L3VLUP
ProSign in
← Schonfeld Strategic Advisors LLC, its record

Schonfeld Strategic Advisors LLC and Marshall Wace LLP: where the books meet

At Q2 2026, at least 26% of the two 13F books was the same, across 138 stocks both listed, against 15% at Q1 2016. 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.

Overlap by quarter
0%19%38%Q1 2016: 15%, 104 in both16Q2 2016: 18%, 138 in bothQ3 2016: 20%, 153 in bothQ4 2016: 21%, 180 in bothQ1 2017: 12%, 115 in both17Q2 2017: 11%, 118 in bothQ3 2017: 10%, 123 in bothQ4 2017: 12%, 128 in bothQ1 2018: 17%, 133 in both18Q2 2018: 21%, 167 in bothQ3 2018: 17%, 158 in bothQ4 2018: 15%, 127 in bothQ1 2019: 16%, 150 in both19Q2 2019: 15%, 157 in bothQ3 2019: 17%, 144 in bothQ4 2019: 17%, 151 in bothQ1 2020: 20%, 159 in both20Q2 2020: 20%, 158 in bothQ3 2020: 19%, 138 in bothQ4 2020: 19%, 146 in bothQ1 2021: 16%, 132 in both21Q2 2021: 15%, 120 in bothQ3 2021: 11%, 86 in bothQ4 2021: 16%, 128 in bothQ1 2022: 17%, 139 in both22Q2 2022: 16%, 139 in bothQ3 2022: 18%, 158 in bothQ4 2022: 20%, 149 in bothQ1 2023: 21%, 158 in both23Q2 2023: 23%, 179 in bothQ3 2023: 19%, 148 in bothQ4 2023: 18%, 152 in bothQ1 2024: 16%, 140 in both24Q2 2024: 23%, 169 in bothQ3 2024: 23%, 150 in bothQ4 2024: 32%, 174 in bothQ1 2025: 31%, 173 in both25Q2 2025: 19%, 169 in bothQ3 2025: 16%, 160 in bothQ4 2025: 38%, 159 in bothQ1 2026: 28%, 156 in both26Q2 2026: 26%, 138 in both
  • Q1 2016: 15%, 104 in both
  • Q2 2016: 18%, 138 in both
  • Q3 2016: 20%, 153 in both
  • Q4 2016: 21%, 180 in both
  • Q1 2017: 12%, 115 in both
  • Q2 2017: 11%, 118 in both
  • Q3 2017: 10%, 123 in both
  • Q4 2017: 12%, 128 in both
  • Q1 2018: 17%, 133 in both
  • Q2 2018: 21%, 167 in both
  • Q3 2018: 17%, 158 in both
  • Q4 2018: 15%, 127 in both
  • Q1 2019: 16%, 150 in both
  • Q2 2019: 15%, 157 in both
  • Q3 2019: 17%, 144 in both
  • Q4 2019: 17%, 151 in both
  • Q1 2020: 20%, 159 in both
  • Q2 2020: 20%, 158 in both
  • Q3 2020: 19%, 138 in both
  • Q4 2020: 19%, 146 in both
  • Q1 2021: 16%, 132 in both
  • Q2 2021: 15%, 120 in both
  • Q3 2021: 11%, 86 in both
  • Q4 2021: 16%, 128 in both
  • Q1 2022: 17%, 139 in both
  • Q2 2022: 16%, 139 in both
  • Q3 2022: 18%, 158 in both
  • Q4 2022: 20%, 149 in both
  • Q1 2023: 21%, 158 in both
  • Q2 2023: 23%, 179 in both
  • Q3 2023: 19%, 148 in both
  • Q4 2023: 18%, 152 in both
  • Q1 2024: 16%, 140 in both
  • Q2 2024: 23%, 169 in both
  • Q3 2024: 23%, 150 in both
  • Q4 2024: 32%, 174 in both
  • Q1 2025: 31%, 173 in both
  • Q2 2025: 19%, 169 in both
  • Q3 2025: 16%, 160 in both
  • Q4 2025: 38%, 159 in both
  • Q1 2026: 28%, 156 in both
  • Q2 2026: 26%, 138 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.

StockSchonfeld Strategic Advisors LLCMarshall Wace LLP
iShares Trust(IVV)10%Added24%Added
Nvidia Corp(NVDA)1.8%Added1.4%Trimmed
Micron Technology Inc(MU)2.4%Added1.2%Added
Microsoft Corp(MSFT)1.2%Added1.0%Trimmed
Amazon Com Inc(AMZN)0.8%Added1.8%Added
Alphabet Inc(GOOGL)1.0%Added0.6%Trimmed
Advanced Micro Devices Inc(AMD)0.5%Added1.8%Added
80004c200(SNDK)0.4%Added0.4%Trimmed
Broadcom Inc(AVGO)0.5%Added0.4%Trimmed
Bloom Energy C-a(BE)0.3%Added0.4%Added
Intel Corp(INTC)0.3%Added0.3%Trimmed
Taiwan Semiconductor MFG LTD(TSM)0.2%Added0.7%Trimmed
Applied Matls Inc(AMAT)0.2%Trimmed0.3%Trimmed
Tesla MTRS Inc(TSLA)0.2%Added0.7%Added
T Mobile US Inc(TMUS)0.2%Trimmed0.3%Trimmed
833445109(SNOW)0.2%Added0.2%Added
Raytheon Technol(RTX)0.4%Added0.2%Added
Lilly Eli & Co(LLY)0.2%Added0.3%Trimmed
Asml Holding N V(ASML)0.2%New0.2%Trimmed
Norfolk Southern Corp(NSC)0.2%Added0.2%Added

and 118 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.

  • Apple Inc(AAPL)Schonfeld Strategic Advisors LLC trimmed; Marshall Wace LLP added
  • Nvidia Corp(NVDA)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Microsoft Corp(MSFT)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Taiwan Semiconductor MFG LTD(TSM)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Alphabet Inc(GOOGL)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • 80004c200(SNDK)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Broadcom Inc(AVGO)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Monster Beverage Corp New(MNST)Schonfeld Strategic Advisors LLC trimmed; Marshall Wace LLP added
  • Chevron Corp New(CVX)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Lilly Eli & Co(LLY)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • 219350105(GLW)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
  • Intel Corp(INTC)Schonfeld Strategic Advisors LLC added; Marshall Wace LLP trimmed
Schonfeld Strategic Advisors LLC: the recordMarshall Wace LLP: the record

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