Redwood Investment Management, LLC

Position in MORN — Morningstar, Inc.

CIK 1717479 SCOTTSDALE, AZ

Position in MORN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,183,811

-$216,812 QoQ

Shares Held

13,997

+26.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#115

of 419 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Redwood Investment Management, LLC holds $5,713,937 across 4 Financial Data & Stock Exchanges names. MORN ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc. This page	13,997	$2,183,811
2	COIN	Coinbase Global, Inc.	8,134	$1,189,109
3	MSCI	MSCI Inc.	2,096	$1,173,843
4	MCO	Moodys Corp /De/	2,577	$1,167,174

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,183,811	13,997	+26.7%	Shares	Sole	2026-08-17
2025-12-31	$2,400,623	11,047	—	Shares	Sole	2026-08-26
No filing history on record for this holder in this stock.