Position in SPGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,835,741
-$1,250,390 QoQ
Shares Held
6,667
-14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Arax Advisory Partners holds $20,154,025 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
36,238 | $10,702,893 | |
| 2 | SPGI |
S&P Global Inc.
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|
6,667 | $2,835,741 | |
| 3 | FDS |
Factset Research Systems Inc
|
8,330 | $1,807,526 | |
| 4 | MCO |
Moodys Corp /De/
|
3,726 | $1,625,467 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
5,171 | $813,294 | |
| 6 | MSCI |
MSCI Inc.
|
1,499 | $807,975 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,636 | $740,900 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5,784 | $491,003 |
All Filings in SPGI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,835,741 | 6,667 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,086,131 | 7,819 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,995,294 | 12,318 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,516,497 | 6,669 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,113,636 | 6,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,281,065 | 8,596 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,049,784 | 7,839 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,679,944 | 8,251 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,110,039 | 7,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,210,509 | 7,288 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,598,064 | 7,110 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,940,708 | 4,841 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,675,927 | 4,861 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,594,314 | 4,760 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,438,503 | 4,711 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,597,664 | 4,740 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,891,749 | 4,612 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $874,486 | 1,853 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $773,299 | 1,820 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $752,765 | 1,834 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $578,893 | 1,761 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $617,347 | 1,712 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $538,699 | 1,635 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $205,351 | 838 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||