KAM
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Karani Asset Management’s Factset FDS Stock Holding History

Karani Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
1,237
-530
-30% -$122K 0.21% 55
2026
Q1 		$383K Buy
+1,767
New +$412K 0.31% 48

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karani Asset Management's FDS Position: Q2 2026 in Review

Karani Asset Management reduced its Factset (FDS) stake by 30% in Q2 2026, selling an estimated $122K and leaving 1,237 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #55.

Karani Asset Management first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $383K in Q1 2026. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Karani Asset Management held 1,237 shares of Factset worth $285K as of Q2 2026.
  • Karani Asset Management sold 530 Factset shares in Q2 2026, an estimated $122K.
  • Factset made up 0.21% of Karani Asset Management's portfolio in Q2 2026, its #55 holding.
  • Karani Asset Management first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
  • Karani Asset Management's Factset position peaked at $383K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Karani Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.