Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$889K Buy
3,865
+2,320
+150% +$533K 0.49% 48
2026
Q1
$335K Buy
1,545
+364
+31% +$84.9K 0.2% 94
2025
Q4
$343K Buy
1,181
+1,142
+2,928% +$321K 0.22% 109
2025
Q3
$11.2K Buy
+39
New +$14.9K 0.01% 480
2025
Q1
Sell
-48
Closed -$23.1K 336
2024
Q4
$23.1K Buy
48
+1
+2% +$475 0.02% 353
2024
Q3
$23.1K Buy
+47
New +$20K 0.01% 364

Other funds holding FDS

Caitlin John's FDS Position: Q2 2026 in Review

Caitlin John increased its Factset (FDS) stake by 150% in Q2 2026, buying an estimated $533K and bringing the position to 3,865 shares worth $889K. The position accounts for 0.49% of the portfolio, ranked #48.

Caitlin John first reported a position in FDS in Q3 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Caitlin John held 3,865 shares of Factset worth $889K as of Q2 2026.
  • Caitlin John bought 2,320 Factset shares in Q2 2026, an estimated $533K.
  • Factset made up 0.49% of Caitlin John's portfolio in Q2 2026, its #48 holding.
  • Caitlin John first reported a position in Factset in Q3 2024 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.