[SCHEDULE 13G/A] FACTSET RESEARCH SYSTEMS INC Amended Passive Investment Disclosure
Baron Capital reports 10.21% stake in FactSet
FactSet Research Systems Inc. schedule amendment shows Baron Capital Group, Inc. and affiliated filers report beneficial ownership of 3,789,413 shares, equal to 10.21% of common stock.
FactSet Research Systems Inc. schedule amendment shows Baron Capital Group, Inc. and affiliated filers report beneficial ownership of 3,789,413 shares, equal to 10.21% of common stock.
The filing attributes shared voting power of 3,758,500 and shared dispositive power of 3,789,413, and states BAMCO and BCM are New York subsidiaries of BCG while Baron Partners Fund is a Delaware series. Signatures are dated 03/06/2026.
Positive
None.
Negative
None.
Insights
BCG-affiliated entities report a >10% passive stake in FDS.
The schedule amendment lists 3,789,413 shares (10.21%) beneficially owned by Baron Capital Group affiliates, with shared voting power of 3,758,500. The structure shows holdings across BAMCO, BCM and Baron Partners Fund under common control.
Timing: the signature dates are 03/06/2026; cash‑flow treatment is not stated in the excerpt.
Filing clarifies group/subsidiary relationships and voting/dispositive allocations.
The amendment explains that BAMCO and BCM are subsidiaries of BCG and that BPF is an advisory client, describing shared voting and dispositive powers. It also includes the required Item 6 advisory‑client disclosure about dividend/proceeds rights.
Investors should note the filing is an ownership disclosure; no transaction economics or intent are disclosed in the excerpt.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Baron Capital report in FDS?
Baron Capital affiliates report 3,789,413 shares, representing 10.21% of FactSet's common stock. The schedule amendment attributes shared voting power of 3,758,500 and shared dispositive power of 3,789,413.
Which entities are named as filers on the Schedule 13G/A for FDS?
The filing names Baron Capital Group, Inc., BAMCO, Inc., Baron Capital Management, Inc., Ronald Baron, and Baron Partners Fund with a shared address at 767 Fifth Avenue, New York, NY.
Does the filing state who controls the reported shares?
The amendment states BAMCO and BCM are subsidiaries of Baron Capital Group and that Ronald Baron owns a controlling interest in BCG. Baron Partners Fund is an advisory client of BAMCO.
Are proceeds or planned sales disclosed in this Schedule 13G/A?
No proceeds or planned sale instructions are disclosed in the excerpt. The form reports beneficial ownership and voting/dispositive power but does not describe any intended transactions or cash consideration.
What date is shown on the signatures for the FDS filing?
All signatures in the excerpt are dated 03/06/2026. The cover lists the reporting date 02/28/2026 for FactSet Research Systems Inc.'s common stock position.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 21)
FactSet Research Systems Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
02/28/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
BAMCO INC /NY/
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
3,439,511.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,470,424.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,470,424.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.35 %
12
Type of Reporting Person (See Instructions)
CO, IA
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
Baron Capital Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
3,758,500.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,789,413.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,789,413.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.21 %
12
Type of Reporting Person (See Instructions)
CO, HC
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
Baron Capital Management, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
318,989.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
318,989.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
318,989.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.86 %
12
Type of Reporting Person (See Instructions)
CO, IA
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
Ronald Baron
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
3,758,500.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,789,413.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,789,413.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.21 %
12
Type of Reporting Person (See Instructions)
IN, HC
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
Baron Partners Fund
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,875,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,875,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,875,000.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.05 %
12
Type of Reporting Person (See Instructions)
IV
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
FactSet Research Systems Inc.
(b)
Address of issuer's principal executive offices:
45 Glover Avenue, Norwalk, CT 06850
Item 2.
(a)
Name of person filing:
Baron Capital Group, Inc. ("BCG"),
BAMCO, Inc. ("BAMCO"),
Baron Capital Management, Inc. ("BCM"),
Ronald Baron
Baron Partners Fund ("BPF")
(b)
Address or principal business office or, if none, residence:
767 Fifth Avenue, 49th Floor,
New York, NY 10153
(c)
Citizenship:
BCG, BAMCO and BCM are New York corporations. Ronald Baron is a citizen of the United States. BPF is a series of a Delaware statutory trust.
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
303075105
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
3,789,413
(b)
Percent of class:
10.21 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
3,758,500
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
3,789,413
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts. To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
BAMCO and BCM are subsidiaries of BCG. BPF is an advisory client of BAMCO. Ronald Baron owns a controlling interest in BCG.
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Please see Item 3.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
