Concurrent Investment Advisors, LLC

Position in FDS — Factset Research Systems Inc

CIK 2001015 Tampa, FL

Position in FDS

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

Position Value

$505,715

+$36,584 QoQ

Shares Held

2,198

+1.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#388

of 762 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,940,367 across 9 Financial Data & Stock Exchanges names. FDS ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,674	$16,711,089
2	SPGI	S&P Global Inc.	15,694	$5,720,904
3	ICE	Intercontinental Exchange, Inc.	26,439	$3,254,904
4	NDAQ	Nasdaq, Inc.	29,094	$2,293,188
5	MSCI	MSCI Inc.	1,619	$906,704
6	MCO	Moodys Corp /De/	1,481	$670,773
7	COIN	Coinbase Global, Inc.	3,689	$539,294
8	FDS	Factset Research Systems Inc This page	2,198	$505,715

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,715	2,198	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$469,131	2,162	-62.0%	Shares	Sole	2026-04-21
2025-12-31	$1,649,149	5,683	+6.5%	Shares	Sole	2026-01-29
2025-09-30	$1,528,424	5,335	-1.7%	Shares	Sole	2025-10-27
2025-06-30	$2,426,494	5,425	+2.2%	Shares	Sole	2025-07-25
2025-03-31	$2,412,319	5,306	+5.6%	Shares	Sole	2025-04-29
2024-12-31	$2,414,367	5,027	+16.7%	Shares	Sole	2025-02-03
2024-09-30	$1,980,573	4,307	+0.0%	Shares	Sole	2024-10-30
2024-06-30	$1,758,010	4,306	+11.5%	Shares	Sole	2024-07-30
2024-03-31	$1,754,854	3,862	+11.6%	Shares	Sole	2024-05-07
2023-12-31	$1,651,547	3,462	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.