Soroban Capital Partners LP: S&P GLOBAL INC (SPGI): Quarterly 13F Position History
As of Q1 2026, Soroban Capital Partners LP reported 1,688,643 shares of S&P GLOBAL INC (SPGI), worth $718.2M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: + 1,219,990 (+260.3%) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 1,688,643Shares Held (Latest Filing)
- $718.2MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- +1,219,990Quarter-over-Quarter Share Change
- +$490.1MQuarter-over-Quarter Value Change
- 1,688,643Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,688,643 | +1,219,990 | +260.3% | $718.2M | 5.1% | $425.3 |
| Q4 2025 | 468,653 | +468,653 | — | $228.1M | 1.7% | $486.7 |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 626,640 | -100.0% | $0 | 0.0% | — |
| Q2 2022 | 626,640 | +626,640 | — | $211.2M | 1.9% | $337.1 |
| Q1 2022 | 0 | 95,983 | -100.0% | $0 | 0.0% | — |
| Q4 2021 | 95,983 | 0 | — | $45.3M | 0.4% | $471.9 |
| Q3 2021 | 95,983 | 0 | — | $40.8M | 0.4% | $424.9 |
| Q2 2021 | 95,983 | 235,683 | -71.1% | $39.4M | 0.4% | $410.4 |
| Q1 2021 | 331,666 | — | — | $117.0M | 1.1% | $352.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Soroban Capital Partners LP first disclose a SPGI position in 13F-HR filings?
Soroban Capital Partners LP first reported S&P GLOBAL INC (SPGI) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in SPGI?
Between Q4 2025 and Q1 2026, Soroban Capital Partners LP added 1,219,990 shares of SPGI (+260.3%), bringing the total reported position to 1,688,643 shares at a market value of $718.2M.
Does the implied price-per-share represent Soroban Capital Partners LP's cost basis in SPGI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.