Position in FDS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,706,503
-$56,106 QoQ
Shares Held
7,417
-8.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#247
of 762 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. FDS ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,503 | 7,417 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,762,609 | 8,123 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,251,584 | 7,759 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,764,765 | 13,141 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,045,107 | 15,751 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,132,846 | 15,689 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,512,539 | 15,642 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,229,301 | 15,721 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,034,083 | 17,229 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,355,210 | 16,187 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,862,841 | 14,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,388,368 | 14,610 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,742,516 | 14,333 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,953,635 | 14,343 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,723,260 | 14,265 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,870,413 | 14,672 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,993,908 | 15,586 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,899,793 | 18,196 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,909,535 | 18,332 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,504,767 | 19,010 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,782,006 | 20,208 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,730,516 | 18,570 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,529,967 | 19,639 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,306,125 | 18,831 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,429,609 | 16,530 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||