Position in MSCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$732,532
+$60,926 QoQ
Shares Held
1,308
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#592
of 1,074 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
244,939 | $35,807,631 | |
| 2 | MCO |
Moodys Corp /De/
|
2,443 | $1,106,483 | |
| 3 | SPGI |
S&P Global Inc.
|
2,790 | $1,075,165 | |
| 4 | CME |
Cme Group Inc.
|
4,201 | $927,706 | |
| 5 | MSCI |
MSCI Inc.
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|
1,308 | $732,532 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,945 | $714,662 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
4,393 | $540,821 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,174 | $250,174 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,532 | 1,308 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $671,606 | 1,246 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $818,712 | 1,427 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $837,497 | 1,476 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $794,747 | 1,378 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $673,510 | 1,191 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $656,410 | 1,094 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $298,460 | 512 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $215,212 | 384 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||