FactSet Research Systems (FDS)
FactSet Research Systems on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as services-computer programming, data processing, etc..
3.8M
Short interest
settlement 2026-10-15
5.2
Days to cover
+1.3 days vs prior
60.5%
Short share of volume
2026-10-28
38,594
Fails to deliver
settlement 2026-09-30
Thu 17 Dec
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-10-28.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in FDS is 3,794,022 shares, down 50,493 shares over the last month. Over the last 48 readings it ranged from 1,328,414 shares (30 June 2025) to 5,759,069 shares (15 May 2026). At the reported average volume of 726K shares a day that is 5.2 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/fds" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 3,794,022 | +19.3% | 726,468 | 5.22 |
| 2026-09-30 | 3,179,609 | -17.3% | 812,539 | 3.91 |
| 2026-09-15 | 3,844,515 | -14.1% | 972,394 | 3.95 |
| 2026-08-31 | 4,473,101 | +24.4% | 847,539 | 5.28 |
| 2026-08-14 | 3,594,250 | -9.2% | 749,864 | 4.79 |
| 2026-07-31 | 3,958,908 | -21.2% | 1,021,001 | 3.88 |
| 2026-07-15 | 5,024,927 | -5.1% | 989,844 | 5.08 |
| 2026-06-30 | 5,297,039 | -1.2% | 1,058,940 | 5.00 |
| 2026-06-15 | 5,362,886 | -6.8% | 1,008,800 | 5.32 |
| 2026-05-29 | 5,753,765 | -0.1% | 803,293 | 7.16 |
| 2026-05-15 | 5,759,069 | +14.4% | 926,632 | 6.22 |
| 2026-04-30 | 5,035,295 | +5.4% | 773,865 | 6.51 |
| 2026-04-15 | 4,778,159 | +34.5% | 1,139,169 | 4.19 |
| 2026-03-31 | 3,552,154 | +5.6% | 1,081,984 | 3.28 |
| 2026-03-13 | 3,364,054 | -7.3% | 881,783 | 3.82 |
| 2026-02-27 | 3,628,551 | +8.5% | 1,179,897 | 3.08 |
| 2026-02-13 | 3,345,204 | +45.5% | 1,594,725 | 2.10 |
| 2026-01-30 | 2,299,198 | +27.6% | 683,299 | 3.36 |
| 2026-01-15 | 1,801,249 | +6.9% | 512,411 | 3.52 |
| 2025-12-31 | 1,684,994 | -5.6% | 831,135 | 2.03 |
| 2025-12-15 | 1,785,631 | -34.9% | 743,906 | 2.40 |
| 2025-11-28 | 2,743,525 | +3.6% | 1,051,276 | 2.61 |
| 2025-11-14 | 2,648,595 | +18.0% | 806,478 | 3.28 |
| 2025-10-31 | 2,245,269 | -3.9% | 863,294 | 2.60 |
| 2025-10-15 | 2,335,894 | +9.0% | 800,908 | 2.92 |
| 2025-09-30 | 2,142,605 | +22.7% | 1,091,357 | 1.96 |
| 2025-09-15 | 1,746,189 | -17.0% | 453,822 | 3.85 |
| 2025-08-29 | 2,103,895 | +0.2% | 455,231 | 4.62 |
| 2025-08-15 | 2,099,876 | +21.0% | 409,250 | 5.13 |
| 2025-07-31 | 1,735,384 | +10.7% | 356,114 | 4.87 |
| 2025-07-15 | 1,567,024 | +18.0% | 262,960 | 5.96 |
| 2025-06-30 | 1,328,414 | -2.6% | 494,783 | 2.68 |
| 2025-06-13 | 1,363,274 | -12.4% | 370,127 | 3.68 |
| 2025-05-30 | 1,555,920 | +8.7% | 328,784 | 4.73 |
