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Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue

Source: Motley Fool

2026-03-12 21:51:25 ET

According to a February 17, 2026 SEC filing , Bamco Inc increased its position in FactSet Research Systems (NYSE:FDS) by 1,069,786 shares during the fourth quarter. Bamco's stake in FactSet Research Systems increased by $317.17 million, reflecting both trading activity and stock price changes.

Bamco Inc acquired this stake, which now accounts for 2.27% of its 13F assets under management as of December 31, 2025.

Top holdings post-filing:

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