Holocene Advisors’s S&P Global SPGI Stock Holding History

Holocene Advisors’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
2021 Q4	–	Sell	-152,500	Closed	-$64.8M	–	966
2021 Q3	$64.8M	Buy	152,500 +13,000	+9%	+$5.63M	0.35%	94
2021 Q2	$57.3M	Buy	+139,500	New	+$53.6M	0.32%	108

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Holocene Advisors's SPGI Position: Q2 2026 in Review

Holocene Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 344,482 shares — an estimated $147M sold.

Holocene Advisors first reported a position in SPGI in Q1 2019 and held it in 27 quarters. The position peaked at $812M in Q4 2025. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Holocene Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Holocene Advisors sold 344,482 S&P Global shares in Q2 2026, an estimated $147M.
Holocene Advisors first reported a position in S&P Global in Q1 2019 and held it in 27 quarters.
Holocene Advisors's S&P Global position peaked at $812M in Q4 2025.
2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.