Position in FOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$857,853
+$239,122 QoQ
Shares Held
31,172
-16.4% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 76 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $1,353,288,360 across 29 Credit Services names. FOA ranks #21 (0.1% 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 FOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,853 | 31,172 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $618,731 | 37,273 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,133,772 | 88,136 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,085,787 | 92,991 | Shares | Other | 2025-11-13 | |
| 2025-03-31 | $448,159 | 21,080 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $276,812 | 9,844 | Shares | Other | 2025-02-13 | |
| 2022-03-31 | $473,691 | 155,820 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,394,728 | 351,317 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $737,010 | 148,891 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,366,702 | 310,184 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||