MCM
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Marathon Capital Management’s Factset FDS Stock Holding History

Marathon Capital 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
Q1 		$279K Buy
1,284
+554
+76% +$129K 0.06% 141
2025
Q4 		$212K Buy
+730
New +$205K 0.05% 156

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Loomis, Sayles & Company
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Ninety One (UK)
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Geode Capital Management
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marathon Capital Management's FDS Position: Q1 2026 in Review

Marathon Capital Management increased its Factset (FDS) stake by 76% in Q1 2026, buying an estimated $129K and bringing the position to 1,284 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #141.

Marathon Capital Management first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Marathon Capital Management held 1,284 shares of Factset worth $279K as of Q1 2026.
  • Marathon Capital Management bought 554 Factset shares in Q1 2026, an estimated $129K.
  • Factset made up 0.06% of Marathon Capital Management's portfolio in Q1 2026, its #141 holding.
  • Marathon Capital Management first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.