Synergy Investment Management, LLC
Position in NDAQ — Nasdaq, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in NDAQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,113
+$4,663 QoQ
Shares Held
141
+85.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#955
of 1,076 holders
Holding Since
Dec 2024
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, 2026Synergy Investment Management, LLC holds $121,254 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
193 | $42,618 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
110 | $26,693 | |
| 3 | SPGI |
S&P Global Inc.
|
49 | $18,733 | |
| 4 | MCO |
Moodys Corp /De/
|
25 | $11,321 | |
| 5 | NDAQ |
Nasdaq, Inc.
This page
|
141 | $11,113 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
67 | $8,248 | |
| 7 | COIN |
Coinbase Global, Inc.
|
11 | $1,608 | |
| 8 | FDS |
Factset Research Systems Inc
|
4 | $920 |
All Filings in NDAQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,113 | 141 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,450 | 76 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,882 | 38 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,937 | 38 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||