Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

SPGI

S&P Global Inc.Financial ServicesMkt Cap $128.2B

Distillfolio Position

2026-07-11

Short #9

Score −0.1167

Weight 2.8%

2026-04-10 → 2026-07-10

Analyst

Insider

BullishBearish

1 month

+6.7%

2 months

+8.3%

3 months

+9.8%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 43 funds

Holocene Advisors, LP
$811.9M → $146.5M
-$665.4M
Soroban Capital Partners LP
$228.1M → $718.2M
+$490.1M
AQR CAPITAL MANAGEMENT LLC
$74.3M → $528.5M
+$454.2M
TCI Fund Management Ltd
$6.2B → $6.0B
-$191.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$861K → $159.9M
+$159.1M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 69 managers

VANGUARD GROUP INC
$15.9B → exited
-$15.9B
BlackRock, Inc.
$13.5B → $10.2B
-$3.3B
GEODE CAPITAL MANAGEMENT, LLC
$3.6B → $2.9B
-$642.0M
FMR LLC
$1.8B → $1.4B
-$394.8M
BAILLIE GIFFORD & CO
$378.7M → $16.9M
-$361.7M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 51 institutions

NORGES BANK
Bank
$2.4B → exited
-$2.4B
STATE STREET CORP
Bank
$7.5B → $6.0B
-$1.4B
MORGAN STANLEY
Bank
$4.4B → $3.4B
-$991.1M
WELLS FARGO & COMPANY/MN
Bank
$1.7B → $1.1B
-$604.8M
BANK OF AMERICA CORP /DE/
Bank
$2.4B → $1.9B
-$484.9M

Analyst Ratings

2026-07-08 · 60d ·6 Bullish0 Bearish0 Neutral

Bullish
JP Morgan
2026-07-08
Overweight
Bullish
UBS
2026-07-07
Buy
Bullish
RBC Capital
2026-07-07
Outperform
Bullish
Morgan Stanley
2026-07-07
Overweight
Bullish
BMO Capital
2026-07-07
Outperform

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
+6.7%
3 months
from 2026-04-10
+9.8%
6 months
from 2026-01-08
-15.6%
9 months
from 2025-10-08
-5.1%
12 months
from 2025-07-10
-13.4%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
4.89M shares short
2.51d
+0.56d
2026-05-29
4.55M shares short
1.95d
-0.11d
2026-05-15
4.02M shares short
2.06d
+0.47d
2026-04-30
2.72M shares short
1.59d
-0.11d
2026-04-15
3.03M shares short
1.70d

Insider Transactions

2026-05-01 · 3 most recent transactions

BuyCEO
Clay Catherine R
2026-05-01
$1.1M
BuyDir
Moritz Robert Edward Jr.
2026-04-30
$500K
BuyCEO
Cheung Martina
2026-04-29
$998K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF