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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

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
DEFA14A
10-K
8-K 2.02,5.03,9.01
8-K 5.02,9.01
8-K 1.01,2.03,9.01
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
8-K 5.02,9.01
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
8-K 5.02,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
10-Q
8-K 5.02,5.03,5.07,9.01
8-K 2.02,9.01

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

Ownership over time

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