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Autoresearch: Has Nasdaq published the official September 2026 Nasdaq-100 quarterly-changes IR results and locked official SPCX weights as of 2026-09-19?

As of 2026-09-19 the official Sep 2026 Nasdaq-100 quarterly-changes IR page is still HTTP 404; public official SPCX weights are not locked; GIW-indicative ~1.28%→~2.82%; no Nasdaq-primary dollar-flow.

Source

Autoresearch: Has Nasdaq published the official September 2026 Nasdaq-100 quarterly-changes IR results and locked official SPCX weights as of 2026-09-19?

Generated by /autoresearch on 2026-09-19. Synthesized across 3 rounds from 12 web pages (several official Nasdaq IR / Bloomberg fetches failed as expected), anchored by the Grokipedia Nasdaq-100 entry. See Provenance. Treat as raw material — review before promoting into a project or thread. Context: vault/projects/stock-market Research-only pass. This file is written outside the vault. No buy / sell / size. Priors skipped.

Summary

As of 2026-09-19, Nasdaq has not published a public official September 2026 Nasdaq-100 quarterly-changes IR results page. The expected slug still returns HTTP 404 (same unpublished status as 2026-09-14). The latest official public “quarterly changes” results release remains the June 2026 IR (HTTP 200), which lists add/remove names only and prints no weights and no dollar-flow. Official public SPCX weights are not locked: indexes.nasdaq.com weighting HTML is dated as-of 2026-09-18 but the constituent-weight table is empty without login. The only fetchable weight path is GIW-indicative, Bloomberg-syndicated: about 1.28% → about 2.82%, circulated late Friday 2026-09-11, with syndications still saying the final weighting would be determined later in September. There is no Nasdaq-primary dollar-flow figure. Desk/JPM dollar estimates are attributed secondary and disagree.

Findings

Official September 2026 IR results page: still unpublished (HTTP 404)

The June 2026 results live at the canonical IR path nasdaq-100-indexr-june-2026-quarterly-changes. The matching September slug was fetched on 2026-09-19 and returned Nasdaq, Inc.’s “Page Not Found” HTML (HTTP 404), not a results release (expected Sep 2026 IR slug). Two nearby slug variants also 404’d: nasdaq-100-index-september-2026-quarterly-changes and nasdaq-100-indexr-september-2026-quarterly-rebalance.

A site:ir.nasdaq.com "September 2026" Nasdaq-100 quarterly search returned the June 2026 quarterly-changes page, a June 2026 volumes/statistics release, the March 2026 methodology-consultation close, and older annual-change pages — no September 2026 quarterly-changes IR hit.

The June 2026 page does exist (HTTP 200 on GET). Official text, also reprinted on GlobeNewswire and Yahoo: Nasdaq announced on 11 June 2026 the June quarterly rebalance results, effective prior to market open Monday, 22 June 2026. Adds: Astera Labs (ALAB), CoreWeave (CRWV), Nebius (NBIS), Rocket Lab (RKLB), Teradyne (TER). Removes: Charter (CHTR), Cognizant (CTSH), Insmed (INSM), Verisk (VRSK), Zscaler (ZS). The release points readers to https://indexes.nasdaq.com/ for index notifications. It does not print constituent weights or a rebalance dollar-flow (June 2026 IR; GlobeNewswire reprint, 11 June 2026 / posted 12 June; Yahoo reprint of the same wire).

No GlobeNewswire September 2026 quarterly-changes reprint was found. Wire search hits for “September 2026 Quarterly Changes” still resolve to the June release, not a new Nasdaq, Inc. source item.

That is the results-template: when Nasdaq publishes official quarterly-change results, it is a named IR/wire page listing adds and deletes. That page does not exist for September 2026 as of this pass.

Calendar: announce 2026-09-11, effective 2026-09-21 — GIW file is not the IR results page

Grokipedia’s Nasdaq-100 primer states the index is modified-cap-weighted, rebalanced quarterly, reconstituted annually in December, and points at the official overview (Grokipedia: Nasdaq-100; indexes.nasdaq.com NDX overview). The official methodology PDF at indexes.nasdaq.com/docs/Methodology_NDX.pdf was not fetched (PDF, host not on the *.gov whitelist). Search extracts of that PDF, and the user’s known methodology, agree on the schedule this pass re-maps rather than invents:

  • Rebalance announcement: after the close on the sixth trading day prior to the effective date.
  • Rebalance effective: market open on the first trading day following the third Friday in March, June, September, and December.

Third Friday of September 2026 is Friday 2026-09-18. The next trading day is Monday 2026-09-21. Six trading days before that Monday is Friday 2026-09-11. That is the announce window. Today (Saturday 2026-09-19) sits after the announce date and after the third-Friday close, and before Monday’s effective open.

