Voloridge Investment Management
FDS icon

Voloridge Investment Management’s Factset FDS Stock Holding History

Voloridge 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 		$33.2M Sell
144,428
-14,919
-9% -$3.43M 0.14% 227
2026
Q1 		$34.6M Buy
159,347
+86,233
+118% +$20.1M 0.14% 209
2025
Q4 		$21.2M Sell
73,114
-116,601
-61% -$32.7M 0.07% 346
2025
Q3 		$54.4M Buy
189,715
+124,220
+190% +$47.5M 0.18% 138
2025
Q2 		$29.3M Sell
65,495
-134,168
-67% -$58.8M 0.11% 244
2025
Q1 		$90.8M Buy
199,663
+55,528
+39% +$25.3M 0.34% 76
2024
Q4 		$69.2M Sell
144,135
-41,122
-22% -$19.5M 0.25% 117
2024
Q3 		$85.2M Buy
185,257
+45,487
+33% +$19.3M 0.31% 73
2024
Q2 		$57.1M Buy
139,770
+80,666
+136% +$34.3M 0.21% 131
2024
Q1 		$26.9M Buy
59,104
+35,413
+149% +$16.5M 0.1% 260
2023
Q4 		$11.3M Sell
23,691
-13,467
-36% -$6.06M 0.04% 448
2023
Q3 		$16.2M Sell
37,158
-26,078
-41% -$11.1M 0.08% 332
2023
Q2 		$25.3M Buy
63,236
+46,463
+277% +$18.7M 0.12% 235
2023
Q1 		$6.96M Buy
16,773
+14,186
+548% +$5.91M 0.03% 564
2022
Q4 		$1.04M Buy
+2,587
New +$1.1M 0.01% 1127
2022
Q3 		– Sell
-20,051
Closed -$7.71M – 1459
2022
Q2 		$7.71M Buy
20,051
+3,547
+21% +$1.39M 0.04% 533
2022
Q1 		$7.17M Sell
16,504
-3,373
-17% -$1.42M 0.04% 516
2021
Q4 		$9.66M Buy
+19,877
New +$8.91M 0.05% 482
2021
Q3 		– Sell
-2,378
Closed -$798K – 1711
2021
Q2 		$798K Sell
2,378
-26,054
-92% -$8.53M 0.01% 1323
2021
Q1 		$8.77M Buy
+28,432
New +$9M 0.06% 375
2020
Q3 		– Sell
-680
Closed -$223K – 1317
2020
Q2 		$223K Sell
680
-5,183
-88% -$1.5M ﹤0.01% 1180
2020
Q1 		$1.53M Buy
+5,863
New +$1.6M 0.04% 419
2019
Q4 		– Sell
-7,574
Closed -$1.84M – 1171
2019
Q3 		$1.84M Buy
+7,574
New +$2.1M 0.03% 474
2017
Q4 		– Sell
-4,301
Closed -$775K – 518
2017
Q3 		$775K Buy
+4,301
New +$702K 0.02% 334

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

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

Voloridge Investment Management reduced its Factset (FDS) stake by 9.4% in Q2 2026, selling an estimated $3.43M and leaving 144,428 shares worth $33.2M. The position accounts for 0.14% of the portfolio, ranked #227.

Voloridge Investment Management first reported a position in FDS in Q3 2017 and has held it in 24 quarters since. The position peaked at $90.8M in Q1 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Voloridge Investment Management held 144,428 shares of Factset worth $33.2M as of Q2 2026.
  • Voloridge Investment Management sold 14,919 Factset shares in Q2 2026, an estimated $3.43M.
  • Factset made up 0.14% of Voloridge Investment Management's portfolio in Q2 2026, its #227 holding.
  • Voloridge Investment Management first reported a position in Factset in Q3 2017 and has held it in 24 quarters since.
  • Voloridge Investment Management's Factset position peaked at $90.8M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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