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Disclosery

Baron Capital: MORN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on MORN, newest first. How the timeline and the estimate are built.

Baron Capital held 3,499,146 MORN 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 3,499,146 shares
    Change vs previous 13F +2,739,631 shares

    0.82% of the 13F portfolio, value $545,936,759.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 759,515 shares
    Change vs previous 13F -482,279 shares

    0.39% of the 13F portfolio, value $128,396,011.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 1,241,794 shares
    Change vs previous 13F -172,511 shares

    0.73% of the 13F portfolio, value $269,854,254.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 1,414,305 shares
    Change vs previous 13F +118,979 shares

    0.87% of the 13F portfolio, value $328,132,903.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 1,295,326 shares
    Change vs previous 13F -4,182 shares

    1.1% of the 13F portfolio, value $406,641,691.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 1,299,508 shares
    Change vs previous 13F -5,647 shares

    1.14% of the 13F portfolio, value $389,683,464.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 1,305,155 shares
    Change vs previous 13F -433 shares

    1.14% of the 13F portfolio, value $439,523,998.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 1,305,588 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $416,639,243.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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