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

Jackson Square Partners’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 Q4	–	Sell	-10,815	Closed	-$5.26M	–	38
2025 Q3	$5.26M	Sell	10,815 -184	-2%	-$98.5K	2.13%	15
2025 Q2	$5.8M	Sell	10,999 -1,637	-13%	-$817K	2.15%	10
2025 Q1	$6.42M	Buy	+12,636	New	+$6.46M	0.86%	38
2024 Q4	–	Sell	-13,867	Closed	-$7.16M	–	65
2024 Q3	$7.16M	Sell	13,867 -5,129	-27%	-$2.54M	0.62%	43
2024 Q2	$8.47M	Sell	18,996 -2,165	-10%	-$929K	0.52%	45
2024 Q1	$9M	Sell	21,161 -1,646	-7%	-$713K	0.37%	48
2023 Q4	$10M	Sell	22,807 -2,703	-11%	-$1.07M	0.33%	45
2023 Q3	$9.32M	Sell	25,510 -425	-2%	-$167K	0.31%	44
2023 Q2	$10.4M	Sell	25,935 -8,345	-24%	-$3.05M	0.3%	47
2023 Q1	$11.8M	Sell	34,280 -8,112	-19%	-$2.85M	0.32%	42
2022 Q4	$14.2M	Sell	42,392 -7,944	-16%	-$2.62M	0.38%	45
2022 Q3	$15.4M	Sell	50,336 -11,146	-18%	-$3.99M	0.4%	41
2022 Q2	$20.7M	Sell	61,482 -136,588	-69%	-$48.7M	0.48%	41
2022 Q1	$81.2M	Buy	+198,070	New	+$80.7M	0.81%	46

Other funds holding SPGI

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Square Partners's SPGI Position: Q4 2025 in Review

Jackson Square Partners sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 10,815 shares — an estimated $5.26M sold.

Jackson Square Partners first reported a position in SPGI in Q1 2022 and held it in 14 quarters. The position peaked at $81.2M in Q1 2022. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Jackson Square Partners reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Jackson Square Partners sold 10,815 S&P Global shares in Q4 2025, an estimated $5.26M.
Jackson Square Partners first reported a position in S&P Global in Q1 2022 and held it in 14 quarters.
Jackson Square Partners's S&P Global position peaked at $81.2M in Q1 2022.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Jackson Square Partners's 13F filing for Q4 2025.