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Disclosery

MARSHALL WACE, LLP: UPBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL WACE, LLP on UPBD, newest first. How the timeline and the estimate are built.

MARSHALL WACE, LLP held 410,710 UPBD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,710 shares
    Change vs previous 13F +358,579 shares

    0.01% of the 13F portfolio, value $8,715,266.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,131 shares
    Change vs previous 13F -34,219 shares

    <0.01% of the 13F portfolio, value $940,964.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,350 shares
    Change vs previous 13F -92,669 shares

    <0.01% of the 13F portfolio, value $1,516,306.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 179,019 shares
    Change vs previous 13F -505,971 shares

    <0.01% of the 13F portfolio, value $4,230,221.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 684,990 shares
    Change vs previous 13F +30,398 shares

    0.02% of the 13F portfolio, value $17,193,251.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 654,592 shares
    Change vs previous 13F +303,643 shares

    0.02% of the 13F portfolio, value $15,684,024.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 350,949 shares
    Change vs previous 13F +270,064 shares

    0.01% of the 13F portfolio, value $10,237,183.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,885 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,587,512.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).