FDS Stock Ownership Activity

FACTSET RESEARCH SYSTEMS INC 13F holders

3 value investing gurus have made changes to the FACTSET RESEARCH SYSTEMS INC (FDS) position according to the gurus' latest SEC quarterly report(s). FDS has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of FDS shares has been increased by 1 super investor(s).

Which gurus or hedge funds are buying FDS now?

According to the latest SEC filing(s) FACTSET RESEARCH SYSTEMS INC (FDS) has been bought by 2 gurus: Donald Yacktman - Yacktman Asset Management (new buy) and John W. Rogers Jr. - Ariel Appreciation Fund (added shares +128.6%).

To see more about who is investing in FACTSET RESEARCH SYSTEMS INC (FDS), please go to the FDS ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (3 results)
Donald Yacktman
Yacktman Asset Management
buy
+225,874
+0.65%
0.65%
John W. Rogers Jr.
Ariel Appreciation Fund
+128.60%
+33,148
+0.82%
1.46%
Eric H. Schoenstein
Jensen Investment Management
-100.00%
-11,810
-0.07%
0.00%
Current price: $253.44 16.80% AVG reported price*: $216.99
2025 Q4 (1 result)
John W. Rogers Jr.
Ariel Appreciation Fund
buy
+25,777
+0.84%
0.84%
Current price: $253.44 12.66% Reported price*: $290.19
2025 Q3 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+13.56%
+1,410
+0.01%
0.04%
Current price: $253.44 11.54% Reported price*: $286.49
2025 Q1 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-13.33%
-1,600
-0.01%
0.05%
Current price: $253.44 44.25% Reported price*: $454.64
2024 Q3 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+11.63%
+1,250
+0.00%
0.05%
Current price: $253.44 44.89% Reported price*: $459.85
2023 Q3 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-3.33%
-370
-0.00%
0.04%
Current price: $253.44 42.04% Reported price*: $437.26
2023 Q2 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-3.14%
-360
-0.00%
0.03%
Current price: $253.44 36.74% Reported price*: $400.65
2022 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-12.63%
-1,660
-0.01%
0.04%
Current price: $253.44 36.83% Reported price*: $401.21
2022 Q3 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-26.39%
-4,710
-0.02%
0.05%
Current price: $253.44 36.65% Reported price*: $400.08
2022 Q1 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+9.64%
+1,570
+0.01%
0.06%
Current price: $253.44 41.63% Reported price*: $434.17
2021 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-15.69%
-3,030
-0.01%
0.06%
Current price: $253.44 47.85% Reported price*: $486.00
2021 Q3 (2 results)
Eric H. Schoenstein
Jensen Investment Management
+20.99%
+3,350
+0.01%
0.06%
Fred Martin
Disciplined Growth Investors
-100.00%
-42,733
-0.28%
0.00%
Current price: $253.44 35.80% AVG reported price*: $394.77
2021 Q2 (2 results)
Eric H. Schoenstein
Jensen Investment Management
+39.88%
+4,550
+0.01%
0.04%
Fred Martin
Disciplined Growth Investors
-66.95%
-86,576
-0.55%
0.00%
Current price: $253.44 24.48% AVG reported price*: $335.59
2021 Q1 (2 results)
Eric H. Schoenstein
Jensen Investment Management
buy
+11,410
+0.03%
0.03%
Fred Martin
Disciplined Growth Investors
-20.85%
-34,061
-0.21%
0.81%
Current price: $253.44 17.87% AVG reported price*: $308.59
2020 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
-3.46%
-5,856
-0.04%
1.05%
Current price: $253.44 23.78% Reported price*: $332.50
2020 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
-3.39%
-5,941
-0.05%
1.33%
Current price: $253.44 24.32% Reported price*: $334.88
