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FactSet Research Systems Inc.

FDS Financials
$216.99 +$12.44 (6.08%)
Market Cap: $8.05 B
Gurus Holding
8
Popularity Rank
#750
% of Shares Held
3.12%
Net Activity (Q4 2025)
+$267.12 M

Guru Ownership Trend

Guru Analysis for FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $251.46 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $267.12 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 94.3%.

Key Holders

Top 5 by Value

$204.6 M
$47.44 M
$36.4 M
$35.37 M
$8.11 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$287.88 M
Total Buy Value
New Buys 3
Additions 4
-$20.76 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for FactSet Research Systems Inc. (FDS)

Major holders include Cliff Asness ($204.6 M), Joel Greenblatt ($47.44 M), John Rogers ($36.4 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $267.12 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited FDS. The total reported sell value was $20.76 M.

Yes, 3 managers opened new positions in FDS, and 4 increased their existing holdings. The total reported buy value was $287.88 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 4547.4% 705,062 $204.6 M Q4 2025
0.17% Add 583.8% 163,482 $47.44 M Q4 2025
0.39% New Buy 125,439 $36.4 M Q4 2025
0.28% Add 4.4% 121,873 $35.37 M Q4 2025
0.01% New Buy 27,942 $8.11 M Q4 2025
0.01% Add 38.2% 10,274 $2.98 M Q4 2025
0.00% Reduce -94.3% 3,576 $1.04 M Q4 2025
0.00% New Buy 1,189 $345,036 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form