FACTSET RESEARCH SYSTEMS INC (FDS)
Every FINRA and SEC series the site collects for FACTSET RESEARCH SYSTEMS INC: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as services-computer programming, data processing, etc..
3.6M
Short interest
settlement 2026-08-14
4.8
Days to cover
-9.2% vs prior
70.7%
Short share of volume
2026-09-11
172
Fails to deliver
settlement 2026-07-29
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-09-11.
Short interest
FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSONAs of 14 August 2026, short interest in FDS is 3,594,250 shares, down 1,430,677 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 750K shares a day that is 4.8 days to cover.
Embed this chartfree, with the attribution line it carries
<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 |
|---|---|---|---|---|
| 2026-08-14 | 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 |
Daily short volume
FINRA Reg SHO, last 60 sessions. JSONAs of 11 September 2026, the short share of FDS volume is 70.7%, down 1.5 points over the last five sessions. Over the last 52 readings it ranged from 45.5% (4 August 2026) to 85.7% (31 August 2026). The latest reading is in line with the 30-session average of 69.9%, on 474K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-09-11 | 335K | 474K | 70.7% | 2 |
| 2026-09-10 | 594K | 693K | 85.6% | 11 |
| 2026-09-09 | 191K | 232K | 82.4% | 81 |
| 2026-09-08 | 226K | 295K | 76.4% | 948 |
| 2026-09-04 | 209K | 269K | 77.8% | 1 |
| 2026-09-03 | 184K | 255K | 72.2% | 0 |
| 2026-09-02 | 167K | 200K | 83.2% | 3 |
| 2026-09-01 | 360K | 495K | 72.8% | 3 |
| 2026-08-31 | 427K | 498K | 85.7% | 0 |
| 2026-08-28 | 334K | 396K | 84.4% | 0 |
| 2026-08-27 | 306K | 404K | 75.7% | 0 |
| 2026-08-26 | 327K | 428K | 76.4% | 0 |
| 2026-08-25 | 376K | 477K | 78.8% | 20 |
| 2026-08-24 | 137K | 270K | 50.6% | 1 |
| 2026-08-21 | 90K | 185K | 48.9% | 1 |
| 2026-08-20 | 167K | 252K | 66.4% | 27 |
| 2026-08-19 | 164K | 240K | 68.4% | 0 |
| 2026-08-18 | 174K | 243K | 71.8% | 0 |
| 2026-08-17 | 99K | 154K | 64.1% | 3 |
| 2026-08-14 | 499K | 589K | 84.7% | 0 |
| 2026-08-13 | 181K | 297K | 61.0% | 0 |
| 2026-08-12 | 104K | 149K | 69.8% | 1 |
| 2026-08-11 | 114K | 172K | 66.2% | 0 |
| 2026-08-10 | 146K | 281K | 51.8% | 583 |
| 2026-08-07 | 210K | 394K | 53.1% | 495 |
| 2026-08-06 | 158K | 242K | 65.1% | 0 |
| 2026-08-05 | 186K | 267K | 69.6% | 5 |
| 2026-08-04 | 151K | 332K | 45.5% | 25 |
| 2026-08-03 | 125K | 194K | 64.5% | 1,204 |
| 2026-07-31 | 195K | 261K | 74.5% | 35 |
Fails to deliver
SEC, by settlement date. JSONAs of 29 July 2026, the fails-to-deliver balance in FDS is 172 shares, down 244,119 shares over the last settlement date. Over the last 52 readings it ranged from 1 share (13 March 2026) to 244,291 shares (28 July 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 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 |
| 2026-04-29 | 1,030 | $229.56 | $236K |
| 2026-04-23 | 182 | $242.72 | $44K |
| 2026-04-20 | 35,230 | $232.73 | $8.2M |
| 2026-04-17 | 11,153 | $231.85 | $2.6M |
| 2026-04-13 | 28 | $211.60 | $6K |
| 2026-04-02 | 1 | $224.86 | $225 |
| 2026-03-25 | 170 | $197.40 | $34K |
| 2026-03-23 | 256 | $209.27 | $54K |
| 2026-03-13 | 1 | $203.60 | $204 |
| 2026-02-27 | 13 | $214.27 | $3K |
| 2026-02-25 | 3,424 | $201.49 | $690K |
| 2026-02-12 | 29 | $193.76 | $6K |
Insider trades
SEC Form 4, newest first, 50 of 69 shown. JSONNo open-market insider trades were reported for FDS in the last 90 days. The most recent filings are listed below; grants and option exercises carry a weaker signal than voluntary trades. Latest filing: Warren Joshua (EVP, Chief Financial Officer) on 2026-05-01.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 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 | n/a | Grant | 439 | $0.00 | $0 | 848 |
| 2026-01-15 | Shavel Lee | n/a | Grant | 571 | $0.00 | $0 | 2K |
| 2026-01-15 | Wiesel Shlomo Elisha | n/a | Grant | 571 | $0.00 | $0 | 1K |
| 2026-01-15 | Tejada Maria Teresa | n/a | Grant | 439 | $0.00 | $0 | 1K |
| 2026-01-15 | SIEGEL LAURIE | n/a | Grant | 626 | $0.00 | $0 | 2K |
| 2026-01-15 | Frank Malcolm | n/a | Grant | 713 | $0.00 | $0 | 2K |
| 2026-01-15 | Eilam Barak | n/a | Grant | 439 | $0.00 | $0 | 724 |
| 2026-01-15 | Choy Siew Kai | n/a | Grant | 439 | $0.00 | $0 | 1K |
| 2026-01-15 | ABRAMS ROBIN ANN | n/a | Grant | 604 | $0.00 | $0 | 15K |
| 2026-01-12 | Frank Malcolm | n/a | Sell | 2K | $296.17 | $452K | 879 |
| 2026-01-12 | Frank Malcolm | n/a | Sell | 1K | $295.02 | $308K | 2K |
| 2026-01-12 | Frank Malcolm | n/a | Option exercise | 3K | $207.88 | $535K | 3K |
| 2026-01-08 | SIEGEL LAURIE | n/a | Sell | 588 | $296.67 | $174K | 1K |
| 2026-01-08 | SIEGEL LAURIE | n/a | Sell | 2K | $296.12 | $588K | 2K |
| 2026-01-08 | SIEGEL LAURIE | n/a | Option exercise | 3K | $207.88 | $535K | 4K |
