ALGERT GLOBAL LLC

Position in MORN — Morningstar, Inc.

CIK 1275218 SAN FRANCISCO, CA

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,491,435

-$2,784,745 QoQ

Shares Held

35,197

-28.1% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#69

of 419 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ALGERT GLOBAL LLC holds $15,523,566 across 4 Financial Data & Stock Exchanges names. MORN ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	35,240	$8,108,019
2	MORN	Morningstar, Inc. This page	35,197	$5,491,435
3	ICE	Intercontinental Exchange, Inc.	12,874	$1,584,918
4	CME	Cme Group Inc.	1,536	$339,194

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,491,435	35,197	-28.1%	Shares	Sole	2026-08-13
2026-03-31	$8,276,180	48,957	0.0%	Shares	Sole	2026-05-14
2025-12-31	$10,638,845	48,957	-2.2%	Shares	Sole	2026-02-17
2025-09-30	$11,609,548	50,039	+13.4%	Shares	Sole	2025-11-14
2025-06-30	$13,857,811	44,143	+15.7%	Shares	Sole	2025-08-14
2025-03-31	$11,441,839	38,156	+2.9%	Shares	Sole	2025-05-13
2024-12-31	$12,489,081	37,086	+45.4%	Shares	Sole	2025-02-14
2024-09-30	$8,140,432	25,509	+25.7%	Shares	Sole	2024-11-12
2024-06-30	$6,002,500	20,289	+16.7%	Shares	Sole	2024-08-15
2024-03-31	$5,362,862	17,391	+5.9%	Shares	Sole	2024-05-15
2023-12-31	$4,699,774	16,419	-30.6%	Shares	Sole	2024-02-14
2023-09-30	$5,541,415	23,657	-33.6%	Shares	Sole	2023-11-13
2023-06-30	$6,986,170	35,631	+19.0%	Shares	Sole	2023-08-14
2023-03-31	$6,080,951	29,951	+91.2%	Shares	Sole	2023-05-12
2022-12-31	$3,393,098	15,666	+14.6%	Shares	Sole	2023-02-14
2022-09-30	$2,901,565	13,666	+209.1%	Shares	Sole	2022-11-15
2022-06-30	$1,069,130	4,421	-54.5%	Shares	Sole	2022-08-15
2022-03-31	$2,652,753	9,711	+306.8%	Shares	Sole	2022-05-16
2021-12-31	$816,330	2,387	0.0%	Shares	Sole	2022-02-14
2021-09-30	$618,304	2,387	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.