wace sold 577,773 ZTO Express shares in Q2 2026, an estimated $13.8M.
  • ZTO Express made up 0.03% of Marshall Wace's portfolio in Q2 2026, its #464 holding.
  • Marshall Wace first reported a position in ZTO Express in Q4 2016 and has held it in 23 quarters since.
  • Marshall Wace's ZTO Express position peaked at $78.7M in Q1 2022.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

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