Bloomberg syndications dated 13–14 September treat late Friday 11 September as the date Nasdaq circulated pro forma GIW data — not as the date of a public IR results release. Those pieces still say “the final weighting will be determined later this month” (The Business Times, 13 Sep 2026, labeled BLOOMBERG; The Star, 14 Sep 2026, labeled Bloomberg; Yahoo Finance Bloomberg syndication). TeslaNorth, writing 18 September 2026, still said the final figure is still due later this month (TeslaNorth, 18 Sep 2026).

SpaceX’s membership in the index is a separate, earlier official event: Nasdaq announced 26 June 2026 that SPCX would become a Nasdaq-100 component prior to the open on Tuesday 7 July 2026 (SpaceX join IR). That is not a September quarterly-changes results page and does not lock September weights.

Official public SPCX weights: not locked; GIW path is indicative ~1.28% → ~2.82%

The official public weighting page (indexes.nasdaq.com/Index/Weighting/NDX) was fetched on 2026-09-19. Header: DATA AS OF 9/18/2026. The constituent-weight table is empty. The page states “Log in for Full Access.” A prior search extract of the same URL carried Nasdaq’s own GIW disclaimer that daily pro forma data are “as-is,” “indicative of the currently projected future index basket,” and “subject to change” (NDX weighting page). The public HTML therefore does not print a locked official SPCX weight.

The official NDX overview was also fetched: last 29,644.17, 101 components, no weight table, no September results notice (NDX overview). The GIW directory page is an index listing, not a weight lock (GIW Directory / NDX).

The fetchable weight path is GIW-cited via Bloomberg syndication, not an IR lock:

  • About 2.82% from roughly 1.28%, “based on pro forma data from Nasdaq’s Global Index Watch circulated late Friday” / “late on Friday (Sep 11).”
  • “The final weighting will be determined later this month.”
  • Wall Street expects “billions” of buying — qualitative, not a primary dollar figure.
  • QQQ about US$481 billion; about US$1.7 trillion in assets tracked the Nasdaq-100 as of end of Q2, attributed to Nasdaq.

Those sentences are in the fetched Bloomberg syndications (Business Times; The Star; Yahoo Finance). Bloomberg.com itself is robot-blocked (403 / timeout); the syndications are labeled Bloomberg and are the fetched text.

TeslaNorth (18 Sep 2026) repeats the same GIW-via-Bloomberg 1.28% → 2.82% path and still treats the final official weight Nasdaq posts as unsettled (TeslaNorth).

Do not treat 1.28% / 2.82% as Nasdaq-IR official locked weights. They are GIW pro forma, client-circulated, Bloomberg-reported, explicitly subject to a later final.

A 19 September 2026 Bloomberg headline is search-visible — “SpaceX’s Nasdaq 100 Weight Is Confirmed at 2.82% in Rebalance” (Isabelle Lee, 8:17 AM MDT), lede claiming 2.82% “according to data obtained by Bloomberg,” calculated on Friday’s close, matching the provisional figure (Bloomberg URL, unfetched). Direct fetch returned HTTP 403. Wayback had no capture. No Yahoo / Business Times / Star syndication of this 19 September confirmation piece was found (those outlets still carry the 12–14 September “final later this month” story). Per this skill’s rule, that lede is search-visible, not fetched, and is not a Nasdaq IR publication. It is recorded under open questions, not as an official lock.

No Nasdaq-primary dollar-flow figure

Nothing in the official June IR, the SpaceX-join IR, the NDX overview, or the public weighting page states a September 2026 primary dollar-flow into or out of SPCX.

Fetched Bloomberg syndications use “billions” only. They do print Nasdaq-attributed AUM (≈ $1.7T tracking NDX at end-Q2; QQQ ≈ $481B). Those are stock-of-assets figures, not a rebalance flow (Business Times; The Star).

Attributed desk paths (not Nasdaq-primary; do not invent a new number):

  • Earlier JPM path (superseded): ~1.25% → ~1.51%, ~$12.4B. Still visible in search titles/snippets on secondary aggregators (Gate, HTX, an older BigGo headline). Not treated as current. User-known as superseded.
  • Later JPM path on a fetched aggregator page: BigGo’s live article now states JPMorgan Securities strategist Min Moon, report dated Tuesday 8 September 2026: weight 1.25% → 2.25%, ~$15.5B net buying; current weight 1.25%, rank 19; TD Securities “could climb above 3.5%.” BigGo also restates Nasdaq’s May 2026 3×-float weighting rule. This is desk commentary on an aggregator, not a Nasdaq primary (BigGo Finance).
  • TeslaNorth (18 Sep, GIW-via-Bloomberg plus desks): GIW 1.28% → 2.82%; analyst passive-buy estimates about $15.5 billion to $22 billion into Friday’s closing auction — explicitly analyst/desk, and still waiting on the official final weight (TeslaNorth).

Gate.com’s “$124B” headline is a garbled restatement of the $12.4B path and is discarded.

