Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,802,744
+$4,234,779 QoQ
Shares Held
181,967
+170.8% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $8,889,190 across 3 Financial Conglomerates names. TREE ranks #1 (87.8% of the industry book) .
All Filings in TREE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,802,744 | 181,967 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,567,965 | 67,206 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,971,831 | 61,360 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,964,821 | 106,955 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $7,343,591 | 146,083 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $956,272 | 24,678 | Shares | Other | 2025-02-13 | |
| 2023-09-30 | $187,550 | 12,100 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $267,531 | 12,100 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $322,586 | 12,100 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $369,009 | 17,300 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $372,597 | 15,616 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $970,623 | 7,917 | Shares | Other | 2022-02-14 | |
| 2021-03-31 | $1,033,689 | 4,853 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,289,824 | 4,711 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||