LongFDSJun 2026
FactSet Research Systems Inc.
FactSet is part of a group of portfolio companies whose valuations have compressed sharply because investors fear AI could disrupt established information and software…
FDS
Which hedge funds are long FDS?
2 published ideas on FactSet Research Systems Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on FactSet Research Systems Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongFDSJun 2026
FactSet Research Systems Inc.
The market has discounted FactSet because of perceived AI disruption, but Baron believes the company is becoming critical infrastructure for AI-enabled financial workflows…