| 2026-01-07 | ABRAMS ROBIN ANN | n/a | Option exercise | 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 | Option exercise | 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 | Option exercise | 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) | Option exercise | 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 | Option exercise | 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 | Option exercise | 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 | Option exercise | 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 | Option exercise | 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 | Option exercise | 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 | n/a | 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 | n/a | Sell | 1K | $451.98 | $644K | 4K |
| 2025-07-14 | MCGONIGLE JAMES J | n/a | Sell | 1K | $451.05 | $541K | 6K |
| 2025-07-14 | MCGONIGLE JAMES J | n/a | Sell | 300 | $449.93 | $135K | 7K |
| 2025-07-14 | MCGONIGLE JAMES J | n/a | Option exercise | 915 | $318.20 | $291K | 7K |
| 2025-07-14 | MCGONIGLE JAMES J | n/a | Option exercise | 2K | $271.51 | $546K | 6K |
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 the rarer, stronger signal.
Large holders (13D and 13G)
One row per reporting person, newest filing first. JSON5 holders above 5% have filed on FDS, 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 |
13F holders
Tracked managers holding FDS at their latest 13F. JSON7 of the 30 tracked managers held FDS at their latest 13F, $474.8M 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 3 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 | 137K | $31.4M | 0.01% | +3K |
| Citadel Advisors | 2026-06-30 | 89K | $20.4M | 0.00% | -306K |
| Two Sigma Investments | 2026-06-30 | 86K | $19.9M | 0.01% | -258K |
| D. E. Shaw & Co. | 2026-06-30 | 37K | $8.6M | 0.00% | +3K |
| Bridgewater Associates | 2026-06-30 | 34K | $7.9M | 0.03% | +24K |
| Point72 Asset Management | 2026-06-30 | 4K | $1.0M | 0.00% | -7K |
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 Q2 2026 (quarter ended 2026-05-31) FACTSET RESEARCH SYSTEMS INC reported revenue of $622.9M, up 6.4% from the same quarter a year earlier, and net income of $126.7M (3.50 diluted EPS). In FY 2025 it generated $726.3M of operating cash flow and spent $300.5M on buybacks and $160.0M on dividends. As of 2026-05-31, cash was $288.1M against $1.39B of debt.
- Cash
- $288.1M
- Debt
- $1.39B
- Equity
- $2.03B
- Total assets
- $4.19B
- Shares outstanding
- 35,565,543
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 2026 | 2026-05-31 | $622.9M | $126.7M | 20.3% | 3.50 |
| Q1 2026 | 2026-02-28 | $611.0M | $133.1M | 21.8% | 3.59 |
| Q4 2025 | 2025-11-30 | $607.6M | $152.6M | 25.1% | 4.06 |
| Q4 2025derived | 2025-08-31 | $596.9M | $153.6M | 25.7% | n/a |
| Q2 2025 | 2025-05-31 | $585.5M | $148.5M | 25.4% | 3.87 |
| Q1 2025 | 2025-02-28 | $570.7M | $144.9M | 25.4% | 3.76 |
| Q4 2024 | 2024-11-30 | $568.7M | $150.0M | 26.4% | 3.89 |
| Q4 2024derived | 2024-08-31 | $562.2M | $89.5M | 15.9% | n/a |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-08-31 | $2.32B | $597.0M | $726.3M | n/a | $300.5M | $160.0M |
| FY 2024 | 2024-08-31 | $2.20B | $537.1M | $700.3M | n/a | $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 |
| FY 2021 | 2021-08-31 | $1.59B | $399.6M | $555.2M | $61.3M | $264.7M | $117.9M |
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 cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-05-31; shares outstanding as of 2026-06-25 from the cover page.
What this page is
FACTSET RESEARCH SYSTEMS INC 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 pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, 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 summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.
This page follows FACTSET RESEARCH SYSTEMS INC (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 method
- Short interest
- FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-14.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-07-29.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-08-14.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-05-31.JSON and CSV
- Insider trades
- SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-05-01.JSON and CSV
- Company record
- EDGAR filing index for CIK 1013237Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 30 requests a minute without a key, 120 a minute with a key from a free account.
Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 13 Sep 05:40 UTC.
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 crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short 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.
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Datasets
Frequently Asked Questions
How much of FDS is sold short?
What is FDS's daily short volume?
Does FDS have fails to deliver?
Are FDS insiders buying or selling?
Who owns more than 5% of FDS?
What did FDS report last quarter?
Which funds hold FDS?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.