FDS FACTSET RESH SYS INC

Ownership history in L. Roy Papp & Associates, LLP  ·  76 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported FACTSET RESH SYS INC (FDS) in 76 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.18% in 2023 Q4. The latest visible filing shows FDS at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L. Roy Papp & Associates, LLP's position in FACTSET RESH SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDS was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L. Roy Papp & Associates, LLP held FDS — position size vs. price
% of Fund (quarterly)    FDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,381 -2,193 -12.5% 0.38% $3.3M 2026-04-14 $223.55
2025 Q4 REDUCED 17,574 -329 -1.8% 0.56% $5.1M 2026-01-28 $268.47
2025 Q3 REDUCED 17,903 -888 -4.7% 0.58% $5.1M 2025-10-09 $280.51
2025 Q2 ADDED 18,791 +483 +2.6% 1.00% $8.4M 2025-07-24 $416.41
2025 Q1 REDUCED 18,308 -545 -2.9% 1.02% $8.3M 2025-04-10 $410.73
2024 Q4 REDUCED 18,853 -200 -1.0% 1.06% $9.1M 2025-01-29 $456.93
2024 Q3 REDUCED 19,053 -222 -1.2% 1.06% $8.8M 2024-10-24 $448.11
2024 Q2 REDUCED 19,275 -310 -1.6% 0.95% $7.9M 2024-07-24 $394.70
2024 Q1 REDUCED 19,585 -369 -1.8% 1.06% $8.9M 2024-04-15 $414.08
2023 Q4 REDUCED 19,954 -367 -1.8% 1.18% $9.5M 2024-01-19 $451.55
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L. Roy Papp & Associates, LLP and FDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has L. Roy Papp & Associates, LLP reported owning FDS?

L. Roy Papp & Associates, LLP reported FDS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDS position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for FDS was 1.18% in 2023 Q4.

What is the latest reported FDS position on this page?

The most recent filing on this page is 2026 Q1, when L. Roy Papp & Associates, LLP reported 15,381 shares, equal to 0.38% of portfolio, with an estimated market value of $3.3M.

What does the chart on this FDS ownership page compare?

The chart compares L. Roy Papp & Associates, LLP's quarterly FDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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