Marshall Wace LLP and Woodline Partners LP: where the books meet
At Q2 2026, at least 28% of the two 13F books was the same, across 188 stocks both listed, against 9.3% at Q4 2019. 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.
- Q4 2019: 9.3%, 35 in both
- Q1 2020: 9.4%, 40 in both
- Q2 2020: 10%, 43 in both
- Q3 2020: 10%, 37 in both
- Q4 2020: 8.0%, 52 in both
- Q1 2021: 8.6%, 76 in both
- Q2 2021: 9.6%, 75 in both
- Q3 2021: 13%, 113 in both
- Q4 2021: 16%, 103 in both
- Q1 2022: 13%, 102 in both
- Q2 2022: 18%, 117 in both
- Q3 2022: 17%, 126 in both
- Q4 2022: 14%, 108 in both
- Q1 2023: 17%, 105 in both
- Q2 2023: 16%, 106 in both
- Q3 2023: 16%, 122 in both
- Q4 2023: 15%, 113 in both
- Q1 2024: 16%, 130 in both
- Q2 2024: 17%, 126 in both
- Q3 2024: 15%, 129 in both
- Q4 2024: 23%, 167 in both
- Q1 2025: 24%, 169 in both
- Q2 2025: 27%, 166 in both
- Q3 2025: 28%, 159 in both
- Q4 2025: 33%, 185 in both
- Q1 2026: 29%, 186 in both
- Q2 2026: 28%, 188 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 | Woodline Partners LP |
|---|---|---|
| Apple Inc(AAPL) | 2.1%Added | 2.9%Added |
| Amazon.com Inc(AMZN) | 1.8%Added | 1.8%Trimmed |
| Nvidia Corp(NVDA) | 1.4%Trimmed | 3.3%Added |
| Microsoft Corp(MSFT) | 1.0%Trimmed | 1.9%Added |
| Micron Tech(MU) | 1.2%Added | 1.0%Trimmed |
| Tesla Motors(TSLA) | 0.7%Added | 0.8%Added |
| Google Inc-a(GOOGL) | 0.6%Trimmed | 1.2%Trimmed |
| Johnson&johnson(JNJ) | 0.6%Added | 0.8%Trimmed |
| Abbvie Inc(ABBV) | 0.6%Added | 0.7%Added |
| Adv Micro Device(AMD) | 1.8%Added | 0.6%Trimmed |
| JP Morgan Chase(JPM) | 0.5%Added | 0.6%Added |
| Facebook Inc-a(META) | 0.4%Trimmed | 1.4%Added |
| Unitedhealth GRP(UNH) | 0.6%Added | 0.4%Added |
| Costco Wholesale(COST) | 0.9%Added | 0.4%Added |
| Broadcom Inc(AVGO) | 0.4%Trimmed | 1.4%Added |
| Exxon Mobil Corp(XOM) | 0.3%Added | 0.4%Added |
| Morgan Stanley(MS) | 0.8%Added | 0.3%Added |
| Applied Material(AMAT) | 0.3%Trimmed | 0.5%Trimmed |
| Eli Lilly & Co(LLY) | 0.3%Trimmed | 0.9%Added |
| Cisco Systems(CSCO) | 0.3%Added | 0.3%Added |
and 168 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.
- Amazon.com Inc(AMZN)Marshall Wace LLP added; Woodline Partners LP trimmed
- Adv Micro Device(AMD)Marshall Wace LLP added; Woodline Partners LP trimmed
- Nvidia Corp(NVDA)Marshall Wace LLP trimmed; Woodline Partners LP added
- Micron Tech(MU)Marshall Wace LLP added; Woodline Partners LP trimmed
- Microsoft Corp(MSFT)Marshall Wace LLP trimmed; Woodline Partners LP added
- Johnson&johnson(JNJ)Marshall Wace LLP added; Woodline Partners LP trimmed
- Facebook Inc-a(META)Marshall Wace LLP trimmed; Woodline Partners LP added
- Ibm(IBM)Marshall Wace LLP added; Woodline Partners LP trimmed
- Texas Instrument(TXN)Marshall Wace LLP added; Woodline Partners LP trimmed
- 80004c200(SNDK)Marshall Wace LLP trimmed; Woodline Partners LP added
- Broadcom Inc(AVGO)Marshall Wace LLP trimmed; Woodline Partners LP added
- Monster Beverage(MNST)Marshall Wace LLP added; Woodline Partners LP trimmed
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More