FDS
FACTSET RESEARCH SYSTEMS INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $396 | $254 | -36% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $396 | $254 | -36% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $396 | $254 | -36% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $396 | $254 | -36% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $396 | $254 | -36% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 6× in & out | Q4 2025 | Q2 2026 | → $212 | -23% |
| Point72 Asset Management 3× in & out | Q1 2026 | Q2 2026 | → $213 | +12% |
| Maverick Capital | Q4 2021 | Q3 2022 | → $427 | -3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FACTSET RESEARCH SYSTEMS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-030690May 5, 2026
- Form 40001628280-26-008561Feb 17, 2026
- Form 40001628280-26-002733Jan 20, 2026
- Form 40001628280-26-002731Jan 20, 2026
- Form 40001628280-26-002728Jan 20, 2026
- Form 40001628280-26-002726Jan 20, 2026
- Form 40001628280-26-002724Jan 20, 2026
- Form 40001628280-26-002722Jan 20, 2026
- Form 40001628280-26-002720Jan 20, 2026
- Form 40001628280-26-002718Jan 20, 2026
- Form 40001628280-26-002716Jan 20, 2026
- Form 40001628280-26-002058Jan 14, 2026
- Form 40001628280-26-001839Jan 12, 2026
- Form 40001628280-26-001409Jan 8, 2026
- Form 40001628280-25-055051Dec 3, 2025
Fundamentals
XBRL · FACTSET RESEARCH SYSTEMS INC.Annual figures sourced directly from FACTSET RESEARCH SYSTEMS INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FACTSET RESEARCH SYSTEMS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KApr 8, 2026
- 10-QQuarterly reportApr 2, 2026
- 8-KMaterial eventMar 31, 2026
- 8-KMaterial eventMar 4, 2026
- 10-QQuarterly reportJan 5, 2026
- 8-KMaterial eventDec 22, 2025
- 8-KMaterial eventDec 18, 2025
- DEF 14AProxy statementOct 27, 2025
- 10-KAnnual reportOct 22, 2025
- 8-KMaterial eventSep 18, 2025
- 10-QQuarterly reportJul 3, 2025
- 8-KMaterial eventJun 23, 2025
- 8-KFORM 8-KJun 3, 2025
- 8-KMaterial eventApr 8, 2025
- 10-QQuarterly reportApr 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $189 | $213 | +12% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $274 | $212 | -23% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $370 | $271 | -27% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $449 | $463 | +3% |
| Citadel Advisors | Q3 2024 | open | $396 | $224 | -43% |
| Two Sigma Investments | Q3 2024 | open | $396 | $224 | -43% |
| D.E. Shaw | Q3 2024 | open | $396 | $224 | -43% |
| AQR Capital Management | Q3 2024 | open | $396 | $224 | -43% |
| Millennium Management | Q3 2024 | open | $396 | $224 | -43% |
| Maverick Capital | Q4 2021 | Q3 2022 | $440 | $427 | -3% |
| Bridgewater Associates | Q3 2019 | Q3 2021 | $260 | $349 | +34% |
| Bridgewater Associates | Q2 2018 | Q2 2019 | $180 | $257 | +42% |
| Bridgewater Associates | Q3 2016 | Q4 2017 | $156 | $179 | +15% |
| Bridgewater Associates | Q4 2015 | Q2 2016 | $155 | $135 | -13% |
| Bridgewater Associates | Q2 2015 | Q3 2015 | $146 | $150 | +3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.