Position in MSCI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$807,975
+$281,291 QoQ
Shares Held
1,499
+63.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Arax Advisory Partners holds $20,154,025 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
36,238 | $10,702,893 | |
| 2 | SPGI |
S&P Global Inc.
|
6,667 | $2,835,741 | |
| 3 | FDS |
Factset Research Systems Inc
|
8,330 | $1,807,526 | |
| 4 | MCO |
Moodys Corp /De/
|
3,726 | $1,625,467 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
5,171 | $813,294 | |
| 6 | MSCI |
MSCI Inc.
This page
|
1,499 | $807,975 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,636 | $740,900 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5,784 | $491,003 |
All Filings in MSCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,975 | 1,499 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $526,684 | 918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,206,330 | 10,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $174,175 | 302 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $157,774 | 279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,201 | 117 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $55,961 | 96 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $42,875 | 89 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $22,978 | 41 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,191 | 41 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,036 | 41 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $3,358 | 6 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $2,952 | 7 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,885 | 7 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,028 | 10 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $30,634 | 50 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $35,892 | 59 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $37,848 | 71 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||