Position in NDAQ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,877,797
-$1,656,857 QoQ
Shares Held
36,511
-31.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#354
of 1,081 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. NDAQ ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in NDAQ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877,797 | 36,511 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,534,654 | 53,418 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,004,867 | 61,823 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,235,074 | 47,881 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,511,149 | 50,449 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,000,352 | 26,369 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,526,645 | 32,682 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,311,861 | 31,665 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,544,463 | 25,630 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,812,989 | 28,732 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,404,139 | 24,151 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,589,087 | 32,704 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,759,904 | 35,304 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,758,351 | 32,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,169,274 | 35,359 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,483,882 | 26,180 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,481,927 | 9,715 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,685,415 | 9,458 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,625,896 | 7,742 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||