Curi Holdings adopts FactSet's Portfolio Analytics Suite to enhance investment decision-making and support long-term growth amidst industry challenges.
Quiver AI Summary
Curi Holdings is modernizing its investment operations by adopting FactSet's Portfolio Analytics Suite to enhance decision-making and support long-term growth. The firm will implement key offerings, including Whole Portfolio Analytics, FactSet Performance Solution, and Private Capital Data Aggregation Service, to address the common challenges faced by insurance companies such as disconnected systems and limited oversight. This strategic move is expected to unify data analytics across public and private assets, providing Curi's investment team with improved insights, risk visibility, and agility. FactSet emphasizes its growing presence in the asset owner space, showcasing its integration capabilities that help institutional investors streamline their technology and achieve a comprehensive view of their portfolios. Curi's leadership highlights the importance of integrating data and insights to navigate the complexities of the investment landscape effectively.
Potential Positives
- Curi Holdings is enhancing its investment operations by adopting FactSet's Portfolio Analytics Suite, which aligns with its strategic focus on creating a data-driven investment infrastructure.
- The integration of FactSet's analytics solutions will provide Curi's investment team with deeper insights and enhanced risk visibility, supporting the organization's long-term growth objectives.
- By tackling industry-wide challenges related to disconnected systems and operational inefficiencies, Curi can potentially improve portfolio performance and decision-making for its member-owners and clients.
Potential Negatives
- Curi's reliance on FactSet's Portfolio Analytics Suite highlights existing operational inefficiencies and structural challenges within their investment operations, suggesting potential weaknesses in their current systems.
- The press release indicates that Curi is responding to industry pressures, which may imply that their existing capabilities were inadequate prior to this adoption, raising concerns about their competitiveness in the market.
- The need to unify analytics and improve risk visibility suggests that Curi may have been operating with fragmented systems that could jeopardize decision-making and performance outcomes.
FAQ
What is Curi Holdings adopting from FactSet?
Curi Holdings is adopting FactSet's Portfolio Analytics Suite, which includes Whole Portfolio Analytics, Performance Solution, and Private Capital Data Aggregation Service.
How does FactSet's suite help Curi Holdings?
FactSet's suite provides integrated data and insights, enhancing decision-making, risk visibility, and agility for long-term growth in investment operations.
What challenges are insurance companies facing in investments?
Insurance companies face challenges like disconnected systems, limited portfolio oversight, unforeseen risks, and fragmented analytics affecting operational efficiency.
What is Whole Portfolio Analytics?
Whole Portfolio Analytics is FactSet's flagship tool that delivers real-time visibility into portfolio exposures, performance, and risk across all asset classes.
Why is Curi Holdings focused on building a data-driven infrastructure?
Curi Holdings aims to support informed decision-making and navigate complexities in investments by building a more connected, data-driven infrastructure.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$FDS Revenue
$FDS had revenues of $622.9M in Q3 2026. This is an increase of 6.39% from the same period in the prior year.
You can track FDS financials on Quiver Quantitative's FDS stock page.
You can access data on FDS stock through the Quiver Quantitative API.
$FDS Congressional Stock Trading
Members of Congress have traded $FDS stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FDS stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 05/15.
- SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 03/31, 03/26, 03/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$FDS Hedge Fund Activity
We have seen 337 institutional investors add shares of $FDS stock to their portfolio, and 378 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 13,854,753 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $3,006,342,853
- BAMCO INC /NY/ added 867,742 shares (+30.0%) to their portfolio in Q1 2026, for an estimated $188,291,336
- CITADEL ADVISORS LLC removed 609,471 shares (-70.2%) from their portfolio in Q1 2026, for an estimated $132,249,112
- AQR CAPITAL MANAGEMENT LLC removed 397,520 shares (-56.4%) from their portfolio in Q1 2026, for an estimated $86,257,864
- PINESTONE ASSET MANAGEMENT INC. removed 387,784 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $89,221,342
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 343,281 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $74,488,544
- EQUITY INVESTMENT CORP added 287,617 shares (+inf%) to their portfolio in Q1 2026, for an estimated $62,410,012
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FDS Price Targets
Multiple analysts have issued price targets for $FDS recently. We have seen 12 analysts offer price targets for $FDS in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Manav Patnaik from Barclays set a target price of $216.0 on 07/06/2026
- Ashish Sabadra from RBC Capital set a target price of $240.0 on 07/02/2026
- Surinder Thind from Jefferies set a target price of $253.0 on 07/02/2026
- David Motemeden from Evercore ISI Group set a target price of $275.0 on 07/02/2026
- Scott Wurtzel from Wolfe Research set a target price of $240.0 on 07/02/2026
- Alex Kramm from UBS set a target price of $340.0 on 07/02/2026
- Curtis Nagle from B of A Securities set a target price of $210.0 on 07/02/2026
Full Release
As insurance companies face growing pressure to modernize investment operations, Curi Holdings' is leveraging FactSet's Portfolio Analytics Suite to strengthen decision-making and position for long-term growth
NORWALK, Conn., July 21, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global intelligence and AI solutions provider to the financial markets, is expanding its footprint across buy-side insurance firms following Curi Holdings (Curi) deployment of its portfolio analytics suite. The full-service advisory firm is adopting three core offerings: Whole Portfolio Analytics (FactSet’s flagship tool for asset owners), FactSet Performance Solution, and Private Capital Data Aggregation Service.
