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Longfellow Investment Management’s Factset FDS Stock Holding History

Longfellow Investment 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 		$920K Hold
4,000
– – 0.19% 90
2026
Q1 		$868K Buy
+4,000
New +$933K 0.18% 84

Other funds holding FDS

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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

Longfellow Investment Management's FDS Position: Q2 2026 in Review

Longfellow Investment Management held its Factset (FDS) position steady in Q2 2026 at 4,000 shares worth $920K. The position accounts for 0.19% of the portfolio, ranked #90.

Longfellow Investment Management first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Longfellow Investment Management held 4,000 shares of Factset worth $920K as of Q2 2026.
  • Longfellow Investment Management left its Factset share count unchanged in Q2 2026.
  • Factset made up 0.19% of Longfellow Investment Management's portfolio in Q2 2026, its #90 holding.
  • Longfellow Investment Management first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.