Sagespring Wealth Partners 13F: Cuts CME Stake by $1.4M
Key Points
- Sagespring Wealth Partners lowered its stake in CME Group Inc. by 5,482 shares to end the quarter with 24,221 shares valued at $6.35 million.
- Other major institutional investors actively adjusted their holdings, with PineStone Asset Management shedding 109,200 shares to hold 2.61 million shares.
- CME Group Inc. shares recently traded around $295.79, sitting roughly 3.3% below their closing price of $305.98 on the filing date.
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What Changed in Sagespring Wealth Partners's CME Group Inc. Position
Sagespring Wealth Partners lowered its investment in CME Group Inc. NASDAQ:CME during the third quarter, cutting its holdings by 5,482 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the firm ended the period with 24,221 shares. The remaining stake carried a value of $6,345,311. This move represents an 18.5% decrease from the 29,703 shares held previously.
CME
CME Group Inc.
Other Institutional Activity in CME Group Inc.
Other large institutional investors made notable adjustments to their portfolios during the same period. PineStone Asset Management trimmed its holdings by 109,200 shares, ending with 2,610,147 shares worth about $683,806,311. Carnegie Investment Counsel reduced its stake by 7,393 shares, leaving it with 152,288 shares valued at $37,861,906. Y-Intercept sold off a larger portion, cutting its position by 95,086 shares or 64.1% to finish with 53,259 shares worth approximately $13,952,793. On the buying side, Montrusco Bolton Investments initiated a new position with 289,492 shares valued at $75,841,114. TCV Trust & Wealth Management also established a new stake, acquiring 937 shares worth about $245,474.
CME Group Inc. Stock Up 0.8%
CME Group Inc. shares recently traded around $295.79 as of October 23, 2026, moving down about 3.3% since the filing date when the stock closed at $305.98.
Recent Earnings
CME Group Inc. reported trailing twelve month revenue of $6.76 billion and earnings of $11.79 per share.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 1.2%. Revenue missed estimates by 1.6%.
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Profit surprise
EBITDA missed by 6 percent. Operating income missed by 5 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target cuts.
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Earnings quality
Gross margin up 0.7 points. Operating margin up 2.2 points. Positive free cash flow.
Earnings Call Summary
CME delivered a record first quarter with average daily volume of 36.2 million contracts, up 22 percent year-over-year, marking the highest in company history. Revenue reached $1.88 billion, up 14 percent, with record performance across all six asset classes and international markets. The company achieved record adjusted operating margins of 72.8 percent and adjusted earnings per share of $3.36, returning $3.2 billion to shareholders through dividends and buybacks.
Guidance CME reaffirmed its full-year adjusted expense guidance of about $1.695 billion. The company expects to continue investing in technology and cloud migration while maintaining capital returns through dividends and share buybacks.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
CME Group Inc. pays an annual dividend of $5.20 per share.
Insider Buying and Selling at CME Group Inc.
Director Martin J Gepsman sold 400 shares on October 22, 2026, at an average price of $302.50 for a total value of $121,000.
Analysts Set New Price Targets
UBS maintained a neutral rating with a target of $310.00, while Morgan Stanley kept an overweight rating and raised its target to $359.00.
About CME Group Inc.
CME Group Inc. operates major global financial exchanges where market participants trade futures and options contracts. The company provides critical market infrastructure for trading across interest rates, equity indexes, foreign exchange, and commodities like energy and agriculture.
Bottom Line
Institutional adjustments like this one highlight ongoing portfolio rebalancing among wealth managers. Market participants will continue monitoring upcoming filings and earnings releases to track shifts in large-scale ownership.
Related Filing Alerts
Source: Sagespring Wealth Partners's 13F filing on $CME (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts