Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,496,273
-$947,730 QoQ
Shares Held
3,883
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#927
of 1,991 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $7,159,627 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,611 | $1,901,567 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
3,883 | $1,496,273 | |
| 3 | MCO |
Moodys Corp /De/
|
2,302 | $1,042,621 | |
| 4 | FDS |
Factset Research Systems Inc
|
3,779 | $869,472 | |
| 5 | MSCI |
MSCI Inc.
|
1,230 | $688,849 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6,150 | $484,743 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,850 | $416,641 | |
| 8 | MORN |
Morningstar, Inc.
|
1,663 | $259,461 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,273 | 3,674 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,444,003 | 5,746 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $541,403 | 1,036 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $843,955 | 1,734 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,008,178 | 1,912 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $426,295 | 839 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||