Marshall Wace LLP and Walleye Capital LLC: where the books meet
At Q2 2026, at least 35% of the two 13F books was the same, across 127 stocks both listed, against 8.6% at Q3 2018. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q3 2018: 8.6%, 57 in both
- Q1 2019: 0.6%, 9 in both
- Q2 2019: 0.5%, 6 in both
- Q3 2019: 0.9%, 10 in both
- Q4 2019: 4.3%, 35 in both
- Q1 2020: 9.0%, 60 in both
- Q2 2020: 6.7%, 83 in both
- Q3 2020: 9.5%, 103 in both
- Q4 2020: 8.0%, 89 in both
- Q1 2021: 8.1%, 82 in both
- Q2 2021: 8.6%, 87 in both
- Q3 2021: 6.3%, 88 in both
- Q4 2021: 7.7%, 84 in both
- Q1 2022: 8.9%, 93 in both
- Q2 2022: 8.7%, 100 in both
- Q3 2022: 9.2%, 102 in both
- Q4 2022: 12%, 108 in both
- Q1 2023: 12%, 112 in both
- Q2 2023: 3.4%, 59 in both
- Q3 2023: 4.0%, 68 in both
- Q4 2023: 3.0%, 54 in both
- Q1 2024: 4.0%, 64 in both
- Q2 2024: 4.5%, 82 in both
- Q3 2024: 5.2%, 92 in both
- Q4 2024: 8.7%, 102 in both
- Q1 2025: 12%, 96 in both
- Q2 2025: 16%, 102 in both
- Q3 2025: 16%, 95 in both
- Q4 2025: 26%, 120 in both
- Q1 2026: 30%, 125 in both
- Q2 2026: 35%, 127 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Marshall Wace LLP | Walleye Capital LLC |
|---|---|---|
| iShares-s&p 500(IVV) | 24%Added | 17%Added |
| SPDR Portfolio L(SPYM) | 3.3%Trimmed | 6.4%New |
| Amazon.com Inc(AMZN) | 1.8%Added | 1.6%Trimmed |
| Microsoft Corp(MSFT) | 1.0%Trimmed | 0.8%Added |
| Apple Inc(AAPL) | 2.1%Added | 0.5%Trimmed |
| JP Morgan Chase(JPM) | 0.5%Added | 0.8%Added |
| Tesla Motors(TSLA) | 0.7%Added | 0.5%Added |
| Micron Tech(MU) | 1.2%Added | 0.4%Added |
| Adv Micro Device(AMD) | 1.8%Added | 0.4%Trimmed |
| SanDisk Corp(SNDK) | 0.4%Trimmed | 0.4%Trimmed |
| Cisco Systems(CSCO) | 0.3%Added | 0.4%Added |
| Applied Material(AMAT) | 0.3%Trimmed | 0.4%Trimmed |
| Facebook Inc-a(META) | 0.4%Trimmed | 0.3%Trimmed |
| Ibm(IBM) | 0.4%Added | 0.3%Added |
| 770700102(HOOD) | 0.3%Added | 0.3%Added |
| Wal-mart Stores(WMT) | 0.2%Added | 0.3%New |
| Analog Devices(ADI) | 0.2%Trimmed | 0.2%Added |
| Texas Instrument(TXN) | 0.4%Added | 0.2%New |
| Capital One Fina(COF) | 0.2%Trimmed | 0.3%Added |
| Nvidia Corp(NVDA) | 1.4%Trimmed | 0.1%Trimmed |
and 107 smaller ones
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- SPDR Portfolio L(SPYM)Marshall Wace LLP trimmed; Walleye Capital LLC started
- Apple Inc(AAPL)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Amazon.com Inc(AMZN)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Adv Micro Device(AMD)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Microsoft Corp(MSFT)Marshall Wace LLP trimmed; Walleye Capital LLC added
- Costco Wholesale(COST)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Coca-cola Co/the(KO)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Abbott Labs(ABT)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Bloom Energy C-a(BE)Marshall Wace LLP added; Walleye Capital LLC trimmed
- Chevron Corp(CVX)Marshall Wace LLP trimmed; Walleye Capital LLC added
- Eli Lilly & Co(LLY)Marshall Wace LLP trimmed; Walleye Capital LLC added
- G39387108(GFS)Marshall Wace LLP trimmed; Walleye Capital LLC added
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