Y-Intercept (Hong Kong) Ltd

Position in MORN — Morningstar, Inc.

CIK 1772875 HONG KONG, K3

Position in MORN

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

Position Value

$4,121,268

+$2,501,262 QoQ

Shares Held

26,415

+175.6% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#81

of 419 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $93,081,682 across 9 Financial Data & Stock Exchanges names. MORN ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	148,345	$32,759,026
2	CBOE	Cboe Global Markets, Inc.	113,221	$27,475,340
3	ICE	Intercontinental Exchange, Inc.	115,441	$14,211,941
4	SPGI	S&P Global Inc.	16,805	$6,125,852
5	NDAQ	Nasdaq, Inc.	57,731	$4,550,357
6	MORN	Morningstar, Inc. This page	26,415	$4,121,268
7	MCO	Moodys Corp /De/	5,498	$2,490,154
8	FDS	Factset Research Systems Inc	3,280	$754,662

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,121,268	26,415	+175.6%	Shares	Sole	2026-07-14
2026-03-31	$1,620,006	9,583	+105.8%	Shares	Sole	2026-04-27
2025-12-31	$1,012,012	4,657	-61.6%	Shares	Sole	2026-02-13
2025-09-30	$2,815,905	12,137	+20.7%	Shares	Sole	2025-10-31
2025-06-30	$3,156,252	10,054	+475.2%	Shares	Sole	2025-08-01
2025-03-31	$524,172	1,748	-4.8%	Shares	Sole	2025-05-06
2024-03-31	$566,167	1,836	-4.8%	Shares	Sole	2024-05-10
2022-09-30	$409,565	1,929	+99.5%	Shares	Sole	2023-02-14
2021-09-30	$250,482	967	-4.7%	Shares	Sole	2021-11-15
2021-03-31	$228,415	1,015	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.