CME β€” CME GROUP INC

Ownership history in Jackson Square Partners, LLC  Β·  32 quarters on record

This page tracks every 13F SEC filing in which Jackson Square Partners, LLC reported a position in CME GROUP INC (CME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.35% (2020 Q1)
πŸ“Š Avg. % of fund
1.18%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
32

Position Intelligence

Jackson Square Partners, LLC Γ— CME AI Analytics

πŸ“ˆ Jackson Square Partners, LLC outperformed the S&P 500 by +5.8% annually on this CME position. Timing score: 29% (9/31 decisions correct). Average cost basis: $76.44. Maximum drawdown during holding period: –21.2%.

πŸ“ˆ Position Alpha vs SPY
+5.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.8% per year on this position.
31 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
9 of 31 add/trim decisions correct

πŸ’° Entry Quality
$76.44
+248.9% vs current ($266.70)

Best entry: $43.97 (2014 Q2)  Β·  Worst: $157.06 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–21.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
16%
buy-side decisions

5 adds Β· 26 trims. Bought during 2 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Jackson Square Partners, LLC has been actively increasing its CME allocation β€” a bullish signal from insiders.
Currently 1.75% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CME price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 16,024 β€” 0% 1.75% $4.3M $266.70
2025 Q3 REDUCED 16,024 -4,954 -23.6% 1.75% $4.3M $262.67
2025 Q2 REDUCED 20,978 -11,409 -35.2% 2.14% $5.8M $266.67
2025 Q1 REDUCED 32,387 -3,040 -8.6% 1.16% $8.6M $255.51
2024 Q4 REDUCED 35,427 -2,969 -7.7% 0.86% $8.2M $222.57
2024 Q3 REDUCED 38,396 -14,199 -27.0% 0.73% $8.5M $205.35
2024 Q2 REDUCED 52,595 -5,909 -10.1% 0.63% $10.3M $182.01
2024 Q1 REDUCED 58,504 -4,798 -7.6% 0.52% $12.6M $198.18
2023 Q4 REDUCED 63,302 -6,789 -9.7% 0.43% $13.3M $192.85
2023 Q3 REDUCED 70,091 -2,054 -2.8% 0.47% $14.0M $177.94
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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