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Valley Forge Capital Management, LP: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Forge Capital Management, LP on SPGI, newest first. How the timeline and the estimate are built.

Valley Forge Capital Management, LP held 1,524,036 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,524,036 shares
    Change vs previous 13F -234,038 shares

    19.92% of the 13F portfolio, value $620,678,901.

    13F-HR 0001697868-26-000005 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,758,074 shares
    Change vs previous 13F -105 shares

    22.15% of the 13F portfolio, value $747,779,195.

    13F-HR 0001697868-26-000003 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,758,179 shares
    Change vs previous 13F +3,081 shares

    20.83% of the 13F portfolio, value $918,806,764.

    13F-HR 0001697868-26-000001 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,755,098 shares
    Change vs previous 13F 0 shares

    20.55% of the 13F portfolio, value $854,223,748.

    13F-HR 0001697868-25-000006 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,755,098 shares
    Change vs previous 13F 0 shares

    20.44% of the 13F portfolio, value $925,445,624.

    13F-HR 0001697868-25-000005 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,755,098 shares
    Change vs previous 13F 0 shares

    20.32% of the 13F portfolio, value $891,765,294.

    13F-HR 0001697868-25-000004 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,755,098 shares
    Change vs previous 13F +49,200 shares

    19.25% of the 13F portfolio, value $874,091,457.

    13F-HR 0001697868-25-000001 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,705,898 shares
    Change vs previous 13F not available

    19.58% of the 13F portfolio, value $881,301,025.

    13F-HR 0001697868-24-000008 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).