Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,558,940
+$925,441 QoQ
Shares Held
31,710
+20.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#449
of 1,991 holders
Holding Since
Dec 2023
8 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, 2026Generate Investment Management Ltd holds $49,670,317 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (23.3% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,558,940 | 30,000 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $10,633,499 | 25,000 | Shares | Other | 2026-04-16 | |
| 2025-12-31 | $18,290,649 | 35,000 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $9,734,200 | 20,000 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $4,427,127 | 8,396 | Shares | Other | 2025-07-17 | |
| 2024-12-31 | $11,969,154 | 24,033 | Shares | Other | 2025-01-28 | |
| 2024-03-31 | $4,622,088 | 10,864 | Shares | Other | 2024-08-01 | |
| 2023-12-31 | $5,839,092 | 13,255 | Shares | Other | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||