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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $225.92 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.23 M net outflow during the quarter.
Recent activity highlights Chuck Royce who opened a new position. Conversely, Cliff Asness reduced exposure by 56.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for FactSet Research Systems Inc. (FDS)
Major holders include Cliff Asness ($66.73 M), Joel Greenblatt ($59.3 M), John Rogers ($48.83 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.01 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.23 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 4 fully exited FDS. The total reported sell value was $98.73 M.
Yes, 1 managers opened new positions in FDS, and 3 increased their existing holdings. The total reported buy value was $62.5 M.