YOUSIF CAPITAL MANAGEMENT, LLC
Position in FDS — Factset Research Systems Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in FDS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,449,904
+$534,864 QoQ
Shares Held
23,687
+4.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#140
of 762 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $64,116,758 across 11 Financial Data & Stock Exchanges names. FDS ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,779 | $17,051,748 | |
| 2 | CME |
Cme Group Inc.
|
40,188 | $8,874,716 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
63,300 | $7,792,863 | |
| 4 | MCO |
Moodys Corp /De/
|
14,769 | $6,689,175 | |
| 5 | FDS |
Factset Research Systems Inc
This page
|
23,687 | $5,449,904 | |
| 6 | TRU |
TransUnion
|
55,447 | $3,999,946 | |
| 7 | MSCI |
MSCI Inc.
|
6,911 | $3,870,436 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
42,613 | $3,358,756 |
All Filings in FDS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,449,904 | 23,687 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,915,040 | 22,651 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,779,424 | 19,916 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,745,843 | 20,056 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,619,980 | 19,272 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,736,608 | 17,017 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,221,775 | 4,626 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,199,462 | 4,783 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,005,013 | 4,911 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,809,493 | 6,183 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,427,707 | 5,089 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,325,785 | 5,319 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,194,360 | 5,477 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,212,844 | 5,331 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $2,341,043 | 5,851 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,056,562 | 7,948 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,370,459 | 5,460 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,830,522 | 5,824 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||