FactSet Research Systems Inc (FDS) shareholders
FDSNYSEServices-Computer Programming, Data Processing, Etc.Fiscal year ends August 31
Financials through Q4 FY2026, quarter ended Aug 31, 2026Last filing: 10-K on Oct 20, 2026Score 17/3021% below fair value
$332.69+0.98 (+0.30%)
Close on Nov 13, 2026Market cap $11.73BP/E 22.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
40M of 35M shares
Institutional holders
764
141 new, 91 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $1.52M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Baron Capital Group, Inc. Joint filing with Ronald Baron (11.81%), Bamco Inc /Ny/ (10.46%) and 1 more | 4,200,856 | 11.81% | 13G (passive) amendment | Jun 30, 2026 |
| Ronald Baron Joint filing with Baron Capital Group, Inc. (10.21%), Bamco Inc /Ny/ (9.35%) and 1 more | 3,789,413 | 10.21% | 13G (passive) amendment | Feb 28, 2026 |
| Vanguard Capital Management | 2,735,013 | 7.37% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 2,677,198 | 7.20% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 1,932,533 | 5.10% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FDS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bamco Inc /Ny/ | 4,200,856 | 11.92% | $966.53M | +444,269 | 1.45% |
| BlackRock, Inc. | 2,858,389 | 8.11% | $657.66M | +32,566 | 0.01% |
| Vanguard Capital Management LLC | 2,379,691 | 6.75% | $547.52M | −28,945 | 0.01% |
| State Street Corp | 1,873,867 | 5.32% | $431.14M | −24,534 | 0.01% |
| Vanguard Portfolio Management LLC | 1,781,324 | 5.05% | $409.85M | −25,368 | 0.02% |
| Aqr Capital Management LLC | 1,675,700 | 4.75% | $385.55M | +1,368,158 | 0.13% |
| Loomis Sayles & Co L P | 1,439,274 | 4.08% | $331.15M | −38,754 | 0.42% |
| Geode Capital Management, LLC | 1,380,700 | 3.92% | $317.27M | +238,365 | 0.02% |
| Ninety One UK Ltd | 1,189,240 | 3.37% | $273.62M | −5,756 | 0.61% |
| Morgan Stanley | 1,100,714 | 3.12% | $253.25M | +50,394 | 0.01% |
| Invesco Ltd. | 954,411 | 2.71% | $219.59M | −117,252 | 0.02% |
| Bank Of America Corp /De/ | 765,564 | 2.17% | $176.14M | −77,151 | 0.01% |
| ProShare Advisors LLC | 681,037 | 1.93% | $156.69M | +85,035 | 0.23% |
| Arrowstreet Capital, Limited Partnership | 601,136 | 1.71% | $138.31M | +223,210 | 0.06% |
| Goldman Sachs Group Inc | 600,225 | 1.70% | $138.10M | +57,402 | 0.01% |
| Charles Schwab Investment Management Inc | 504,351 | 1.43% | $116.04M | +31,221 | 0.02% |
| UBS Group AG | 407,914 | 1.16% | $93.85M | +44,099 | 0.01% |
| Marshall Wace, Llp | 403,312 | 1.14% | $92.79M | −387,517 | 0.07% |
| Wells Fargo & Company/Mn | 369,718 | 1.05% | $85.06M | −323,513 | 0.01% |
| Northern Trust Corp | 362,277 | 1.03% | $83.35M | +15,109 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 764 | 40M | 100.0% | 141 / 273 | 244 / 91 | 6M | 4M |
| Q1 2026 | 723 | 38M | 100.0% | 104 / 267 | 258 / 166 | 11M | 5M |
| Q4 2025 | 796 | 37M | 100.0% | 169 / 251 | 280 / 128 | 7M | 9M |
| Q3 2025 | 773 | 38M | 100.0% | 98 / 275 | 275 / 151 | 5M | 2M |
| Q2 2025 | 836 | 36M | 100.0% | 97 / 291 | 284 / 81 | 2M | 2M |
| Q1 2025 | 828 | 36M | 100.0% | 86 / 274 | 299 / 90 | 2M | 2M |
| Q4 2024 | 846 | 36M | 100.0% | 98 / 269 | 298 / 73 | 2M | 2M |
| Q3 2024 | 831 | 36M | 100.0% | 97 / 279 | 300 / 63 | 5M | 1M |
| Q2 2024 | 805 | 36M | 100.0% | 94 / 292 | 268 / 61 | 2M | 4M |
| Q1 2024 | 780 | 38M | 100.0% | 69 / 288 | 255 / 59 | 3M | 1M |
| Q4 2023 | 774 | 37M | 100.0% | 102 / 250 | 277 / 49 | 3M | 1M |
| Q3 2023 | 732 | 35M | 98.2% | 61 / 252 | 250 / 60 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
558 funds held FDS in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FDS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Partners Fund | 2,149,040 | 6.10% | $494.45M | 2.74% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,156,737 | 3.28% | $266.14M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 942,969 | 2.67% | $216.96M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 835,442 | 2.37% | $192.22M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 748,295 | 2.12% | $196.95M | 0.20% | Jul 31, 2026 |
| Baron Focused Growth Fund | 689,600 | 1.96% | $158.66M | 2.82% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 675,004 | 1.91% | $165.69M | 1.50% | May 31, 2026 |
| Baron Generational Growth Fund | 598,113 | 1.70% | $137.61M | 6.53% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 500,885 | 1.42% | $115.24M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 480,233 | 1.36% | $110.49M | 0.24% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 474,759 | 1.35% | $116.54M | 0.01% | May 31, 2026 |
| Loomis Sayles Growth Fund | 374,483 | 1.06% | $86.16M | 0.53% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 344,499 | 0.98% | $79.26M | 0.37% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 341,059 | 0.97% | $78.47M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 287,910 | 0.82% | $66.24M | 0.52% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sanoke Viswanathan | Chief Executive Officer, Director | 50,267 | 0.14% | Sep 24, 2026 |
| Frederick Philip Snow | Former CEO and Director | 16,686 | 0.05% | Oct 7, 2025 |
| Dinaz Hirji | Chief People Officer | – | – | Nov 4, 2026 |
| Christopher McLoughlin | Chief Legal Officer | 2,773 | 0.01% | Nov 4, 2026 |
| Joshua Warren | EVP, Chief Financial Officer | 2,273 | 0.01% | Nov 4, 2026 |
| Gregory T. Moskoff | MD,Controller and CAO | 277 | 0.00% | Nov 4, 2026 |
| Christopher R. Ellis | EVP, Initiatives & P'ships | 24,694 | 0.07% | Oct 14, 2026 |
| Katherine M. Stepp | EVP, Chief AI Officer | 808 | 0.00% | Oct 13, 2026 |
| John Costigan | EVP, Co-Head of Product | 4,490 | 0.01% | Oct 13, 2026 |
| Goran Skoko | EVP, Chief Revenue Officer | 9,215 | 0.03% | Oct 13, 2026 |
| Kristina W. Karnovsky | EVP, Co-Head of Product | 2,538 | 0.01% | Oct 13, 2026 |
| Robert J. Robie | EVP, Institutional Buyside | 2,555 | 0.01% | Nov 5, 2025 |
| Helen L. Shan | EVP, Chief Financial Officer | 9,735 | 0.03% | Nov 5, 2025 |
| Catrina Harding | Chief People Officer | 458 | 0.00% | Nov 5, 2025 |
| Robin Ann Abrams | Director | 15,115 | 0.04% | Oct 19, 2026 |
| Marcel Prins | Director | – | – | Sep 30, 2026 |
| Maria Teresa Tejada | Director | 1,415 | 0.00% | Jan 20, 2026 |
| Malcolm Frank | Director | 1,592 | 0.00% | Jan 20, 2026 |
| Shlomo Elisha Wiesel | Director | 1,141 | 0.00% | Jan 20, 2026 |
| Laurie Siegel | Director | 1,663 | 0.00% | Jan 20, 2026 |
| Barak Eilam | Director | 724 | 0.00% | Jan 20, 2026 |
| Lee Shavel | Director | 1,587 | 0.00% | Jan 20, 2026 |
| Laurie G. Hylton | Director | 848 | 0.00% | Jan 20, 2026 |
| Siew Kai Choy | Director | 1,442 | 0.00% | Jan 20, 2026 |
| James J. McGonigle | Director | 13,653 | 0.04% | Jul 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2026 | Tax withholding | −45 | $329.57 | $14.83K | 277 |
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2026 | Option exercise | +97 | – | – | 322 |
| Robin Ann Abrams Director | Oct 15, 2026 | Gift | −125 | – | – | 15,115 |
| Robin Ann Abrams Director | Oct 15, 2026 | Gift | −125 | – | – | 15,240 |
| Robin Ann Abrams Director | Oct 15, 2026 | Gift | −125 | – | – | 15,365 |
| Sanoke Viswanathan Chief Executive Officer, Director | Sep 22, 2026 | Tax withholding | −8,065 | $276.42 | $2.23M | 50,267 |
