Stocks › FDS
FACTSET RESEARCH SYSTEMS INC
FDS·NYSE·
United States·USD
United States·USD$272.78
+0.77 (+0.28%)
Close · Oct 7, 2026 · Close Prices from Tiingo.com
FDS
FACTSET RESEARCH SYSTEMS INC · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
FDSS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of FDS by members of U.S. Congress · 84 on record · 39 in the last 12 months
Whale Activity
Position changes in FDS reported for 2026-06-30 by 10 tracked institutional filers
- Increased3
- New1
- Held0
- Decreased4
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 2.9M | $657.7M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $547.5M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $409.8M | decreased |
| LOOMIS SAYLES & CO L P | 1.4M | $331.1M | — |
| MILLENNIUM MANAGEMENT LLC | 134.0K | $30.8M | increased |
| TWO SIGMA INVESTMENTS, LP | 86.5K | $19.9M | decreased |
| D. E. Shaw & Co., Inc. | 35.9K | $8.3M | increased |
| Bridgewater Associates, LP | 34.5K | $7.9M | new |
| CITADEL ADVISORS LLC | 15.7K | $3.6M | decreased |
| Caitlin John, LLC | 3,865 | $889K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by FDS insiders, by quarter · Form 4
Recent Insider Transactions
1,690 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Warren JoshuaEVP, Chief Financial Officer | Grant / award | +2,272 | $0.00 | $0 | May 1, 2026 | Form 4 ↗ |
| Moskoff Gregory TMD,Controller and CAO | Tax withholding | −3 | $222.62 | $668 | Feb 3, 2026 | Form 4 ↗ |
| Moskoff Gregory TMD,Controller and CAO | Tax withholding | −4 | $254.36 | $1K | Feb 1, 2026 | Form 4 ↗ |
| HYLTON LAURIE GDirector | Grant / award | +439 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Shavel LeeDirector | Grant / award | +571 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Wiesel Shlomo ElishaDirector | Grant / award | +571 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Choy Siew KaiDirector | Grant / award | +439 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Tejada Maria TeresaDirector | Grant / award | +439 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Eilam BarakDirector | Grant / award | +439 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| ABRAMS ROBIN ANNDirector | Grant / award | +604 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| SIEGEL LAURIEDirector | Grant / award | +626 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Frank MalcolmDirector | Grant / award | +713 | $0.00 | $0 | Jan 15, 2026 | Form 4 ↗ |
| Frank MalcolmDirector | Sale | −1,527 | $296.17 | $452K | Jan 12, 2026 | Form 4 ↗ |
| Frank MalcolmDirector | Sale | −1,045 | $295.02 | $308K | Jan 12, 2026 | Form 4 ↗ |
| Frank MalcolmDirector | Option exercise | +2,572 | $207.88 | $535K | Jan 12, 2026 | Form 4 ↗ |
| SIEGEL LAURIEDirector | Sale | −588 | $296.67 | $174K | Jan 8, 2026 | Form 4 ↗ |
| SIEGEL LAURIEDirector | Sale | −1,984 | $296.12 | $588K | Jan 8, 2026 | Form 4 ↗ |
| SIEGEL LAURIEDirector | Option exercise | +2,572 | $207.88 | $535K | Jan 8, 2026 | Form 4 ↗ |
| ABRAMS ROBIN ANNDirector | Option exercise | +2,572 | $207.88 | $535K | Jan 7, 2026 | Form 4 ↗ |
| McLoughlin ChristopherChief Legal Officer | Tax withholding | −731 | $278.28 | $203K | Dec 2, 2025 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding FDS · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Baron Partners Fund BARON SELECT FUNDS | 2.1M | $494.5M | 2.74% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $266.1M | 0.01% | Jun 30, 2026 |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 943.0K | $217.0M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 748.3K | $197.0M | 0.20% | Jul 31, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 835.4K | $192.2M | 0.10% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 675.0K | $165.7M | 1.50% | May 31, 2026 |
