What smart money is saying about FactSet Research Systems Inc.
7 funds in our archive have pitched FactSet Research Systems Inc. — most recently Baron Partners Fund in June 2026.
FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.
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Position history
Between Q4 2025 and Q3 2026, 8 fund letters reported a position in FactSet Research Systems Inc. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 7 | 1 | 1 | 2 |
| Q1 2026 | 0 | 0 | 0 | 3 |
| Q4 2025 | 0 | 0 | 0 | 2 |
Fund activity · 8 positions · 2 moves
- HoldsCapital Management Focus NewsletterAugust 2026
“A component of CMC’s Dividend Appreciation, Growth & Income, SMID, Alpha and All-Cap Growth strategies, Factset Research Systems (FDS) provides software to the asset management industry.”
FactSet Research Systems Inc. - June 2026
Listed in Brown Advisory Global Value Select Strategy’s reported holdings.
FactSet Research Systems Inc. - TrimmedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“FactSet Research Systems (FDS) is a financial data and software provider. The stock underperformed along with other Software peers primarily due to AI disruption fears.”
FactSet Research Systems Inc. - June 2026
“As a result, this past quarter we began to see companies allocating capital towards accelerated share repurchases such as at Verisk Analytics, Inc. and Birkenstock Holding plc with others accelerating their public market quarterly share repurchases such as at Las Vegas Sands Corporation , Gartner, Inc. , FactSet Research Systems Inc. , Morningstar, Inc. , and Arch Capital Group Ltd . When we see these purchases, it gives us further confidence in our investment theses for these growth businesses and reinforces our belief that valuations remain attractive. As a result, during the quarter we increased our positions in many of these stocks.”
FactSet Research Systems Inc. - HoldsBaron Partners FundJune 2026
“FactSet Research Systems Inc. is a leading provider of financial data, analytics, and technology solutions to investment professionals globally. The shares came under pressure as investors continued to discount the business for perceived AI disruption risk. We believe the market significantly understates FactSet's positioning as AI becomes more deeply embedded in financial workflows, and in our view, FactSet is becoming critical AI infrastructure for the industry. FactSet has grown its organic annual subscription value 7% over the past year. CEO Sanoke Viswanathan noted on the most recent earnings call that momentum has continued. AI drove meaningful client expansions, with a top 10 bank doubling its data subscriptions. The company also announced a strategic partnership with Google Cloud to embed Gemini AI models into its workstation. FactSet now trades at a 52% discount to its 10-year average multiple and a 68% discount to its 5-year peak multiple.”
FactSet Research Systems Inc. - June 2026
Listed in Baron First Principles ETF’s reported holdings.
FactSet Research Systems Inc. - HoldsBaron Partners FundJune 2026
“FactSet Research Systems Inc. is a leading provider of financial data, analytics, and technology solutions to investment professionals globally. The shares came under pressure as investors continued to discount the business for perceived AI disruption risk. We believe the market significantly understates FactSet's positioning as AI becomes more deeply embedded in financial workflows, and in our view, FactSet is becoming critical AI infrastructure for the industry. FactSet has grown its organic annual subscription value 7% over the past year.”
FactSet Research Systems Inc. - HoldsBaron CapitalJune 2026
“FactSet Research Systems Inc. is a leading provider of financial data, analytics, and technology solutions to investment professionals globally.”
FactSet 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.”
FactSet Research Systems Inc. - June 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
FactSet Research Systems Inc.
Fund coverage · 7 theses
- Baron Partners FundJune 2026
FactSet Research Systems Inc. provides financial data and analytics, and the thesis centers on its role as AI infrastructure, subscription growth, partnerships, and valuation.
Read the full thesis - JAG Capital Management Small Mid Cap Growth StrategyJune 2026
FactSet Research Systems provides financial data and software and is pursuing AI-driven monetization opportunities.
Read the full thesis - 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 - 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.
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.
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