Joel Greenblatt's FDS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 23,908 shares of FactSet Research Systems Inc. (FDS) worth $6.85 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FDS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 48,261 shares. Largest reduction occurred in Q2 2014, reducing 67,917 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's FactSet Research Systems (FDS) Holding Value Over Time
Track share changes against reported price movement
Quarterly FactSet Research Systems (FDS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +22,069 | Add 0.00% | 22,068 | $101.96 |
| Q3 2013 | -890 | Reduce 4.03% | 21,178 | $109.12 |
| Q4 2013 | +48,261 | Add 227.88% | 69,439 | $108.58 |
| Q1 2014 | +43,528 | Add 62.69% | 112,967 | $107.81 |
| Q2 2014 | -67,917 | Reduce 60.12% | 45,050 | $120.29 |
| Q3 2014 | +8,628 | Add 19.15% | 53,678 | $121.52 |
| Q4 2014 | -30,877 | Reduce 57.52% | 22,801 | $140.74 |
| Q1 2015 | -13,110 | Reduce 57.50% | 9,691 | $159.22 |
| Q2 2015 | -637 | Reduce 6.57% | 9,054 | $162.47 |
| Q3 2015 | -7,197 | Reduce 79.49% | 1,857 | $159.94 |
| Q4 2015 | -1,857 | Sold Out | 0 | $0.00 |
| Q4 2016 | +1,349 | New Buy | 1,349 | $163.08 |
| Q1 2017 | -135 | Reduce 10.01% | 1,214 | $164.74 |
| Q2 2017 | +82 | Add 6.75% | 1,296 | $165.90 |
| Q3 2017 | -1,296 | Sold Out | 0 | $0.00 |
| Q3 2019 | +4,001 | New Buy | 4,001 | $242.94 |
| Q4 2019 | -2,364 | Reduce 59.09% | 1,637 | $268.17 |
| Q1 2020 | -1,637 | Sold Out | 0 | $0.00 |
| Q4 2021 | +421 | New Buy | 421 | $486.94 |
| Q1 2022 | -421 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,110 | New Buy | 1,110 | $401.21 |
| Q1 2023 | -483 | Reduce 43.51% | 627 | $415.09 |
| Q2 2023 | -627 | Sold Out | 0 | $0.00 |
| Q4 2023 | +752 | New Buy | 752 | $477.05 |
| Q1 2024 | -89 | Reduce 11.84% | 663 | $454.39 |
| Q2 2024 | +2,622 | Add 395.48% | 3,285 | $408.27 |
| Q3 2024 | -2,652 | Reduce 80.73% | 633 | $459.85 |
| Q4 2024 | -633 | Sold Out | 0 | $0.00 |
| Q1 2025 | +3,434 | New Buy | 3,434 | $454.64 |
| Q2 2025 | +11,280 | Add 328.48% | 14,714 | $447.28 |
| Q3 2025 | +9,194 | Add 62.48% | 23,908 | $286.49 |
Joel Greenblatt's FactSet Research Systems Investment FAQs
Joel Greenblatt first purchased FactSet Research Systems Inc. (FDS) in Q2 2013, acquiring 22,068 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held FactSet Research Systems Inc. (FDS) for 31 quarters since Q2 2013.
Joel Greenblatt's largest addition to FactSet Research Systems Inc. (FDS) was in Q4 2013, adding 69,439 shares worth $7.54 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 23,908 shares of FactSet Research Systems Inc. (FDS), valued at approximately $6.85 M.
As of the Q3 2025 filing, FactSet Research Systems Inc. (FDS) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in FactSet Research Systems Inc. (FDS) was 112,967 shares, as reported at the end of Q1 2014.