| Baron Focused Growth Fund BARON SELECT FUNDS | 689.6K | $158.7M | 2.82% | Jun 30, 2026 |
| Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 598.1K | $137.6M | 6.53% | Jun 30, 2026 |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 474.8K | $116.5M | 0.01% | May 31, 2026 |
| iShares Core S&P 500 ETF iShares Trust | 500.9K | $115.2M | 0.01% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list FDS's shares (CUSIP 303075105), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Baron Partners FundSCHEDULE 13G/A · passive (13G) · 2.1M shares6.0%
Aug 14, 2026 · ↗ - Ronald BaronSCHEDULE 13G/A · passive (13G) · 4.2M shares11.8%
Aug 14, 2026 · ↗ - Baron Capital Management, Inc.SCHEDULE 13G/A · passive (13G) · 479.4K shares1.4%
Aug 14, 2026 · ↗ - Baron Capital Group, Inc.SCHEDULE 13G/A · passive (13G) · 4.2M shares11.8%
Aug 14, 2026 · ↗ - BAMCO INC /NY/SCHEDULE 13G/A · passive (13G) · 3.7M shares10.5%
Aug 14, 2026 · ↗ - Vanguard Capital ManagementSCHEDULE 13G · passive (13G) · 2.7M shares7.4%
Apr 29, 2026 · ↗ - Morgan StanleySCHEDULE 13G · passive (13G) · 2.2M shares5.7%
Aug 7, 2025 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming factset research systems as client
- FACTSET RESEARCH SYSTEMS, INC.FACTSET RESEARCH SYSTEMS, INC. · 2026 Q2 · FIN$50K
Filing ↗ - VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC)FACTSET RESEARCH SYSTEMS INC. · 2026 Q2 · FIN$50K
Filing ↗ - VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC)FACTSET RESEARCH SYSTEMS INC. · 2026 Q2 · FIN—
Filing ↗ - MINDSET ADVOCACY, LLCFACTSET RESEARCH SYSTEMS INC. · 2026 Q1 · FIN$10K
Filing ↗ - MINDSET ADVOCACY, LLCFACTSET RESEARCH SYSTEMS INC. · 2026 Q1 · FIN$10K
Filing ↗
Government Contracts
Federal awards to factset research systems · USAspending
$3.1MAwarded · 9 contracts on record
- Department of the TreasuryCUSIP ASSIGNMENT SERVICES$198K
Jul 1, 2023 · ↗ - Department of the TreasuryCOMMITTEE ON UNIFORM SECURITY IDENTIFICATION PROCEDURES (CUSIP) ENTERPRISE LICENSE FOR THE OCC CHIEF NATIONAL BANK EXAMINER (CNBE)$38K
Sep 27, 2026 · ↗ - Commodity Futures Trading CommissionFACTSET CUSIP SITE LICENSE$245K
Sep 21, 2023 · ↗ - Department of CommerceOU02-FY26-018-NEW CHIPS PLATFORM MARKET AND FINANCIAL DATABASE$88K
Aug 20, 2026 · ↗ - Department of the TreasuryFACTSET REVERE DATA$50K
Jan 6, 2025 · ↗ - Securities and Exchange CommissionGLOBAL MARKET PRICING DATA SUBSCRIPTION.$1.0M
Sep 1, 2025 · ↗ - Department of the TreasuryFACTSET PREMIUM WORKSTATIONS FOR UP TO 7 USERS.$409K
Oct 11, 2023 · ↗ - Department of the TreasuryFACTSET CORPORATE BOND INDENTIFIERS LICENSE CUSIP$301K
Sep 27, 2023 · ↗
U.S. Patents
Recent USPTO applications naming FACTSET RESEARCH SYSTEMS INC
No USPTO patent applications found for FACTSET RESEARCH SYSTEMS INC.
Annual Financials
From FDS's 10-K filings · XBRL
No annual XBRL figures on record for FDS. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
- 3-for-2Stock splitFeb 7, 2005
- 2-for-1Stock splitFeb 7, 2000
- 3-for-2Stock splitFeb 8, 1999
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 2.02, 5.03, 9.01Results of operations · Bylaw amendmentSep 30, 2026
EDGAR ↗ - 8-K · Items 5.02, 9.01Officer / director changeSep 25, 2026
EDGAR ↗ - 8-K · Items 1.01, 2.03, 9.01Material agreement · Direct financial obligationAug 31, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJul 1, 2026
EDGAR ↗
About FACTSET RESEARCH SYSTEMS INC
From SEC EDGAR company records
Industry (SIC 7370)Services-Computer Programming, Data Processing, Etc.
SectorTechnology
HeadquartersNORWALK, CT
IncorporatedDE
SEC CIK0001013237 ↗