Position in AGM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,622,870
+$1,630,046 QoQ
Shares Held
64,866
+42.5% QoQ
Ownership
0.598%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $927,672,488 across 29 Credit Services names. AGM ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,552,481 | $283,219,106 | |
| 2 | AFRM |
Affirm Holdings, Inc.
|
2,707,974 | $124,079,366 | |
| 3 | V |
Visa Inc.
|
407,872 | $123,275,232 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
6,519,684 | $103,532,581 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
3,280,110 | $84,134,820 | |
| 6 | KLAR |
Klarna Group plc
|
3,940,613 | $51,582,623 | |
| 7 | AXP |
American Express Co
|
126,043 | $38,125,486 | |
| 8 | WU |
Western Union CO
|
4,135,618 | $36,103,943 |
All Filings in AGM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,622,870 | 64,866 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,992,824 | 45,525 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,316,215 | 37,601 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,784,849 | 9,187 | Shares | Other | 2025-08-13 | |
| 2020-12-31 | $248,589 | 3,348 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||