Ron Baron FDS Holdings History

Number of Shares
3.76 Mil
Current Holdings Value*
$815.14 Mil
% of Portfolio
2.46%
Total Estimate Gain
$1.01 Bil
% of Total Estimate Gain
123.76%

Ron Baron's FactSet Research Systems Inc Holding Summary

As of 2026-03-31, Baron Funds held 3.76 Mil shares of FactSet Research Systems Inc(FDS), totaling $815.14 Mil. This investment constitutes 2.46% of their stock portfolio, and Baron Funds now holds 10.31% of the outstanding FactSet Research Systems Inc(FDS) stock.

The initial trade took place in 2009Q1. And since then Ron Baron has made 23 purchases of FDS, at an average price of $111.83, for a total of 7.32 Mil shares. In addition, there have been 45 sales at an average price of $213.01 for 3.57 Mil shares. Based on historical transaction data and FDS's current price of $285.57, Ron Baron's estimated gain on his FDS holdings is $1.01 Bil, reflecting a 123.76% gain to date.

Ron Baron FDS ($285.57) Holding Chart

Ron Baron FDS ($285.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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