What smart money is saying about FactSet Research Systems Inc.
5 funds in our archive have pitched FactSet Research Systems Inc. — most recently Ariel Focused Value in March 2026.
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
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Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in FactSet Research Systems Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 3 |
| Q4 2025 | 0 | 0 | 0 | 2 |
Fund activity · 1 position
- HoldsBrown Advisory Global Value Select StrategyJune 2026
Listed in Brown Advisory Global Value Select Strategy’s reported holdings.
Read the letterFactSet Research Systems Inc.
Also mentioned · 2
These funds discuss FactSet Research Systems Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedArtisan Partners Global Value FundJune 2026
“We have also passed on many other businesses, such as Adobe, Salesforce, Wolters Kluwer and FactSet.”
Read the letterFactSet Research Systems Inc. - MentionedArtisan Partners Select Equity StrategyJune 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Read the letterFactSet Research Systems Inc.
Fund coverage · 5 theses
- Ariel Focused ValueMarch 2026
FactSet Research Systems Inc. is an embedded financial data and analytics provider with high switching costs and recurring revenues poised to benefit from AI-driven efficiencies.
Read the full thesis - Baron Partners FundMarch 2026
FactSet is a financial data and workflow provider with sticky customers, strong free cash flow, and AI-enabled product opportunities.
Read the full thesis - Baron Focused Growth FundMarch 2026
FactSet Research Systems Inc. is a growth business whose insider buying and valuation reinforce the fund’s conviction.
Read the full thesis - Baron Partners FundDecember 2025
FactSet Research Systems Inc. is a leading financial data and software provider with sticky customers, a large TAM, strong cash generation, and a capable new CEO focused on accelerating growth and AI-enhanced product development.
Read the full thesis - Ariel Small Cap ValueDecember 2025
FactSet Research Systems, Inc. provides deeply embedded financial data with high switching costs and scalable datasets, with AI concerns seen as overblown and efficiency gains ahead.
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