Jefferies Group's FDS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 5,113 shares of FactSet Research Systems Inc. (FDS) worth $1.18 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in FDS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 5,113 shares. Largest reduction occurred in Q2 2023, reducing 2,701 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's FactSet Research Systems (FDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly FactSet Research Systems (FDS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +5,113 | New Buy | 5,113 | $230.08 |
| Q4 2025 | -2,034 | Sold Out | 0 | $0.00 |
| Q3 2025 | +534 | Add 35.60% | 2,034 | $286.49 |
| Q2 2025 | +1,500 | New Buy | 1,500 | $447.28 |
| Q2 2023 | -2,701 | Sold Out | 0 | $0.00 |
| Q1 2023 | -726 | Reduce 21.18% | 2,701 | $415.09 |
| Q4 2022 | +3,427 | New Buy | 3,427 | $401.21 |
Jefferies Group's FactSet Research Systems Investment FAQs
Jefferies Group first purchased FactSet Research Systems Inc. (FDS) in Q4 2022, acquiring 3,427 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held FactSet Research Systems Inc. (FDS) for 7 quarters since Q4 2022.
Jefferies Group's largest addition to FactSet Research Systems Inc. (FDS) was in Q2 2026, adding 5,113 shares worth $1.18 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 5,113 shares of FactSet Research Systems Inc. (FDS), valued at approximately $1.18 M.
As of the Q2 2026 filing, FactSet Research Systems Inc. (FDS) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in FactSet Research Systems Inc. (FDS) was 5,113 shares, as reported at the end of Q2 2026.