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FDS FactSet

Financials, filed as FACTSET RESH SYS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 1 Owner
  • Max 2.6%
  • $15M
  • 1 add

In 2026 Q3 Ryan Packard added to FactSet.

Who owns this now

Largest portfolio weights among holders, up to 2.6% (Ryan Packard, Hiddenite Capital Partners). Not free-float ownership.

  1. Ryan Packard Add 2.6%

Who owns FDS

Sorted by value, long equity only, as of 2026 Q3.

History
Ryan Packard, Hiddenite Capital Partners 2.6%, was 1.0% Add +1.9% 54,000 $15M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FDS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FDS insider trades
  • $126K bought by 1 insider
  • $1.5M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Malcolm Frank Director
    Sale
    $761K 2,572 shares at $295.70 75% of stake
    Traded Jan 12 Filed Jan 14
    ↗
  2. Laurie Siegel Director
    Sale
    $762K 2,572 shares at $296.25 71% of stake
    Traded Jan 8 Filed Jan 12
    ↗
  3. Goran Skoko EVP, Chief Revenue Officer
    Buy
    $126K 500 shares at $252.93 +5.8% to stake
    Traded Nov 6, 2025 Filed Nov 10, 2025
    ↗
  4. Helen L. Shan CFO
    Buy
    $102K 370 shares at $275.48 +4.2% to stake
    Traded Oct 6, 2025 Filed Oct 8, 2025
    ↗
  5. Barak Eilam Director
    Sale
    $283 1 share at $283.21 0.3% of stake
    Traded Oct 3, 2025 Filed Oct 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 12 stock grants, 12 share withholdings for taxes, 11 option exercises, and 3 gifts.

Congress

6 members of Congress traded FDS in the last three years: 6 buys and 11 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K May 15 filed Jun 8
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 13 filed Apr 7
  3. Shelley Moore Capito R-WVSpouse Sell $1K–$15K Mar 31 filed Apr 4
  4. Shelley Moore Capito R-WVSpouse Partial sale $1K–$15K Mar 26 filed Apr 4
  5. Shelley Moore Capito R-WVSpouse Partial sale $1K–$15K Mar 25 filed Apr 4
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,5.03,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 5.02,5.03,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.09B $2.2B $2.32B $2.48B
Net income $468.17M $537.13M $597.04M $533.48M
Net margin * 22.4% 24.4% 25.7% 21.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $770.14M $835.85M $729.76M $651.89M
Total non-current assets * $3.19B $3.22B $3.57B $3.49B
Total assets $3.96B $4.06B $4.3B $4.14B
Total current liabilities $0.484B $0.667B $0.521B $1.09B
Total non-current liabilities * $1.86B $1.48B $1.6B $1.05B
Total equity $1.62B $1.91B $2.19B $2B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $645.57M $700.34M $726.26M $822.2M
Cash from investing -$95.39M -$144.32M -$392.77M -$132.5M
Cash from financing -$632.02M -$560.85M -$407.82M -$799.45M
Net change in cash -$77.83M -$2.46M -$71.28M -$112.06M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.