| 2025-05-15 | 1,431,328 | +4.5% | 309,279 | 4.63 |
| 2025-04-30 | 1,370,226 | -4.4% | 223,210 | 6.14 |
| 2025-04-15 | 1,432,664 | +3.9% | 390,639 | 3.67 |
| 2025-03-31 | 1,379,039 | -2.0% | 370,927 | 3.72 |
| 2025-03-14 | 1,407,780 | -13.7% | 270,101 | 5.21 |
| 2025-02-28 | 1,631,518 | +4.9% | 206,584 | 7.90 |
| 2025-02-14 | 1,555,793 | +0.0% | 231,515 | 6.72 |
| 2025-01-31 | 1,555,631 | -22.8% | 388,010 | 4.01 |
| 2025-01-15 | 2,014,852 | -3.8% | 296,137 | 6.80 |
| 2024-12-31 | 2,094,201 | -3.2% | 366,944 | 5.71 |
| 2024-12-13 | 2,163,447 | -7.5% | 211,475 | 10.23 |
| 2024-11-29 | 2,339,323 | +12.0% | 232,185 | 10.08 |
| 2024-11-15 | 2,088,394 | -7.0% | 294,141 | 7.10 |
| 2024-10-31 | 2,245,403 | -4.0% | 214,167 | 10.48 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 28 October 2026, the short share of FDS volume is 60.5%, down 6.4 points over the last five sessions. Over the last 30 readings it ranged from 47.3% (26 October 2026) to 81.0% (7 October 2026). The latest reading is 5.2 points below the 30-session average of 65.7%, on 193K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-28 | 117K | 193K | 60.5% | 58 |
| 2026-10-27 | 179K | 306K | 58.7% | 0 |
| 2026-10-26 | 125K | 265K | 47.3% | 0 |
| 2026-10-23 | 140K | 237K | 59.3% | 0 |
| 2026-10-22 | 248K | 382K | 65.0% | 4,372 |
| 2026-10-21 | 130K | 194K | 66.9% | 12 |
| 2026-10-20 | 213K | 297K | 71.7% | 1 |
| 2026-10-19 | 112K | 194K | 57.4% | 8 |
| 2026-10-16 | 161K | 218K | 73.6% | 0 |
| 2026-10-15 | 194K | 323K | 60.1% | 0 |
| 2026-10-14 | 151K | 209K | 72.0% | 0 |
| 2026-10-13 | 124K | 187K | 66.3% | 0 |
| 2026-10-12 | 148K | 209K | 70.6% | 6 |
| 2026-10-09 | 188K | 315K | 59.5% | 0 |
| 2026-10-08 | 241K | 350K | 69.0% | 33 |
| 2026-10-07 | 236K | 291K | 81.0% | 10 |
| 2026-10-06 | 144K | 235K | 61.1% | 0 |
| 2026-10-05 | 165K | 227K | 72.5% | 126 |
| 2026-10-02 | 140K | 231K | 60.5% | 3 |
| 2026-10-01 | 425K | 594K | 71.5% | 328 |
| 2026-09-30 | 424K | 550K | 77.2% | 10 |
| 2026-09-29 | 314K | 463K | 67.9% | 1 |
| 2026-09-28 | 170K | 297K | 57.3% | 608 |
| 2026-09-25 | 105K | 161K | 65.4% | 0 |
| 2026-09-24 | 158K | 274K | 57.5% | 30 |
| 2026-09-23 | 115K | 173K | 66.4% | 0 |
| 2026-09-22 | 170K | 248K | 68.5% | 65 |
| 2026-09-21 | 150K | 213K | 70.3% | 0 |
| 2026-09-18 | 185K | 230K | 80.2% | 0 |
| 2026-09-17 | 121K | 213K | 56.8% | 6 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 30 September 2026, the fails-to-deliver balance in FDS is 38,594 shares, up 28,443 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (10 September 2026) to 244,291 shares (28 July 2026).
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-30 | 38,594 | $259.97 | $10.0M |
| 2026-09-22 | 10,151 | $284.10 | $2.9M |
| 2026-09-21 | 2,166 | $283.83 | $615K |
| 2026-09-16 | 101 | $277.09 | $28K |
| 2026-09-14 | 13 | $259.71 | $3K |
| 2026-09-10 | 1 | $279.17 | $279 |
| 2026-09-04 | 139 | $312.96 | $44K |
| 2026-09-01 | 102 | $313.55 | $32K |
| 2026-08-31 | 202 | $308.98 | $62K |
| 2026-08-28 | 261 | $304.47 | $79K |
| 2026-08-24 | 469 | $299.91 | $141K |
| 2026-08-21 | 442 | $300.06 | $133K |
| 2026-07-29 | 172 | $283.87 | $49K |
| 2026-07-28 | 244,291 | $265.90 | $65.0M |
| 2026-07-24 | 6 | $243.96 | $1K |
| 2026-07-20 | 305 | $258.09 | $79K |
| 2026-07-14 | 121 | $263.11 | $32K |
| 2026-07-02 | 3,534 | $245.55 | $868K |
| 2026-07-01 | 275 | $230.08 | $63K |
| 2026-06-30 | 3,862 | $233.62 | $902K |
| 2026-06-29 | 11 | $231.74 | $3K |
| 2026-06-25 | 186 | $216.45 | $40K |
| 2026-06-24 | 785 | $218.15 | $171K |
| 2026-06-23 | 14 | $218.62 | $3K |
| 2026-06-22 | 100 | $221.29 | $22K |
| 2026-06-18 | 2,055 | $228.30 | $469K |
| 2026-06-16 | 4,570 | $235.86 | $1.1M |
| 2026-06-15 | 570 | $241.16 | $137K |
| 2026-06-08 | 660 | $255.62 | $169K |
| 2026-06-04 | 5 | $253.44 | $1K |
Insider trades
SEC Form 4, newest first. JSONNo open-market insider trades were reported for FDS in the last 90 days. The most recent filings are listed below. Latest filing: ABRAMS ROBIN ANN (Director) on 2026-10-15.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Gift | 125 | $0.00 | $0 | 15K |
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Gift | 125 | $0.00 | $0 | 15K |
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Gift | 125 | $0.00 | $0 | 15K |
| 2026-09-22 | Viswanathan Sanoke | Chief Executive Officer | Tax withholding | 8K | $276.42 | $2.2M | 50K |
| 2026-05-01 | Warren Joshua | EVP, Chief Financial Officer | Grant | 2K | $0.00 | $0 | 2K |
| 2026-02-03 | Moskoff Gregory T | MD,Controller and CAO | Tax withholding | 3 | $222.62 | $668 | 183 |
| 2026-02-01 | Moskoff Gregory T | MD,Controller and CAO | Tax withholding | 4 | $254.36 | $1K | 186 |
| 2026-01-15 | HYLTON LAURIE G | Director | Grant | 439 | $0.00 | $0 | 848 |
| 2026-01-15 | Shavel Lee | Director | Grant | 571 | $0.00 | $0 | 2K |
| 2026-01-15 | Wiesel Shlomo Elisha | Director | Grant | 571 | $0.00 | $0 | 1K |
| 2026-01-15 | Tejada Maria Teresa | Director | Grant | 439 | $0.00 | $0 | 1K |
| 2026-01-15 | SIEGEL LAURIE | Director | Grant | 626 | $0.00 | $0 | 2K |
| 2026-01-15 | Frank Malcolm | Director | Grant | 713 | $0.00 | $0 | 2K |
| 2026-01-15 | Eilam Barak | Director | Grant | 439 | $0.00 | $0 | 724 |
| 2026-01-15 | Choy Siew Kai | Director | Grant | 439 | $0.00 | $0 | 1K |
| 2026-01-15 | ABRAMS ROBIN ANN | Director | Grant | 604 | $0.00 | $0 | 15K |
| 2026-01-12 | Frank Malcolm | Director | Sell | 2K | $296.17 | $452K | 879 |
| 2026-01-12 | Frank Malcolm | Director | Sell | 1K | $295.02 | $308K | 2K |
| 2026-01-12 | Frank Malcolm | Director | Exercise or conversion | 3K | $207.88 | $535K | 3K |
| 2026-01-08 | SIEGEL LAURIE | Director | Sell | 588 | $296.67 | $174K | 1K |
| 2026-01-08 | SIEGEL LAURIE | Director | Sell | 2K | $296.12 | $588K | 2K |
| 2026-01-08 | SIEGEL LAURIE | Director | Exercise or conversion | 3K | $207.88 | $535K | 4K |
| 2026-01-07 | ABRAMS ROBIN ANN | Director | Exercise or conversion | 3K | $207.88 | $535K | 15K |
| 2025-12-02 | McLoughlin Christopher | Chief Legal Officer | Tax withholding | 731 | $278.28 | $203K | 3K |
| 2025-11-06 | Skoko Goran | EVP, Chief Revenue Officer | Buy | 500 | $252.93 | $126K | 9K |
| 2025-11-03 | Skoko Goran | EVP, Chief Revenue Officer | Grant | 4K | $0.00 | $0 | 9K |
| 2025-11-03 | Costigan John | Chief Data Officer | Grant | 4K | $0.00 | $0 | 4K |
| 2025-11-01 | Shan Helen L. | EVP, Chief Financial Officer | Tax withholding | 558 | $266.80 | $149K | 10K |
| 2025-11-01 | Shan Helen L. | EVP, Chief Financial Officer | Exercise or conversion | 1K | $0.00 | $0 | 10K |
| 2025-11-01 | Moskoff Gregory T | MD,Controller and CAO | Tax withholding | 89 | $266.80 | $24K | 170 |
| 2025-11-01 | Moskoff Gregory T | MD,Controller and CAO | Exercise or conversion | 190 | $0.00 | $0 | 259 |
| 2025-11-01 | Stepp Katherine M | Chief Technology Officer (CTO) | Tax withholding | 171 | $266.80 | $46K | 808 |
| 2025-11-01 | Stepp Katherine M | Chief Technology Officer (CTO) | Exercise or conversion | 367 | $0.00 | $0 | 979 |
| 2025-11-01 | Robie Robert J. | EVP, Institutional Buyside | Tax withholding | 252 | $266.80 | $67K | 2K |
| 2025-11-01 | Robie Robert J. | EVP, Institutional Buyside | Exercise or conversion | 505 | $0.00 | $0 | 3K |
| 2025-11-01 | Skoko Goran | EVP, Chief Revenue Officer | Tax withholding | 289 | $266.80 | $77K | 5K |
| 2025-11-01 | Skoko Goran | EVP, Chief Revenue Officer | Exercise or conversion | 612 | $0.00 | $0 | 5K |
| 2025-11-01 | Karnovsky Kristina W | EVP, Dealmakers & Wealth | Tax withholding | 252 | $266.80 | $67K | 3K |
| 2025-11-01 | Karnovsky Kristina W | EVP, Dealmakers & Wealth | Exercise or conversion | 505 | $0.00 | $0 | 3K |
| 2025-11-01 | Ellis Christopher R | EVP, Initiatives & P'ships | Tax withholding | 164 | $266.80 | $44K | 24K |
| 2025-11-01 | Ellis Christopher R | EVP, Initiatives & P'ships | Exercise or conversion | 352 | $0.00 | $0 | 24K |
| 2025-11-01 | Costigan John | Chief Data Officer | Tax withholding | 122 | $266.80 | $33K | 564 |
| 2025-11-01 | Costigan John | Chief Data Officer | Exercise or conversion | 367 | $0.00 | $0 | 686 |
| 2025-10-06 | Shan Helen L. | EVP, Chief Financial Officer | Buy | 370 | $275.48 | $102K | 9K |
| 2025-10-03 | Eilam Barak | Director | Sell | 1 | $283.21 | $283 | 285 |
| 2025-09-23 | McLoughlin Christopher | Chief Legal Officer | Buy | 3 | $297.66 | $893 | 3K |
| 2025-09-23 | McLoughlin Christopher | Chief Legal Officer | Buy | 335 | $296.18 | $99K | 3K |
| 2025-09-22 | Viswanathan Sanoke | Chief Executive Officer | Grant | 58K | $0.00 | $0 | 58K |
| 2025-08-01 | Harding Catrina | Chief People Officer | Tax withholding | 302 | $391.33 | $118K | 458 |
| 2025-07-14 | MCGONIGLE JAMES J | Director | Sell | 1K | $451.98 | $644K | 4K |
| 2025-07-14 | MCGONIGLE JAMES J | Director | Sell | 1K | $451.05 | $541K | 6K |
| 2025-07-14 | MCGONIGLE JAMES J | Director | Sell | 300 | $449.93 | $135K | 7K |
| 2025-07-14 | MCGONIGLE JAMES J | Director | Exercise or conversion | 915 | $318.20 | $291K | 7K |
| 2025-07-14 | MCGONIGLE JAMES J | Director | Exercise or conversion | 2K | $271.51 | $546K | 6K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Sell | 98 | $444.48 | $44K | 44 |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Sell | 1K | $443.80 | $454K | 142 |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Sell | 591 | $442.54 | $262K | 1K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Sell | 296 | $441.36 | $131K | 2K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Sell | 491 | $440.56 | $216K | 2K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Exercise or conversion | 1K | $255.87 | $266K | 3K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Exercise or conversion | 1K | $279.43 | $296K | 2K |
| 2025-07-09 | Moskoff Gregory T | MD,Controller and CAO | Exercise or conversion | 401 | $316.71 | $127K | 445 |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Sell | 100 | $448.20 | $45K | 24K |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Sell | 4K | $447.44 | $2.0M | 24K |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Sell | 2K | $446.53 | $939K | 28K |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Sell | 800 | $445.36 | $356K | 31K |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Sell | 200 | $441.99 | $88K | 31K |
| 2025-07-08 | Ellis Christopher R | EVP, Initiatives & P'ships | Exercise or conversion | 8K | $152.28 | $1.2M | 32K |
| 2025-07-01 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $445.12 | $1.3M | 17K |
| 2025-07-01 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-06-02 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $454.58 | $1.4M | 17K |
| 2025-06-02 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-05-01 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $431.09 | $1.3M | 17K |
| 2025-05-01 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-05-01 | Shan Helen L. | EVP, Chief Financial Officer | Grant | 4K | $0.00 | $0 | 9K |
| 2025-04-01 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $454.86 | $1.4M | 17K |
| 2025-04-01 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-03-24 | Moskoff Gregory T | MD,Controller and CAO | Sell | 363 | $433.73 | $158K | 44 |
| 2025-03-21 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | 309 | $426.49 | $132K | 857 |
| 2025-03-21 | Stepp Katherine M | Chief Technology Officer (CTO) | Exercise or conversion | 1K | $221.88 | $328K | 2K |
| 2025-03-21 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | 864 | $424.25 | $367K | 1K |
| 2025-03-21 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | 246 | $426.48 | $105K | 612 |
| 2025-03-21 | Stepp Katherine M | Chief Technology Officer (CTO) | Sell | 307 | $424.81 | $130K | 1K |
| 2025-03-03 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-03-03 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $464.79 | $1.4M | 17K |
| 2025-02-03 | Snow Frederick Philip | Chief Executive Officer | Sell | 3K | $469.14 | $1.4M | 17K |
| 2025-02-03 | Snow Frederick Philip | Chief Executive Officer | Exercise or conversion | 3K | $152.28 | $457K | 20K |
| 2025-02-03 | Moskoff Gregory T | MD,Controller and CAO | Grant | 11 | $0.00 | $0 | 190 |
| 2025-02-01 | Moskoff Gregory T | MD,Controller and CAO | Tax withholding | 2 | $474.41 | $949 | 179 |
| 2025-01-15 | ABRAMS ROBIN ANN | Director | Grant | 431 | $0.00 | $0 | 12K |
| 2025-01-15 | Choy Siew Kai | Director | Grant | 278 | $0.00 | $0 | 1K |
| 2025-01-15 | Frank Malcolm | Director | Grant | 362 | $0.00 | $0 | 879 |
| 2025-01-15 | Eilam Barak | Director | Grant | 285 | $0.00 | $0 | 285 |
| 2025-01-15 | HYLTON LAURIE G | Director | Grant | 409 | $0.00 | $0 | 409 |
