Position in MORN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,936,243
+$13,571,971 QoQ
Shares Held
88,354
+1307.4% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
6.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,936,243 | 88,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,364,272 | 6,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,540,261 | 66,981 | Shares | Sole | 2025-11-14 | |
| 2020-09-30 | $7,466,598 | 46,489 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||