← Top Holdings

FDSFACTSET RESH SYS INC

CUSIP: 303075105

4

Guru Owners

$78.2M

Total Value Held

269,396

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Rogers	Ariel Investments	125439	$36.4M	0.39%	$290.19	Q4 2025
Tom Gayner	Markel Group	121873	$35.4M	0.28%	$290.19	Q4 2025
Jensen Investment Management	Jensen Investment Management	11810	$3.4M	0.05%	$290.19	Q4 2025
Ray Dalio	Bridgewater Associates	10274	$3.0M	0.01%	$290.19	Q4 2025

$36.4M

0.39%

$35.4M

0.28%

Jensen Investment Management

$3.4M

0.05%

$3.0M

0.01%

📊 Fundamentals

Market Cap$9.2B

P/E Ratio15.9x

Near market avg

Forward P/E12.7x

P/FCF15.5x

EPS (TTM)$15.54

Revenue (TTM)$2.4B

Profit Margin24.48%

Div Yield1.87%

Beta0.72

52-Week Range

$185.00

$474.79

Current: $246.65

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.9x trailing earnings → 12.7x forward · 24.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $78.2M

NEWJohn Rogers$36.4M

INCREASEDTom Gayner$35.4M

REDUCEDRay Dalio$3.0M

Q3 '253 owners · $39.0M

INCREASEDJensen Investment Management$3.4M

NEWRay Dalio$2.1M

Q2 '252 owners · $56.9M

No changes

Q1 '252 owners · $57.8M

NEWJensen Investment Management$4.7M

Q4 '241 owners · $56.1M

No changes

Q3 '241 owners · $53.7M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

24.6%current: 24.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

FDS: Held by 4 superinvestors · 21 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-06

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-10-29

$1,001 - $15,0002025-10-27

$1,001 - $15,0002025-10-21

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-10-15

$1,001 - $15,0002025-10-14

$1,001 - $15,0002025-10-13

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-10-06

$1,001 - $15,0002025-10-03

$1,001 - $15,0002025-10-01

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-04-23

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLByron DonaldsR

$1,001 - $15,0002025-02-13

FDS Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker