Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$103,782
-$71,285 QoQ
Shares Held
258
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $9,624,135 across 4 Financial Data & Stock Exchanges names.
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,782 | 244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $175,067 | 335 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $175,215 | 360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $189,824 | 360 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $182,916 | 360 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $179,290 | 360 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $185,983 | 360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $160,559 | 360 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $157,841 | 371 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $152,419 | 346 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $122,412 | 335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,298 | 335 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $115,497 | 335 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,790 | 77 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,481 | 90 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||