Jackson Square Capital’s S&P Global SPGI Stock Holding History

Jackson Square Capital’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
2025 Q3	–	Sell	-834	Closed	-$440K	–	162
2025 Q2	$440K	Hold	834	–	–	0.1%	116
2025 Q1	$424K	Sell	834 -44	-5%	-$22.5K	0.14%	98
2024 Q4	$437K	Hold	878	–	–	0.11%	114
2024 Q3	$454K	Hold	878	–	–	0.11%	106
2024 Q2	$392K	Hold	878	–	–	0.1%	106
2024 Q1	$374K	Sell	878 -38	-4%	-$16.5K	0.1%	108
2023 Q4	$404K	Hold	916	–	–	0.13%	99
2023 Q3	$335K	Hold	916	–	–	0.13%	93
2023 Q2	$367K	Hold	916	–	–	0.15%	96
2023 Q1	$316K	Hold	916	–	–	0.14%	92
2022 Q4	$307K	Sell	916 -699	-43%	-$230K	0.14%	105
2022 Q3	$493K	Hold	1,615	–	–	0.24%	79
2022 Q2	$544K	Hold	1,615	–	–	0.23%	80
2022 Q1	$662K	Hold	1,615	–	–	0.21%	93
2021 Q4	$762K	Hold	1,615	–	–	0.22%	90
2021 Q3	$686K	Buy	1,615 +644	+66%	+$279K	0.22%	85
2021 Q2	$399K	Hold	971	–	–	0.13%	133
2021 Q1	$343K	Hold	971	–	–	0.13%	132
2020 Q4	$319K	Hold	971	–	–	0.12%	117
2020 Q3	$350K	Hold	971	–	–	0.15%	90
2020 Q2	$320K	Sell	971 -250	-20%	-$75.2K	0.16%	90
2020 Q1	$299K	Sell	1,221 -189	-13%	-$51.8K	0.23%	68
2019 Q4	$385K	Buy	+1,410	New	+$366K	0.22%	82

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Square Capital's SPGI Position: Q3 2025 in Review

Jackson Square Capital sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 834 shares — an estimated $440K sold.

Jackson Square Capital first reported a position in SPGI in Q4 2019 and held it in 23 quarters. The position peaked at $762K in Q4 2021. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Jackson Square Capital reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Jackson Square Capital sold 834 S&P Global shares in Q3 2025, an estimated $440K.
Jackson Square Capital first reported a position in S&P Global in Q4 2019 and held it in 23 quarters.
Jackson Square Capital's S&P Global position peaked at $762K in Q4 2021.
2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Jackson Square Capital's 13F filing for Q3 2025, filed 9 Oct 2025.