Position in NDAQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,338,607
-$5,450,992 QoQ
Shares Held
428,067
-0.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $82,092,489 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
This page
|
428,067 | $36,338,607 | |
| 2 | SPGI |
S&P Global Inc.
|
83,405 | $33,562,301 | |
| 3 | CME |
Cme Group Inc.
|
25,372 | $7,493,620 | |
| 4 | MSCI |
MSCI Inc.
|
4,961 | $2,674,028 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,997 | $1,920,186 | |
| 6 | MCO |
Moodys Corp /De/
|
170 | $74,162 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
145 | $22,805 | |
| 8 | TRU |
TransUnion
|
98 | $6,780 |
All Filings in NDAQ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,338,607 | 428,067 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,789,599 | 430,244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,824,919 | 416,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,238,690 | 416,447 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $28,766,870 | 379,210 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $25,082,688 | 324,443 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||