Caitlin John’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
VCM
VPM
Caitlin John's FDS Position: Q1 2026 in Review
Caitlin John increased its Factset (FDS) stake by 31% in Q1 2026, buying an estimated $84.9K and bringing the position to 1,545 shares worth $335K. The position accounts for 0.2% of the portfolio, ranked #94.
Caitlin John first reported a position in FDS in Q3 2024 and has held it in 5 quarters since. The position peaked at $343K in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Caitlin John held 1,545 shares of Factset worth $335K as of Q1 2026.
- Caitlin John bought 364 Factset shares in Q1 2026, an estimated $84.9K.
- Factset made up 0.2% of Caitlin John's portfolio in Q1 2026, its #94 holding.
- Caitlin John first reported a position in Factset in Q3 2024 and has held it in 5 quarters since.
- Caitlin John's Factset position peaked at $343K in Q4 2025.
- 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.