Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,125,486
+$34,443,005 QoQ
Shares Held
126,043
+1166.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$23,593,440
PutShares
78,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $927,672,488 across 29 Credit Services names. AXP ranks #7 (4.1% 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
This page
|
126,043 | $38,125,486 | |
| 8 | WU |
Western Union CO
|
4,135,618 | $36,103,943 |
All Filings in AXP
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,125,486 | 126,043 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $23,593,440 | 78,000 | Put | Other | 2026-05-15 | |
| 2025-12-31 | $44,394,000 | 120,000 | Put | Other | 2026-02-13 | |
| 2025-12-31 | $3,682,481 | 9,954 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $174,849,024 | 526,400 | Put | Other | 2025-11-13 | |
| 2025-09-30 | $1,992,960 | 6,000 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $102,073,600 | 320,000 | Put | Other | 2025-08-13 | |
| 2025-03-31 | $1,210,725 | 4,500 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $59,358,000 | 200,000 | Put | Other | 2025-02-13 | |
| 2024-06-30 | $231,550 | 1,000 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $9,699,594 | 42,600 | Put | Other | 2024-05-15 | |
| 2024-03-31 | $5,396,253 | 23,700 | Call | Other | 2024-05-15 | |
| 2024-03-31 | $113,845 | 500 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $506,379 | 2,703 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,590,812 | 10,663 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $1,649,500 | 10,000 | Put | Other | 2023-05-15 | |
| 2023-03-31 | $1,698,985 | 10,300 | Call | Other | 2023-05-15 | |
| 2022-12-31 | $59,642,242 | 403,670 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $69,237,025 | 513,209 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $7,166,214 | 38,322 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $135,133 | 826 | Shares | Other | 2022-02-14 | |
| 2021-12-31 | $916,160 | 5,600 | Put | Other | 2022-02-14 | |
| 2021-09-30 | $9,780,066 | 58,378 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $184,283 | 1,100 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $301,554 | 1,800 | Put | Sole | 2021-11-15 | |
| 2021-03-31 | $1,830,375 | 12,941 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $56,576 | 400 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $367,744 | 2,600 | Call | Sole | 2021-05-17 | |
| 2020-03-31 | $159,063 | 1,858 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||