Ray Dalio's FDS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 10,274 shares of FactSet Research Systems Inc. (FDS) worth $2.98 M, representing 0.01% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in FDS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 24,212 shares. Largest reduction occurred in Q1 2019, reducing 27,685 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's FactSet Research Systems (FDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly FactSet Research Systems (FDS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +2,100 | New Buy | 2,100 | $159.05 |
| Q2 2015 | -2,100 | Sold Out | 0 | $0.00 |
| Q3 2015 | +5,900 | New Buy | 5,900 | $159.83 |
| Q4 2015 | -4,600 | Reduce 77.97% | 1,300 | $162.31 |
| Q1 2016 | -1,300 | Sold Out | 0 | $0.00 |
| Q2 2016 | +3,900 | New Buy | 3,900 | $161.54 |
| Q3 2016 | +10,500 | Add 269.23% | 14,400 | $162.08 |
| Q4 2016 | -13,000 | Reduce 90.28% | 1,400 | $163.57 |
| Q1 2017 | +17,001 | Add 1214.36% | 18,401 | $164.94 |
| Q2 2017 | -15,727 | Reduce 85.47% | 2,674 | $166.04 |
| Q3 2017 | -2,674 | Sold Out | 0 | $0.00 |
| Q1 2018 | +11,111 | New Buy | 11,111 | $199.44 |
| Q2 2018 | -2,288 | Reduce 20.59% | 8,823 | $198.12 |
| Q3 2018 | -5,350 | Reduce 60.64% | 3,473 | $223.73 |
| Q4 2018 | +24,212 | Add 697.15% | 27,685 | $200.14 |
| Q1 2019 | -27,685 | Sold Out | 0 | $0.00 |
| Q2 2019 | +1,061 | New Buy | 1,061 | $286.52 |
| Q3 2019 | +18,187 | Add 1714.14% | 19,248 | $242.99 |
| Q4 2019 | -10,406 | Reduce 54.06% | 8,842 | $268.27 |
| Q1 2020 | -7,914 | Reduce 89.50% | 928 | $260.78 |
| Q2 2020 | +6,384 | Add 687.93% | 7,312 | $328.50 |
| Q3 2020 | +8,127 | Add 111.15% | 15,439 | $334.87 |
| Q4 2020 | -6,749 | Reduce 43.71% | 8,690 | $332.45 |
| Q1 2021 | -7,947 | Reduce 91.45% | 743 | $308.21 |
| Q2 2021 | -743 | Sold Out | 0 | $0.00 |
| Q3 2025 | +7,436 | New Buy | 7,436 | $286.49 |
| Q4 2025 | +2,838 | Add 38.17% | 10,274 | $290.19 |
Ray Dalio's FactSet Research Systems Investment FAQs
Ray Dalio first purchased FactSet Research Systems Inc. (FDS) in Q1 2015, acquiring 2,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held FactSet Research Systems Inc. (FDS) for 27 quarters since Q1 2015.
Ray Dalio's largest addition to FactSet Research Systems Inc. (FDS) was in Q4 2018, adding 27,685 shares worth $5.54 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 10,274 shares of FactSet Research Systems Inc. (FDS), valued at approximately $2.98 M.
As of the Q4 2025 filing, FactSet Research Systems Inc. (FDS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in FactSet Research Systems Inc. (FDS) was 27,685 shares, as reported at the end of Q4 2018.