| 2025-01-15 | MCGONIGLE JAMES J | Director | Grant | 278 | $0.00 | $0 | 4K |
| 2025-01-15 | Shavel Lee | Director | Grant | 362 | $0.00 | $0 | 1K |
| 2025-01-15 | SIEGEL LAURIE | Director | Grant | 278 | $0.00 | $0 | 1K |
| 2025-01-15 | Tejada Maria Teresa | Director | Grant | 362 | $0.00 | $0 | 976 |
| 2025-01-15 | Wiesel Shlomo Elisha | Director | Grant | 278 | $0.00 | $0 | 570 |
| 2025-01-02 | ABRAMS ROBIN ANN | Director | Exercise or conversion | 3K | $197.75 | $561K | 12K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON2 Form 144 notices on file for FDS worth $1.5M at the prices reported; 0 in the last 90 days worth $0. Latest: Frank Malcolm filed on 2026-01-12 to sell 2,572 shares ($757K) from 2026-01-12.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-01-12 | Frank MalcolmDirector | 3K | $757K | 0.007% | 2026-01-12 | CITIGROUP GLOBAL MARKETS |
| 2026-01-08 | SIEGEL LAURIEDirector | 3K | $737K | 0.007% | 2026-01-08 | Citigroup Global Markets |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON6 holders report 5% or more of FDS in their latest filing, all on Schedule 13G (passive). The largest reported stake is Baron Capital Group, Inc. at 11.8% of the class (4,200,856 shares), filed 2026-08-14 for an event on 2026-06-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-14 | 13G/Ano. 22 | Baron Capital Group, Inc.corporation, parent holding company | 4.2M | 11.8% | 2026-06-30 |
| 2026-08-14 | 13G/Ano. 22 | Ronald Baronindividual, parent holding company | 4.2M | 11.8% | 2026-06-30 |
| 2026-08-14 | 13G/Ano. 22 | BAMCO INC /NY/corporation, investment adviser | 3.7M | 10.5% | 2026-06-30 |
| 2026-08-14 | 13G/Ano. 22 | Baron Partners Fundinvestment company | 2.1M | 6.0% | 2026-06-30 |
| 2026-08-14 | 13G/Ano. 22 | Baron Capital Management, Inc.corporation, investment adviser | 479K | 1.4% | 2026-06-30 |
| 2026-04-29 | 13G | Vanguard Capital Managementinvestment adviser | 2.7M | 7.4% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 15 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-11 | 13G/Ano. 1 | Morgan Stanleyparent holding company, corporation | 914K | 2.5% | 2025-12-31 |
| 2026-01-21 | 13G/Ano. 1 | BlackRock, Inc.parent holding company | 2.7M | 7.2% | 2025-12-31 |
13F holders
Tracked managers holding FDS at their latest 13F. JSON6 of the 30 tracked managers held FDS at their latest 13F, $456.1M in total at quarter-end prices. AQR Capital Management is the largest at $385.5M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 2 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 1.7M | $385.5M | 0.13% | +1.4M |
| Millennium Management | 2026-06-30 | 134K | $30.8M | 0.01% | +76K |
| Two Sigma Investments | 2026-06-30 | 86K | $19.9M | 0.01% | -258K |
| D. E. Shaw & Co. | 2026-06-30 | 36K | $8.3M | 0.00% | +16K |
| Bridgewater Associates | 2026-06-30 | 34K | $7.9M | 0.03% | new |
| Citadel Advisors | 2026-06-30 | 16K | $3.6M | 0.00% | -243K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q4 FY 2026 (quarter ended 2026-08-31) FactSet Research Systems reported revenue of $634.7M, up 6.3% from the same quarter a year earlier, and net income of $121.1M. In FY 2026 it generated $822.2M of operating cash flow and spent $644.0M on buybacks and $164.2M on dividends. As of 2026-08-31, cash was $233.3M against $1.37B of debt.
