Current position

Two Sigma Investments, LP’s Morningstar Inc (MORN) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Two Sigma Investments, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares859.46KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Two Sigma Investments, LP first reported Morningstar Inc in Q4 2024. The reported position was increased and reduced across later filings. Two Sigma Investments, LP currently reports 484.25K shares. The latest verified filing showed: Sold 43.7% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 43.7% of the position−375.21K shares · 484.25K shares remained
Filing context

Quarter-end price $156.02

Q1 2026
Bought 124.7% more+477.01K shares · 859.46K shares reported after the change
Filing context

Quarter-end price $169.05

Q4 2025
Bought 33.6% more+96.28K shares · 382.45K shares reported after the change
Filing context

Quarter-end price $217.31

Q3 2025
Bought 78.1% more+125.51K shares · 286.18K shares reported after the change
Filing context

Quarter-end price $232.01

Q2 2025
Bought 42.0% more+47.52K shares · 160.67K shares reported after the change
Filing context

Quarter-end price $313.93

Q1 2025
Bought 212.3% more+76.92K shares · 113.15K shares reported after the change
Filing context

Quarter-end price $299.87

Portfolio importance

How important is Morningstar Inc in Two Sigma Investments, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#408of 5017 reported positions
Peak portfolio weight0.1%Q1 2026
Best historical rank#197Q1 2026
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$196.412026-09-24

Market context only; not an investor transaction price.

Latest filing quarter-end price$156.02Q2 2026

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

Coverage is bounded to the institution’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Two Sigma’s complete trading book, models, short positions, exact trade dates or execution prices. Options are reported separately.