Gotham Asset Management, LLC

Position in MORN — Morningstar, Inc.

CIK 1510387 NEW YORK, NY

Position in MORN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,201,489

-$6,474,462 QoQ

Shares Held

142,299

-16.1% QoQ

Ownership

0.379%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#37

of 419 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gotham Asset Management, LLC holds $268,584,907 across 11 Financial Data & Stock Exchanges names. MORN ranks #6 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	324,096	$74,568,007
2	CME	Cme Group Inc.	200,586	$44,295,406
3	CBOE	Cboe Global Markets, Inc.	139,993	$33,972,101
4	NDAQ	Nasdaq, Inc.	345,614	$27,241,295
5	MCO	Moodys Corp /De/	51,849	$23,483,449
6	MORN	Morningstar, Inc. This page	142,299	$22,201,489
7	ICE	Intercontinental Exchange, Inc.	148,875	$18,328,001
8	SPGI	S&P Global Inc.	42,891	$16,525,795

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,201,489	142,299	-16.1%	Shares	Sole	2026-08-14
2026-03-31	$28,675,951	169,630	+69.2%	Shares	Sole	2026-05-15
2025-12-31	$21,792,498	100,283	+314.6%	Shares	Sole	2026-02-17
2025-09-30	$5,611,393	24,186	+157.6%	Shares	Sole	2025-11-14
2025-06-30	$2,947,802	9,390	+128.8%	Shares	Sole	2025-08-14
2025-03-31	$1,230,666	4,104	+58.2%	Shares	Sole	2025-05-15
2024-12-31	$873,892	2,595	-60.6%	Shares	Sole	2025-02-14
2024-09-30	$2,103,639	6,592	+51.2%	Shares	Sole	2024-11-14
2024-06-30	$1,289,610	4,359	-30.5%	Shares	Sole	2024-08-14
2024-03-31	$1,934,096	6,272	+115.5%	Shares	Sole	2024-05-15
2023-12-31	$833,244	2,911	+215.0%	Shares	Sole	2024-02-14
2022-03-31	$252,409	924	-15.5%	Shares	Sole	2022-05-16
2021-06-30	$281,021	1,093	-33.6%	Shares	Sole	2021-08-16
2021-03-31	$370,640	1,647	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.