Position in OPFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,581,501
-$667 QoQ
Shares Held
159,265
-22.4% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 145 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OPFI 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. OPFI ranks #18 (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 OPFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,501 | 159,265 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,582,168 | 205,210 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $187,262 | 16,528 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $297,987 | 21,300 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $4,729,023 | 617,366 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $836,188 | 176,784 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $580,768 | 171,318 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $344,927 | 137,971 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,457,955 | 284,757 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||