Position in NDAQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$468,820
+$19,498 QoQ
Shares Held
5,948
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#649
of 1,081 holders
Holding Since
Sep 2025
4 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, 2026Waverly Advisors, LLC holds $19,972,703 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
48,870 | $10,791,962 | |
| 2 | SPGI |
S&P Global Inc.
|
7,311 | $2,817,017 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
19,056 | $2,345,984 | |
| 4 | MCO |
Moodys Corp /De/
|
3,336 | $1,510,941 | |
| 5 | FDS |
Factset Research Systems Inc
|
5,399 | $1,242,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
5,948 | $468,820 | |
| 7 | MSCI |
MSCI Inc.
|
772 | $432,350 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,486 | $363,428 |
All Filings in NDAQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,820 | 5,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,322 | 5,293 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $467,098 | 4,809 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $270,922 | 3,063 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||