Birch Capital Management, LLC

Position in FDS — Factset Research Systems Inc

CIK 1799859 DALLAS, TX

Position in FDS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,463,709

+$2,024,852 QoQ

Shares Held

23,747

+49.8% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

2.87%

of 13F equity value

Holder Rank

#139

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Birch Capital Management, LLC holds $14,847,334 across 3 Financial Data & Stock Exchanges names. FDS ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc This page	23,747	$5,463,709
2	SPGI	S&P Global Inc.	14,933	$5,443,490
3	ICE	Intercontinental Exchange, Inc.	32,005	$3,940,135

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,463,709	23,747	+49.8%	Shares	Sole	2026-07-27
2026-03-31	$3,438,857	15,848	+36.6%	Shares	Sole	2026-04-15
2025-12-31	$3,367,364	11,604	+37.7%	Shares	Sole	2026-02-03
2025-09-30	$2,414,824	8,429	-1.4%	Shares	Sole	2025-10-27
2025-06-30	$3,822,902	8,547	-0.7%	Shares	Sole	2025-07-24
2025-03-31	$3,914,905	8,611	+0.3%	Shares	Sole	2025-04-16
2024-12-31	$4,123,684	8,586	+9.9%	Shares	Sole	2025-01-07
2024-09-30	$3,592,348	7,812	+10.2%	Shares	Sole	2024-10-15
2024-06-30	$2,893,409	7,087	+4.2%	Shares	Sole	2024-07-08
2024-03-31	$3,090,760	6,802	+4.6%	Shares	Sole	2024-04-11
2023-12-31	$3,102,256	6,503	0.0%	Shares	Sole	2024-01-24
2023-09-30	$2,843,501	6,503	0.0%	Shares	Sole	2023-10-12
2023-06-30	$2,605,426	6,503	-0.2%	Shares	Sole	2023-07-12
2023-03-31	$2,705,556	6,518	0.0%	Shares	Sole	2023-04-10
2022-12-31	$2,615,086	6,518	-2.2%	Shares	Sole	2023-02-06
2022-09-30	$2,665,932	6,663	-0.3%	Shares	Sole	2023-03-30
2022-06-30	$2,570,850	6,685	0.0%	Shares	Sole	2023-03-30
2022-03-31	$2,902,292	6,685	-1.6%	Shares	Sole	2022-04-05
2021-12-31	$3,302,437	6,795	0.0%	Shares	Sole	2022-01-06
2021-09-30	$2,682,530	6,795	0.0%	Shares	Sole	2021-10-05
2021-06-30	$2,280,469	6,795	0.0%	Shares	Sole	2021-07-28
2021-03-31	$2,096,869	6,795	-6.9%	Shares	Sole	2021-04-05
2020-12-31	$2,425,587	7,295	-1.5%	Shares	Sole	2021-02-02
2020-09-30	$2,479,451	7,404	-0.5%	Shares	Sole	2020-10-06
2020-06-30	$2,443,488	7,439	0.0%	Shares	Sole	2020-07-02
2020-03-31	$1,939,198	7,439	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.