- Cash
- $233.3M
- Debt
- $1.37B
- Equity
- $2.00B
- Total assets
- $4.14B
- Shares outstanding
- 35,255,660
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q4 FY 2026derived | 2026-08-31 | $634.7M | $121.1M | 19.1% | n/a |
| Q3 FY 2026 | 2026-05-31 | $622.9M | $126.7M | 20.3% | 3.50 |
| Q2 FY 2026 | 2026-02-28 | $611.0M | $133.1M | 21.8% | 3.59 |
| Q1 FY 2026 | 2025-11-30 | $607.6M | $152.6M | 25.1% | 4.06 |
| Q4 FY 2025derived | 2025-08-31 | $596.9M | $153.6M | 25.7% | n/a |
| Q3 FY 2025 | 2025-05-31 | $585.5M | $148.5M | 25.4% | 3.87 |
| Q2 FY 2025 | 2025-02-28 | $570.7M | $144.9M | 25.4% | 3.76 |
| Q1 FY 2025 | 2024-11-30 | $568.7M | $150.0M | 26.4% | 3.89 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2026 | 2026-08-31 | $2.48B | $533.5M | $822.2M | $114.7M | $644.0M | $164.2M |
| FY 2025 | 2025-08-31 | $2.32B | $597.0M | $726.3M | $108.8M | $300.5M | $160.0M |
| FY 2024 | 2024-08-31 | $2.20B | $537.1M | $700.3M | $85.7M | $235.2M | $150.7M |
| FY 2023 | 2023-08-31 | $2.09B | $468.2M | $645.6M | $60.8M | $176.7M | $138.6M |
| FY 2022 | 2022-08-31 | $1.84B | $396.9M | $538.3M | $51.2M | $18.6M | $125.9M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-08-31; shares outstanding as of 2026-10-15 from the cover page.
What this page is
FactSet Research Systems in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows FactSet Research Systems (FDS), SEC CIK 1013237, listed on NYSE, classified by the SEC as services-computer programming, data processing, etc.. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-28.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-30.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-01-12.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-14.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-08-31.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-09-30.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-15.JSON and CSV
- Company record
- EDGAR filing index for CIK 1013237Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-computer programming, data processing, etc.
Other company pages
Datasets
Frequently Asked Questions
How much of FDS is sold short?
3,794,022 shares were held short at the 2026-10-15 settlement, 5.2 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is FDS's daily short volume?
On 2026-10-28, 116,641 of the 192,781 FDS shares reported to FINRA were sold short, 60.5% of the day's reported volume. Short volume is a flow for one day, not a position.
Does FDS have fails to deliver?
The SEC's latest file shows 38,594 FDS shares failed to deliver at settlement 2026-09-30. Fails are reported per settlement date and published twice a month with a lag.
Are FDS insiders buying or selling?
No open-market insider trades were reported for FDS in the last 90 days. The most recent filings are listed below. Latest filing: ABRAMS ROBIN ANN (Director) on 2026-10-15.
Have FDS insiders filed to sell?
2 Form 144 notices on file for FDS worth $1.5M at the prices reported; 0 in the last 90 days worth $0. Latest: Frank Malcolm filed on 2026-01-12 to sell 2,572 shares ($757K) from 2026-01-12.
Who owns 5% or more of FDS?
6 holders report 5% or more of FDS in their latest filing, all on Schedule 13G (passive). The largest reported stake is Baron Capital Group, Inc. at 11.8% of the class (4,200,856 shares), filed 2026-08-14 for an event on 2026-06-30.
What did FDS report last quarter?
In Q4 FY 2026 (quarter ended 2026-08-31) FactSet Research Systems reported revenue of $634.7M, up 6.3% from the same quarter a year earlier, and net income of $121.1M. In FY 2026 it generated $822.2M of operating cash flow and spent $644.0M on buybacks and $164.2M on dividends. As of 2026-08-31, cash was $233.3M against $1.37B of debt.
Which tracked 13F managers own FDS?
6 of the 30 tracked 13F managers held FDS shares at their latest filing, $456.1M in all. The largest: Cliff Asness's AQR Capital Management (1.7M shares, $385.5M), Izzy Englander's Millennium Management (134K shares, $30.8M), Two Sigma Investments (86K shares, $19.9M), D. E. Shaw & Co. (36K shares, $8.3M), Ray Dalio's Bridgewater Associates (34K shares, $7.9M), Ken Griffin's Citadel Advisors (16K shares, $3.6M).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.