Waterloo Capital, L.P.

Position in MSCI — MSCI Inc.

CIK 1730942 Austin, TX

Position in MSCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$252,578

+$12,186 QoQ

Shares Held

451

+7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#795

of 1,074 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $3,967,373 across 4 Financial Data & Stock Exchanges names. MSCI ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	17,884	$2,614,461
2	SPGI	S&P Global Inc.	2,051	$790,084
3	MCO	Moodys Corp /De/	685	$310,250
4	MSCI	MSCI Inc. This page	451	$252,578

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,578	451	+7.6%	Shares	Sole	2026-07-29
2025-12-31	$240,392	419	-13.4%	Shares	Sole	2026-02-10
2025-06-30	$279,142	484	-68.3%	Shares	Sole	2025-08-12
2024-03-31	$854,686	1,525	+28.8%	Shares	Sole	2024-05-14
2023-12-31	$669,729	1,184	-23.3%	Shares	Sole	2024-02-13
2020-03-31	$446,154	1,544	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.