Tracked funds
1Unique WSM-tracked managers; table rows may include common shares and optionsFDS
Ticker case file
FDS
FACTSET RESEARCH SYSTEMS INC
$253.44-0.93%NYQ
Politicians active
4Recent transactions disclosed via House Clerk / Senate eFD13F notional
$320.7M2026-03-31Top conviction
0.43%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| Loomis, Sayles & Company, L.P.Other | $320.7M | 0.43% | SH | — | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-04-07 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20034285 |
| 2026-04-05 | Shelley Moore Capito HouseholdR · Senate·WV | Sale | Spouse | $8K | capitol-trades-10000064823 |
| 2026-04-05 | Shelley Moore Capito HouseholdR · Senate·WV | Sale | Spouse | $8K | capitol-trades-10000064822 |
| 2026-04-05 | Shelley Moore Capito HouseholdR · Senate·WV | Sale | Spouse | $8K | capitol-trades-10000064821 |
| 2025-12-15 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20033619 |
| 2025-05-14 | Julie Johnson HouseholdD · TX-32 | Sale | Self | $1K–$15K | 20030296 |
| 2025-03-25 | Byron Donalds HouseholdR · FL-19 | Sale | Self | $1K–$15K | 20027903 |
| 2025-03-25 | Byron Donalds HouseholdR · FL-19 | Sale | Self | $1K–$15K | 20027903 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-14Loomis, Sayles & Company, L.P. · $320.7M↗
- PTR2026-04-07Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2026-04-05Shelley Moore Capito Household · Sale · $8K↗
- PTR2026-04-05Shelley Moore Capito Household · Sale · $8K↗
- PTR2026-04-05Shelley Moore Capito Household · Sale · $8K↗
- PTR2025-12-15Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2025-05-14Julie Johnson Household · Sale · $1K–$15K↗
- PTR2025-03-25Byron Donalds Household · Sale · $1K–$15K↗
- PTR2025-03-25Byron Donalds Household · Sale · $1K–$15K↗
Often co-held with