FactSet Research Systems shares owned by Apella Capital
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $317k | 708 | 447.89 |
| 2025-03-31 | $299k | 700 | 426.82 |
| 2024-12-31 | $337k | 701 | 480.28 |
| 2024-09-30 | $320k | 700 | 457.01 |
| 2024-06-30 | $290k | 703 | 411.74 |
| 2024-03-31 | $309k | 703 | 439.68 |
| 2023-12-31 | $322k | 703 | 458.16 |
| 2023-09-30 | $307k | 703 | 437.26 |
| 2023-06-30 | $282k | 703 | 400.65 |
| 2022-12-31 | $293k | 729 | 401.24 |
| 2022-09-30 | $292k | 729 | 400.55 |
| 2022-06-30 | $288k | 750 | 384.00 |
| 2022-03-31 | $326k | 750 | 434.67 |
| 2021-12-31 | $365k | 750 | 486.67 |