Fulcrum Asset Management LLP

Position in FDS — Factset Research Systems Inc

CIK 1353395 LONDON, X0

Position in FDS

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$145,640

-$181,540 QoQ

Shares Held

633

-35.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#572

of 762 holders

Holding Since

Jun 2020

3 quarters on record

Financial Services · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $4,441,377 across 5 Financial Data & Stock Exchanges names. FDS ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	7,479	$2,881,771
2	MSCI	MSCI Inc.	1,831	$1,025,433
3	CME	Cme Group Inc.	1,746	$385,569
4	FDS	Factset Research Systems Inc This page	633	$145,640
5	MORN	Morningstar, Inc.	19	$2,964

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,640	633	-35.7%	Shares	Sole	2026-08-18
2020-12-31	$327,180	984	—	Principal	Sole	2021-02-16
2020-06-30	$323,214	984	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.