| Gregory T. Moskoff MD,Controller and CAO | Aug 31, 2026 | Other | +18.165 | $230.22 | $4.18K | 225 |
| Joshua Warren EVP, Chief Financial Officer | Aug 31, 2026 | Other | +0.835 | $230.22 | $192 | 2,273 |
| Christopher McLoughlin Chief Legal Officer | Aug 31, 2026 | Other | +26.297 | $230.22 | $6.05K | 2,773 |
| Gregory T. Moskoff MD,Controller and CAO | Jun 18, 2026 | Other | +0.419 | $221.29 | $93 | 206 |
| Christopher McLoughlin Chief Legal Officer | Jun 18, 2026 | Other | +0.144 | $221.29 | $32 | 2,747 |
| Gregory T. Moskoff MD,Controller and CAO | May 29, 2026 | Other | +19.174 | $186.95 | $3.58K | 206 |
| Christopher McLoughlin Chief Legal Officer | May 29, 2026 | Other | +32.358 | $186.95 | $6.05K | 2,747 |
| Joshua Warren EVP, Chief Financial Officer | May 1, 2026 | Award | +2,272 | – | – | 2,272 |
| Christopher R. Ellis EVP, Initiatives & P'ships | Mar 19, 2026 | Other | +15.726 | $208.84 | $3.28K | 24,244 |
| Gregory T. Moskoff MD,Controller and CAO | Mar 19, 2026 | Other | +0.318 | $208.84 | $66 | 187 |
| John Costigan EVP, Co-Head of Product | Mar 19, 2026 | Other | +1.729 | $208.84 | $361 | 4,490 |
| Kristina W. Karnovsky EVP, Co-Head of Product | Mar 19, 2026 | Other | +0.862 | $208.84 | $180 | 2,538 |
| Goran Skoko EVP, Chief Revenue Officer | Mar 19, 2026 | Other | +9.855 | $208.84 | $2.06K | 9,215 |
| Gregory T. Moskoff MD,Controller and CAO | Feb 27, 2026 | Other | +3.242 | $184.29 | $597 | 186 |
| John Costigan EVP, Co-Head of Product | Feb 27, 2026 | Other | +7.305 | $184.29 | $1.35K | 4,488 |
| Gregory T. Moskoff MD,Controller and CAO | Feb 3, 2026 | Tax withholding | −3 | $222.62 | $668 | 183 |
| Gregory T. Moskoff MD,Controller and CAO | Feb 1, 2026 | Tax withholding | −4 | $254.36 | $1.02K | 186 |
| Robin Ann Abrams Director | Jan 15, 2026 | Award | +604 | – | – | 15,490 |
| Shlomo Elisha Wiesel Director | Jan 15, 2026 | Award | +571 | – | – | 1,141 |
| Malcolm Frank Director | Jan 15, 2026 | Award | +713 | – | – | 1,592 |
| Laurie G. Hylton Director | Jan 15, 2026 | Award | +439 | – | – | 848 |
| Siew Kai Choy Director | Jan 15, 2026 | Award | +439 | – | – | 1,442 |
| Maria Teresa Tejada Director | Jan 15, 2026 | Award | +439 | – | – | 1,415 |
| Lee Shavel Director | Jan 15, 2026 | Award | +571 | – | – | 1,587 |
| Laurie Siegel Director | Jan 15, 2026 | Award | +626 | – | – | 1,663 |
| Barak Eilam Director | Jan 15, 2026 | Award | +439 | – | – | 724 |
| Malcolm Frank Director | Jan 12, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 3,451 |
| Malcolm Frank Director | Jan 12, 2026 | Sale | −1,527 | $296.17 | $452.25K | 879 |
| Malcolm Frank Director | Jan 12, 2026 | Sale | −1,045 | $295.02 | $308.30K | 2,406 |
| Laurie Siegel Director | Jan 8, 2026 | Sale | −588 | $296.67 | $174.44K | 1,037 |
| Laurie Siegel Director | Jan 8, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 3,609 |
| Laurie Siegel Director | Jan 8, 2026 | Sale | −1,984 | $296.12 | $587.50K | 1,625 |
| Robin Ann Abrams Director | Jan 7, 2026 | Option exercise | +2,572 | $207.88 | $534.67K | 14,886 |
| Christopher R. Ellis EVP, Initiatives & P'ships | Dec 18, 2025 | Other | +11.965 | $273.39 | $3.27K | 24,229 |
| Gregory T. Moskoff MD,Controller and CAO | Dec 18, 2025 | Other | +0.229 | $273.39 | $63 | 183 |
| John Costigan EVP, Co-Head of Product | Dec 18, 2025 | Other | +1.286 | $273.39 | $352 | 4,481 |
| Kristina W. Karnovsky EVP, Co-Head of Product | Dec 18, 2025 | Other | +0.656 | $273.39 | $179 | 2,537 |
| Katherine M. Stepp EVP, Chief AI Officer | Dec 18, 2025 | Other | +0.001 | $273.39 | $0 | 808 |
| Goran Skoko EVP, Chief Revenue Officer | Dec 18, 2025 | Other | +7.067 | $273.39 | $1.93K | 9,205 |
