Chuck Royce's FDS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 65,139 shares of FactSet Research Systems Inc. (FDS) worth $14.13 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Chuck Royce has maintained this position in FDS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 65,139 shares. Largest reduction occurred in Q1 2014, reducing 110,900 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's FactSet Research Systems (FDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly FactSet Research Systems (FDS) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +65,139 | New Buy | 65,139 | $216.99 |
| Q4 2014 | -28,200 | Sold Out | 0 | $0.00 |
| Q3 2014 | +4,000 | Add 16.53% | 28,200 | $121.52 |
| Q2 2014 | -200 | Reduce 0.82% | 24,200 | $120.29 |
| Q1 2014 | -110,900 | Reduce 81.97% | 24,400 | $107.83 |
| Q4 2013 | +1,300 | Add 0.97% | 135,300 | $108.58 |
| Q3 2013 | +700 | Add 0.53% | 134,000 | $109.10 |
| Q2 2013 | +133,300 | Add 0.00% | 133,300 | $101.94 |
Chuck Royce's FactSet Research Systems Investment FAQs
Chuck Royce first purchased FactSet Research Systems Inc. (FDS) in Q2 2013, acquiring 133,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held FactSet Research Systems Inc. (FDS) for 8 quarters since Q2 2013.
Chuck Royce's largest addition to FactSet Research Systems Inc. (FDS) was in Q2 2013, adding 133,300 shares worth $13.59 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 65,139 shares of FactSet Research Systems Inc. (FDS), valued at approximately $14.13 M.
As of the Q1 2026 filing, FactSet Research Systems Inc. (FDS) represents approximately 0.14% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in FactSet Research Systems Inc. (FDS) was 135,300 shares, as reported at the end of Q4 2013.