Vanguard (FDS) reports 2,735,013 shares, a 7.37% holding
Rhea-AI Filing Summary
FactSet Research Systems Inc ownership filing shows Vanguard Capital Management reports beneficial ownership of 2,735,013 shares of Common Stock, representing 7.37% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and discloses holdings include shares held for funds and client accounts.
The filing is reported on behalf of affiliated Vanguard investment divisions and notes no single other person holds more than 5% of the class.
Positive
- None.
Negative
- None.
Insights
Vanguard holds a >7% stake via managed funds and client accounts.
Vanguard Capital Management reports beneficial ownership of 2,735,013 shares or 7.37% as of 03/31/2026, with sole dispositive power. The filing clarifies holdings span Vanguard funds and client mandates, reflecting portfolio management rather than an individual strategic stake.
Cash flow treatment and any planned dispositions are not included in the excerpt; subsequent disclosures would show trading or block activity if executed.
Schedule 13G disclosure consistent with passive/manager reporting conventions.
The filing cites SEC Release No. 34-39538 and lists affiliated Vanguard entities exercising voting or dispositive power for pooled vehicles. It states sole voting power for 326,377 shares and sole dispositive power for 2,735,013 shares.
Beneficial ownership cross-references and beneficiary lists are not provided here; voting alignment across funds is not described in the excerpt.