| Christopher McLoughlin Chief Legal Officer | Dec 2, 2025 | Tax withholding | −731 | $278.28 | $203.42K | 2,715 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 6, 2025 | Buy | +500 | $252.93 | $126.47K | 9,192 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 3, 2025 | Award | +3,915 | – | – | 8,692 |
| John Costigan Chief Data Officer | Nov 3, 2025 | Award | +3,915 | – | – | 4,479 |
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2025 | Tax withholding | −89 | $266.80 | $23.75K | 170 |
| Gregory T. Moskoff MD,Controller and CAO | Nov 1, 2025 | Option exercise | +190 | – | – | 259 |
| Helen L. Shan EVP, Chief Financial Officer | Nov 1, 2025 | Tax withholding | −558 | $266.80 | $148.87K | 9,735 |
| Helen L. Shan EVP, Chief Financial Officer | Nov 1, 2025 | Option exercise | +1,009 | – | – | 10,293 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 1, 2025 | Option exercise | +612 | – | – | 5,066 |
| Goran Skoko EVP, Chief Revenue Officer | Nov 1, 2025 | Tax withholding | −289 | $266.80 | $77.11K | 4,777 |
| John Costigan Chief Data Officer | Nov 1, 2025 | Tax withholding | −122 | $266.80 | $32.55K | 564 |
| John Costigan Chief Data Officer | Nov 1, 2025 | Option exercise | +367 | – | – | 686 |
| Kristina W. Karnovsky EVP, Dealmakers & Wealth | Nov 1, 2025 | Option exercise | +505 | – | – | 2,787 |
| Kristina W. Karnovsky EVP, Dealmakers & Wealth | Nov 1, 2025 | Tax withholding | −252 | $266.80 | $67.23K | 2,535 |
| Katherine M. Stepp Chief Technology Officer (CTO) | Nov 1, 2025 | Tax withholding | −171 | $266.80 | $45.62K | 808 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
11.00%
4M shares short
Days to cover
5.7
At 1M shares a day
Change since last report
+1.8%
From 4M shares
Short volume, 20 days
62.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of FactSet Research Systems's stock actually held short. Settlement fails (shares not delivered on time) peaked at 38,594 shares on Sep 30, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Malcolm Frank Director | Jan 12, 2026 | 2,572 | $757.33K | Jan 12, 2026 | STOCK OPTION EXERCISE AND SALE |
| Laurie Siegel Director | Jan 8, 2026 | 2,572 | $736.52K | Jan 8, 2026 | Option exercise and sell |
| James J. McGonigle Director | Jul 14, 2025 | 2,925 | $1.32M | Jul 14, 2025 | Stock option exercise and sale |
| Gregory T. Moskoff Officer, MD,Controller and CAO | Jul 9, 2025 | 2,500 | $1.11M | Jul 9, 2025 | Option exercise and sell |
| Christopher R. Ellis Officer, EVP, Initiatives & P'ships | Jul 8, 2025 | 7,606 | $3.40M | Jul 8, 2025 | Option exercise and sell |
| Frederick Philip Snow Officer | Jul 1, 2025 | 3,000 | $1.34M | Jul 1, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Jun 2, 2025 | 3,000 | $1.29M | Jun 2, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Jun 2, 2025 | 3,000 | $1.36M | Jun 2, 2025 | Stock OptionsExercise |
| Frederick Philip Snow Officer | May 1, 2025 | 3,000 | $1.29M | May 1, 2025 | Stock Options Exercise |
| Frederick Philip Snow Officer | Apr 1, 2025 | 3,000 | $1.36M | Apr 1, 2025 | Stock Options Exercise |
| Gregory T. Moskoff Officer, MD CONTROLLER AND CAO | Mar 24, 2025 | 363 | $158.30K | Mar 24, 2025 | EMPLOYEE STOCK PURCHASE PLAN |
| Katherine M. Stepp Officer, Chief Technology Officer (CTO) | Mar 21, 2025 | 1,725 | $749.00K | Mar 21, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Mar 3, 2025 | 3,000 | $1.39M | Mar 3, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Feb 3, 2025 | 3,000 | $1.41M | Feb 3, 2025 | Stock Option Exercise |
| Frederick Philip Snow Officer | Jan 2, 2025 | 3,000 | $1.45M | Jan 2, 2025 | Stock Option Exercise |
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