VOLORIDGE INVESTMENT MANAGEMENT, LLC

Position in MORN — Morningstar, Inc.

CIK 1556921 JUPITER, FL

Position in MORN

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

Position Value

$25,286,629

-$4,782,632 QoQ

Shares Held

162,073

-8.9% QoQ

Ownership

0.432%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#32

of 419 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VOLORIDGE INVESTMENT MANAGEMENT, LLC holds $281,993,209 across 7 Financial Data & Stock Exchanges names. MORN ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	583,582	$128,872,413
2	ICE	Intercontinental Exchange, Inc.	575,330	$70,828,876
3	FDS	Factset Research Systems Inc	144,428	$33,229,994
4	MORN	Morningstar, Inc. This page	162,073	$25,286,629
5	MCO	Moodys Corp /De/	41,602	$18,842,377
6	CBOE	Cboe Global Markets, Inc.	19,003	$4,611,458
7	MSCI	MSCI Inc.	574	$321,462

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,286,629	162,073	-8.9%	Shares	Sole	2026-08-14
2026-03-31	$30,069,261	177,872	-21.5%	Shares	Sole	2026-05-15
2025-12-31	$49,243,532	226,605	+21.1%	Shares	Sole	2026-02-17
2025-09-30	$43,415,567	187,128	+362.8%	Shares	Sole	2025-11-14
2025-06-30	$12,693,759	40,435	+3158.3%	Shares	Sole	2025-08-14
2025-03-31	$372,138	1,241	-78.8%	Shares	Sole	2025-05-15
2022-09-30	$1,243,982	5,859	+335.3%	Shares	Sole	2022-11-14
2021-12-31	$460,318	1,346	-81.0%	Shares	Sole	2022-02-14
2021-09-30	$1,836,781	7,091	+50.9%	Shares	Sole	2021-11-15
2021-06-30	$1,208,159	4,699	-41.8%	Shares	Sole	2021-08-16
2021-03-31	$1,815,397	8,067	-39.3%	Shares	Sole	2021-05-17
2020-12-31	$3,077,796	13,291	+486.3%	Shares	Sole	2021-02-16
2020-06-30	$319,578	2,267	+23.2%	Shares	Sole	2020-08-14
2020-03-31	$213,900	1,840	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.