Companies like Curi face a familiar set of structural challenges: disconnected systems, limited oversight of total portfolio impact, unforeseen risks, and fragmented analytics all contribute to operational inefficiencies, exposure to hidden risks, and suboptimal portfolio performance. Curi's adoption of FactSet’s solution reflects the organization's strategic focus on building a more connected, data-driven investment infrastructure. By unifying analytics across public and private assets within FactSet’s Portfolio Analytics Suite, Curi is positioning its investment team with deeper insights, enhanced risk visibility, and greater agility to support long-term growth objectives.
The adopted suite of FactSet’s solutions addresses industry-wide challenges across three core areas:
- Whole Portfolio Analytics delivers a unified platform with timely, plan-wide portfolio and market intelligence across asset classes, enabling real-time visibility into exposures, performance and risk, benchmarking against investment policies, and consistent, data-driven stakeholder engagement, all in one system.
- FactSet Performance Solution provides industry-leading performance analytics and attribution across 10+ models, helping teams identify performance drivers and clearly communicate results to stakeholders.
-
Private Capital Data Aggregation Service
enables asset owners to outsource the collection and management of private fund data by extracting and validating Net Asset Values, cash flows, and portfolio metrics from unstructured General Partner documents, unlocking deeper insights across public and private assets for performance, risk, and total portfolio analysis.
"Curi's adoption of our unified portfolio analytics solutions suite is a testament to FactSet's growing presence in the asset owner space. As institutional investors face increasing pressure to consolidate their tech stack and gain a single view of their portfolios, we are uniquely positioned to deliver the tools they need, from whole portfolio analytics to private capital data management, all within one, integrated platform", says David Mellars, Head of Portfolio and Risk at FactSet.
"At Curi, we are continually evolving our capabilities to better serve our member-owners, clients, and long-term mission," said Ben Remke, Curi’s Chief Financial Officer. "FactSet's portfolio analytics suite provides the integrated data and insights we need to make informed decisions, navigate an increasingly complex investment landscape, and continue building a resilient organization positioned for the future."
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our digital platform seamlessly integrates proprietary data, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth, and corporate sectors. With over 47 years of expertise, we leverage advanced data connectivity, AI, and next-generation tools to streamline workflows and enable smarter decision-making. As an S&P 500 company serving more than 9,100 global clients and over 247,000 individual users, we are dedicated to innovation and long-term client success.
Learn more at www.factset.com and follow us on X and LinkedIn.
About Curi
Curi (curi.com) is a full-service advisory firm comprised of three distinct businesses: Curi Insurance, its flagship medical malpractice liability insurer; Curi Advisory, its dedicated healthcare performance and optimization vertical; and Curi Capital, a registered investment advisor. As fierce healthcare advocates, business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. With exceptional accessibility and dedication, Curi’s trusted expertise, ability to form deep relationships, and holistic approach deliver outcomes that are proven, actionable, and meaningful—in medicine, business, and life.
Media Contacts:
FactSet Investor Relations:
Kevin Toomey
[email protected]
+1.212.209.5259
FactSet Media Relations:
Alexandra Shevchenko
[email protected]
+44 07518 131115
Curi Media Relations:
Jaime Askew
[email protected]
+1.919.878.7564
