Cypress Funds’s S&P Global SPGI Stock Holding History

Cypress Funds’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.9M	Sell	65,627 -18,981	-22%	-$8.81M	7.02%	6
2025 Q4	$44.2M	Sell	84,608 -21,005	-20%	-$10.4M	7.31%	5
2025 Q3	$51.4M	Hold	105,613	–	–	6.74%	6
2025 Q2	$55.7M	Hold	105,613	–	–	4.49%	7
2025 Q1	$53.7M	Hold	105,613	–	–	4.9%	5
2024 Q4	$52.6M	Hold	105,613	–	–	5.7%	8
2024 Q3	$54.6M	Hold	105,613	–	–	5.86%	6
2024 Q2	$47.1M	Sell	105,613 -46,579	-31%	-$20M	6.32%	7
2024 Q1	$64.8M	Buy	152,192 +15,000	+11%	+$6.5M	6.95%	6
2023 Q4	$60.4M	Buy	137,192 +20,000	+17%	+$7.89M	7.02%	6
2023 Q3	$42.8M	Hold	117,192	–	–	5.75%	7
2023 Q2	$47M	Hold	117,192	–	–	5.9%	8
2023 Q1	$40.4M	Hold	117,192	–	–	5.71%	8
2022 Q4	$39.3M	Hold	117,192	–	–	6.83%	8
2022 Q3	$35.8M	Hold	117,192	–	–	6.44%	9
2022 Q2	$39.5M	Hold	117,192	–	–	6.2%	9
2022 Q1	$48.1M	Hold	117,192	–	–	5.33%	10
2021 Q4	$55.3M	Hold	117,192	–	–	4.53%	11
2021 Q3	$49.8M	Hold	117,192	–	–	4.16%	10
2021 Q2	$48.1M	Hold	117,192	–	–	4%	11
2021 Q1	$41.4M	Sell	117,192 -35,000	-23%	-$11.6M	3.92%	15
2020 Q4	$50M	Hold	152,192	–	–	4.75%	13
2020 Q3	$54.9M	Buy	152,192 +25,000	+20%	+$8.82M	5.87%	6
2020 Q2	$41.9M	Hold	127,192	–	–	5.71%	10
2020 Q1	$31.2M	Buy	127,192 +109,848	+633%	+$30.1M	6.52%	8
2019 Q4	$4.74M	Buy	+17,344	New	+$4.51M	0.88%	14

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cypress Funds's SPGI Position: Q1 2026 in Review

Cypress Funds reduced its S&P Global (SPGI) stake by 22% in Q1 2026, selling an estimated $8.81M and leaving 65,627 shares worth $27.9M. The position accounts for 7.02% of the portfolio, ranked #6.

Cypress Funds first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.8M in Q1 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Cypress Funds held 65,627 shares of S&P Global worth $27.9M as of Q1 2026.
Cypress Funds sold 18,981 S&P Global shares in Q1 2026, an estimated $8.81M.
S&P Global made up 7.02% of Cypress Funds's portfolio in Q1 2026, its #6 holding.
Cypress Funds first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
Cypress Funds's S&P Global position peaked at $64.8M in Q1 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cypress Funds's 13F filing for Q1 2026, filed 9 Jul 2026.