Verdict on dollar-flow: there is no primary $ flow. Do not promote JPM $12.4B, JPM $15.5B, or the $15.5–$22B desk range as Nasdaq-official.

Contradictions and open questions

  • IR 404 vs GIW circulate. Methodology plus Bloomberg syndications say Nasdaq circulated a GIW pro forma file after the 11 September close. That is not the same object as the public IR “quarterly changes” results page, which is still 404. Open: whether Nasdaq ever publishes a September IR page for a weight-only rebalance with no add/delete list, or whether GIW/client files are the only official channel this quarter.
  • Bloomberg 19 September “confirmed 2.82%.” Search-visible, robot-blocked, no fetched syndication. If a labeled syndication appears, it would still be Bloomberg-obtained data, not an ir.nasdaq.com lock, unless Nasdaq also posts the weights on a public HTML page.
  • Public weighting page vs login GIW. DATA AS OF 9/18/2026 is consistent with Friday’s close having been taken. The empty public table means this pass cannot read an official printed SPCX weight from Nasdaq HTML.
  • JPM paths disagree with each other and with GIW. 1.25→1.51 / $12.4B (earlier, superseded) vs 1.25→2.25 / $15.5B (BigGo’s current JPM retell) vs GIW 1.28→2.82 (Bloomberg syndications) vs TD “above 3.5%” (BigGo only). None is a Nasdaq primary $ flow.
  • 101 components on the public overview vs the “100” name. Consistent with methodology language that quarterly adds / fast-entry can temporarily lift the count above 100; not evidence of a published September add/delete list.
  • Methodology PDF not fetched (off-whitelist). Calendar used here is the user’s known map plus search extracts plus the June IR’s own announce/effective pattern. A later pass with an allowed fetch path should pull Methodology_NDX.pdf if the HTML methodology page is missing.

Provenance

Rounds run: 3 of 3 (full). No early exit: round 3 was required to test whether a 19 September Bloomberg “confirmation” or an alternate official slug closed the IR/weight gap. They did not.

Sub-questions by round:

Round 1 (broad survey):

  1. Has Nasdaq published an official September 2026 Nasdaq-100 quarterly-changes IR/news-release page (or a same-text wire reprint)?
  2. What official (not GIW-indicative) SPCX weight path, if any, is locked?
  3. Does the official methodology calendar still map announce 2026-09-11 / effective 2026-09-21?
  4. Is there a PRIMARY dollar-flow figure from Nasdaq vs only desk/GIW/JPM estimates?
  5. What did the June 2026 official IR actually publish as the results template?

Round 2 (drill-down):

  1. Does indexes.nasdaq.com/Index/Weighting/NDX now show locked official SPCX weights, or still login-walled GIW-indicative data? — targeting official weights outside IR
  2. Did Nasdaq publish Sep 2026 results on GlobeNewswire, nasdaq.com newsroom, or an indexes notice under a different slug? — targeting alternate official channel
  3. After the 2026-09-18 close, did any source publish a Nasdaq-official final SPCX weight or primary $ flow? — targeting the “final later this month” gap
  4. What attributed JPM/desk $ paths remain, and is any figure Nasdaq-primary? — targeting the dollar-flow question

Round 3 (resolve remaining uncertainty):

  1. Has a labeled syndication of the Sep 19 Bloomberg “confirmed at 2.82%” piece been published, or is that still a blocked-primary lede only? — targeting whether 2.82% is fetchable as “locked”
  2. Does any public Nasdaq HTML page print official post-Sep-18 SPCX weights or a $ flow? — targeting official-vs-Bloomberg-obtained
  3. Are there other Sep IR slugs that would mean the 404 is a bad URL rather than unpublished results? — targeting the IR-exists verdict

Anchor source (Grokipedia, fetched before round 1):

  • Nasdaq-100 — 3017 chars extracted via _lib/grokipedia.py fetch "Nasdaq-100" --max-chars 3000 — primer on modified-cap weighting, quarterly rebalance / December reconstitution, eligibility; does not cover the September 2026 results or SPCX weights.

X sources: not used (--include-x not passed).

URLs fetched (12 successful HTML, 5 failed / blocked, plus Grokipedia bonus):

Round 1:

Round 2:

Round 3:

Reliability notes consulted: ir.nasdaq.com Persistent-failure (403) and www.nasdaq.com Persistent-failure (429) in SOURCE_RELIABILITY.md (2026-08-26). This pass: June IR and Sep 404 page did return over curl GET with a research UA; WebFetch timed out. Bloomberg.com remains robot-blocked; syndications used and labeled. GlobeNewswire Periodic-failure historically; June reprint succeeded here. Reuters Hard-blocked — not fetched. Methodology PDF not fetched (off *.gov whitelist).

Tools used: WebSearch, WebFetch, _lib/grokipedia.py, curl (browser/research UA) for official HTTP status. Generated: 2026-09-19 ~20:42 UTC

Referenced by
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