Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,477,131
-$52,816 QoQ
Shares Held
3,834
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#932
of 1,991 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $26,076,405 across 8 Financial Data & Stock Exchanges names. SPGI ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
106,911 | $8,426,725 | |
| 2 | FDS |
Factset Research Systems Inc
|
31,987 | $7,359,568 | |
| 3 | COIN |
Coinbase Global, Inc.
|
40,169 | $5,872,306 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
3,834 | $1,477,131 | |
| 5 | CME |
Cme Group Inc.
|
5,872 | $1,296,713 | |
| 6 | MCO |
Moodys Corp /De/
|
1,661 | $752,300 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,177 | $528,292 | |
| 8 | MORN |
Morningstar, Inc.
|
2,329 | $363,370 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,131 | 3,627 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,529,947 | 3,597 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,193,072 | 2,283 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,077,089 | 2,213 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,232,276 | 2,337 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,301,752 | 2,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,196,267 | 2,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,195,975 | 2,315 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,133,731 | 2,542 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $386,308 | 908 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $83,678 | 229 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $91,402 | 228 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,641 | 231 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $77,036 | 230 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,060 | 1,058 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $399,416 | 1,185 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $610,757 | 1,489 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,056,179 | 2,238 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||