Sone Capital Management, LLC
Position in FDS — Factset Research Systems Inc
CIK 2026215
NEW YORK, NY
Position in FDS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,462,817
-$11,869,023 QoQ
Shares Held
66,652
-26.5% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Sone Capital Management, LLC holds $44,068,001 across 6 Financial Data & Stock Exchanges names. FDS ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
133,219 | $20,952,684 | |
| 2 | FDS |
Factset Research Systems Inc
This page
|
66,652 | $14,462,817 | |
| 3 | MSCI |
MSCI Inc.
|
11,936 | $6,433,623 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
4,756 | $1,336,768 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
7,420 | $629,883 | |
| 6 | SPGI |
S&P Global Inc.
|
593 | $252,226 |
All Filings in FDS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,462,817 | 66,652 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,331,840 | 90,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,251,501 | 95,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,396,272 | 34,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,028,633 | 52,852 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||