Edgestream Partners, L.P.

Position in MCO — Moodys Corp /De/

CIK 1535061 Princeton, NJ

Position in MCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$583,813

-$3,446,700 QoQ

Shares Held

1,289

-86.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#834

of 1,408 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $11,428,322 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	8,042	$4,503,841
2	ICE	Intercontinental Exchange, Inc.	23,944	$2,947,745
3	CME	Cme Group Inc.	8,720	$1,925,637
4	NDAQ	Nasdaq, Inc.	15,872	$1,251,031
5	MCO	Moodys Corp /De/ This page	1,289	$583,813
6	SPGI	S&P Global Inc.	561	$216,255

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,813	1,289	-86.0%	Shares	Sole	2026-08-11
2026-03-31	$4,030,513	9,239	+806.7%	Shares	Sole	2026-05-18
2025-12-31	$520,556	1,019	-10.0%	Shares	Sole	2026-02-13
2025-09-30	$539,375	1,132	-83.5%	Shares	Sole	2025-11-12
2025-06-30	$3,435,891	6,850	+19.3%	Shares	Sole	2025-08-13
2025-03-31	$2,673,991	5,742	-39.0%	Shares	Sole	2025-05-02
2024-12-31	$4,455,831	9,413	+82.5%	Shares	Sole	2025-02-07
2024-09-30	$2,448,409	5,159	+890.2%	Shares	Sole	2024-11-14
2024-06-30	$219,304	521	-48.5%	Shares	Sole	2024-08-09
2024-03-31	$397,746	1,012	-3.3%	Shares	Sole	2024-05-10
2023-12-31	$408,916	1,047	-89.8%	Shares	Sole	2024-02-14
2023-09-30	$3,243,271	10,258	+39.3%	Shares	Sole	2023-11-15
2022-06-30	$2,002,515	7,363	+194.2%	Shares	Sole	2022-08-12
2022-03-31	$844,537	2,503	+374.1%	Shares	Sole	2022-05-13
2021-12-31	$206,226	528	-35.8%	Shares	Sole	2022-02-15
2021-09-30	$292,255	823	-39.4%	Shares	Sole	2021-11-15
2021-06-30	$492,460	1,359	-91.2%	Shares	Sole	2021-08-10
2020-12-31	$4,492,044	15,477	-51.6%	Shares	Sole	2021-02-11
2020-09-30	$9,273,460	31,994	-41.6%	Shares	Sole	2020-11-10
2020-06-30	$15,046,412	54,768	+248.9%	Shares	Sole	2020-08-11
2020-03-31	$3,319,704	15,696	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.