OCCUDO QUANTITATIVE STRATEGIES LP
Position in MORN — Morningstar, Inc.
CIK 1819697
FORT LAUDERDALE, FL
Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$423,906
-$176,390 QoQ
Shares Held
2,717
-23.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 419 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $423,906 across 1 Financial Data & Stock Exchanges name. MORN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
2,717 | $423,906 |
All Filings in MORN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,906 | 2,717 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $600,296 | 3,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,787,809 | 8,227 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,991 | 1,543 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $710,900 | 2,111 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||