Position in AGM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,241,262
-$5,381,608 QoQ
Shares Held
21,284
-67.2% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 258 holders
Holding Since
Dec 2020
6 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 Jun 30, 2026MARSHALL WACE, LLP holds $1,352,939,710 across 29 Credit Services names. AGM ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
1,429,163 | $483,414,383 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
11,697,405 | $209,734,470 | |
| 3 | COF |
Capital One Financial Corp
|
969,079 | $194,416,627 | |
| 4 | KLAR |
Klarna Group plc
|
4,965,071 | $100,493,036 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
2,370,690 | $83,993,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
950,683 | $77,528,198 | |
| 7 | MA |
Mastercard Inc
|
121,391 | $62,346,417 | |
| 8 | SYF |
Synchrony Financial
|
446,566 | $33,961,344 |
All Filings in AGM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,241,262 | 21,284 | Shares | Other | 2026-08-13 | |
| 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. | ||||||