Position in ZETA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,441,536
-$17,202,434 QoQ
Shares Held
987,883
-57.1% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#38
of 414 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARSHALL WACE, LLP holds $3,379,143,130 across 82 Software - Infrastructure names. ZETA ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,340,231 | $1,245,972,967 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,609,060 | $304,399,030 | |
| 3 | NET |
Cloudflare, Inc.
|
1,065,580 | $261,365,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
485,051 | $165,412,091 | |
| 5 | FTNT |
Fortinet, Inc.
|
967,900 | $148,688,798 | |
| 6 | ORCL |
Oracle Corp
|
968,054 | $141,868,313 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,757,532 | $106,616,291 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
2,031,890 | $98,831,129 |
All Filings in ZETA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,441,536 | 987,883 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $36,643,970 | 2,301,757 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $36,826,783 | 1,809,670 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $59,078,735 | 2,973,263 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $41,502,681 | 2,679,321 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,795,619 | 279,913 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $1,159,850 | 38,882 | Shares | Other | 2024-11-14 | |
| 2023-09-30 | $204,575 | 24,500 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,081,591 | 126,650 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $4,635,412 | 428,016 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,126,544 | 260,287 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $479,033 | 72,471 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $940,621 | 208,102 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $1,681,196 | 199,667 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||