2020 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
-45.41%
-145,693
-1.16%
1.39%
Current price: $253.44 22.84% Reported price*: $328.47
2020 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
-40.28%
-216,424
-1.29%
1.91%
Current price: $253.44 2.78% Reported price*: $260.68
2019 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
+1.62%
+8,551
+0.04%
2.38%
Current price: $253.44 5.54% Reported price*: $268.30
2019 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
+0.77%
+4,034
+0.02%
2.38%
Current price: $253.44 4.31% Reported price*: $242.97
2019 Q2 (1 result)
Fred Martin
Disciplined Growth Investors
-12.90%
-77,687
-0.41%
2.80%
Current price: $253.44 11.56% Reported price*: $286.56
2019 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
-1.09%
-6,614
-0.03%
2.62%
Current price: $253.44 2.08% Reported price*: $248.27
2018 Q4 (1 result)
Fred Martin
Disciplined Growth Investors
-2.34%
-14,605
-0.06%
2.51%
Current price: $253.44 26.64% Reported price*: $200.13
2018 Q3 (1 result)
Fred Martin
Disciplined Growth Investors
+3.47%
+20,938
+0.08%
2.34%
Current price: $253.44 13.29% Reported price*: $223.71
2018 Q2 (2 results)
Fred Martin
Disciplined Growth Investors
-1.26%
-7,676
-0.03%
2.20%
Brian Bares
Bares Capital Management
-100.00%
-761,077
-5.29%
0.00%
Current price: $253.44 27.94% AVG reported price*: $198.10
2018 Q1 (1 result)
Fred Martin
Disciplined Growth Investors
-2.24%
-14,002
-0.05%
2.39%
Current price: $253.44 27.09% Reported price*: $199.42
2017 Q4 (2 results)
Brian Bares
Bares Capital Management
+13.21%
+88,810
+0.72%
6.14%
Fred Martin
Disciplined Growth Investors
+0.13%
+832
+0.00%
2.37%
Current price: $253.44 31.48% AVG reported price*: $192.76
2017 Q3 (2 results)
Brian Bares
Bares Capital Management
+9.67%
+59,249
+0.48%
5.46%
Fred Martin
Disciplined Growth Investors
-0.97%
-6,100
-0.02%
2.35%
Current price: $253.44 40.71% AVG reported price*: $180.11
2017 Q2 (2 results)
Fred Martin
Disciplined Growth Investors
+0.51%
+3,205
+0.01%
2.18%
Brian Bares
Bares Capital Management
+0.51%
+3,109
+0.02%
4.53%
Current price: $253.44 52.51% AVG reported price*: $166.18
2017 Q1 (2 results)
Brian Bares
Bares Capital Management
+16.81%
+87,766
+0.72%
4.99%
Fred Martin
Disciplined Growth Investors
-2.31%
-14,801
-0.05%
2.30%
Current price: $253.44 53.68% AVG reported price*: $164.91
2016 Q4 (2 results)
Brian Bares
Bares Capital Management
+2.39%
+12,209
+0.12%
5.08%
Fred Martin
Disciplined Growth Investors
+1.19%
+7,571
+0.03%
2.39%
Current price: $253.44 55.08% AVG reported price*: $163.43
2016 Q3 (2 results)
Brian Bares
Bares Capital Management
+6.54%
+31,296
+0.30%
4.92%
Fred Martin
Disciplined Growth Investors
-0.69%
-4,405
-0.02%
2.44%
Current price: $253.44 56.35% AVG reported price*: $162.10
2016 Q2 (2 results)
Brian Bares
Bares Capital Management
+4.80%
+21,938
+0.25%
5.50%
Fred Martin
Disciplined Growth Investors
+1.45%
+9,130
+0.04%
2.59%
Current price: $253.44 57.01% AVG reported price*: $161.42
2016 Q1 (2 results)
Brian Bares
Bares Capital Management
+20.86%
+78,814
+0.87%
5.01%
Fred Martin
Disciplined Growth Investors
-3.06%
-19,880
-0.08%
2.42%
Current price: $253.44 67.25% AVG reported price*: $151.53
2015 Q4 (2 results)
Brian Bares
Bares Capital Management
+23.92%
+72,952
+0.93%
4.82%
Fred Martin
Disciplined Growth Investors
-2.16%
-14,325
-0.06%
2.66%
Current price: $253.44 55.90% AVG reported price*: $162.57
50 of 75

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.