What smart money is saying about Cboe Global Markets, Inc.
1 fund in our archive has pitched Cboe Global Markets, Inc. — most recently Manole Capital Management Fintech Long/Short Strategy in September 2026.
Cboe Global Markets, Inc. functions as a global operator of various financial exchanges, primarily renowned for its options trading platforms, all managed through its numerous subsidiaries. The company organizes its expansive business activities into five distinct segments. The Options segment specializes in the trading of listed market indices. Its North American Equities division facilitates transactions for listed stocks in the United States and Canada, also offering services for exchange-traded products (ETPs), encompassing both trading and listing. The Futures segment is dedicated to futures trading. The Europe and Asia Pacific division delivers a broad range of services, including transactions for pan-European listed equities and derivatives, ETPs, exchange-traded commodities, and international depository receipts, along with ETP listing and clearing provisions. Finally, the Global FX segment serves institutional foreign exchange trading and non-deliverable forward FX transactions. Cboe Global Markets has established important strategic partnerships with key players such as S&P Dow Jones Indices, LLC; FTSE International Limited; Frank Russell Company; MSCI Inc.; and DJI Opco, LLC. The company, which originated in Chicago, Illinois, in 1973, previously operated as CBOE Holdings, Inc. until its rebranding in October 2017.
Get an email when a fund writes about it
Position history
Between Q2 2026 and Q3 2026, 1 fund letter reported a position in Cboe Global Markets, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Cboe is a securities and derivatives exchange; their resilient business model offers a heightened levelCambiar SMID Fund Commentary | 2Q 2026 3 of revenue/earnings visibility and serves as a good complement to the portfolio’s more credit-sensitive bank holdings. The recent weakness is due to a combination of AI disruption fears (Cboe has a software segment) and the more recent approval of perpetual futures (‘perps’) trading in prediction markets. We view these risks to be overstated, and continue to maintain our investment in this quality franchise.”
Cboe Global Markets, Inc.
Also mentioned · 3
These funds discuss Cboe Global Markets, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
Named in a table in Manole Capital Management Fintech Long/Short Strategy’s letter.
Cboe Global Markets, Inc. - MentionedGreensKeeper Value FundJune 2026
“Nevertheless, ICE’s shares declined alongside peers including Cboe Global Markets (CBOE) and CME Group (CME), amid concerns of a cyclical peak in earnings.”
Cboe Global Markets, Inc. - MentionedHorizon Kinetics Market CommentaryJune 2026
“Two of them—MIAX and CBOE—are substantially higher than they were 12 months ago and more than the S&P 500.”
Cboe Global Markets, Inc.
Fund coverage · 1 thesis
- Manole Capital Management Fintech Long/Short StrategySeptember 2026
Cboe Global Markets, Inc. has a recurring data revenue opportunity from exchange trading and market-data monetization.
Read the full thesis
Read every full thesis on Cboe Global Markets, Inc.
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→