FactSet Patents – Key Insights and Stats

FactSet has a total of 56 patents globally, out of which 24 have been granted. Of these 56 patents, more than 66% patents are active. United States of America is where FactSet has filed the maximum number of patents, followed by Canada and Europe, it has generated an annual revenue of $1.59 billion in the year 2021. Parallelly, United States of America seems to be the main focused R&D center and is also the origin country of FactSet.

FactSet was founded in the year 1978 by Howard Wille and Charles Snyder. Company is doing business in financial data and software. As of March 2022, FactSet has a market cap of $15.41 Billion.

Do read about some of the most popular patents of FactSet which have been covered by us in this article and also you can find FactSet’s patents information, the worldwide patent filing activity and its patent filing trend over the years, and many other stats over FactSet’s patent portfolio.

How many patents does the founder and the CEO of FactSet have?

The founders, Howard Wille and Charles Snyder have 0 patents respectively. The CEO, Philip Snow has 0 patents.

How many patents does FactSet have?

FactSet has a total of 56 patents globally. These patents belong to 22 unique patent families. Out of 56 patents, 37 patents are active.

How many FactSet patents are Alive/Dead?

Worldwide Patents

FactSet Worldwide Legal Trends

Patent Families

FactSet patent portfolio

How Many Patents did FactSet File Every Year?

FactSet Patent Filing Trend

Are you wondering why there is a drop in patent filing for the last two years? It is because a patent application can take up to 18 months to get published. Certainly, it doesn’t suggest a decrease in the patent filing.

Year of Patents Filing or GrantFactSet Applications FiledFactSet Patents Granted
201167
201237
20134
20141
20151
20163
20178
20183
201911
20203
20213

How Many Patents did FactSet File in Different Countries?

FactSet Worldwide Filing

Countries in which FactSet Filed Patents

CountryPatents
United States Of America35
Canada4
Europe2
Australia1
Sweden1
France1

Where are Research Centers of FactSet Patents Located?

FactSet R&D Centers

10 Best FactSet Patents

US6338067B1 is the most popular patent in the FactSet portfolio. It has received 155 citations so far from companies like Oracle, IBM, and Accenture.

Below is the list of 10 most cited patents of FactSet:

Publication NumberCitation Count
US6338067B1155
US6405204B1148
US8296221B146
US7630931B141
US7882014B237
US8108299B135
US7870059B235
US20150142520A132
US7778897B130
US7882013B227

Which Companies are using FactSet Patents to Advance their Research?

If patents or patents from a particular technology area of a company receive a lot of citations, it implies that the technology is being followed and incrementally innovated by the citing companies. It also indicates that citing companies are working on similar and closely related technologies.

The top citing companies in the FactSet patent portfolio are Trading Technologies International, IBM, and Chicago Mercantile Exchange.

List of the top forward citing Companies –

CompanyNumber of Patents
Trading Technologies International4
IBM4
Chicago Mercantile Exchange3
JPMorgan Chase Bank3
SAP2
Morgan Stanley2
Fidessa Trading2
Toronto Dominion Bank1
Diakont Advanced Technologies1
Microsoft1

Count of 102 and 103 Type Rejections based on FactSet Patents

FactSet patent portfolio

Top FactSet Patents used in Rejecting Most Patent Applications

Patent NumberCount of Rejected Applications
US8296221B15
US7630931B15
US20150142520A14
US8108299B14
US7778897B14
US7870059B24
US7908203B23
US7882013B23
US7711617B22
US8301548B12
US8301537B12
US6405204B12
US6338067B12
US8095455B22
US8433645B11

What Percentage of FactSet US Patent Applications were Granted?

FactSet (Excluding its subsidiaries) has filed 4 patent applications at USPTO so far (Excluding Design and PCT applications). Out of these 3 have been granted leading to a grant rate of 100%.

Below are the key stats of FactSet patent prosecution at the USPTO.

Which Law Firms Filed Most US Patents for FactSet?

Law FirmTotal ApplicationSuccess Rate
Glenn Patent Group2100.00%
Hunton Andrews Kurth Llp Hak Ny2100.00%

List of FactSet Patents

FactSet PatentsTitle
US20210357775A1Method and system for mapping labels in standardized tables using machine learning
US20210216542A1Systems and method for dynamically updating materiality distributions and classifications
US20190333078A1Methods of assessing long-term indicators of sentiment
US20190205341A1Systems and methods for measuring collected content significance
US10303938B2Identifying a structure presented in portable document format (PDF)
US20150142520A1Crowd-based sentiment indices
US8433645B1Methods and systems related to securities trading
US8412620B1Methods and systems related to trading engines
US8412617B1Methods and systems related to securities trading
US8374955B1Methods and systems related to trading engines
US8301537B1System and method for estimating portfolio risk using an infinitely divisible distribution
US8301548B1Methods and systems related to securities trading
US8296221B1Methods and systems related to securities trading
US8170941B1System and method for generating random vectors for estimating portfolio risk
US8156036B1Methods and systems related to trading engines
US8108299B1Methods and systems related to trading engines
US8095455B2Coordination of algorithms in algorithmic trading engine
US7908203B2Coordination of algorithms in algorithmic trading engine
US7904376B2Rich graphical control interface for algorithmic trading engine
US7890409B2System and method for providing reallocation and reverse optimization of a financial portfolio using a parametric leptokurtic distribution
US7882013B2Drag-and-drop graphical control interface for algorithmic trading engine
US7882014B2Display of market impact in algorithmic trading engine
US7870059B2Display of selected items in visual context in algorithmic trading engine
US7870062B2Coordination of algorithms in algorithmic trading engine with fast switching and safe mode
US7778897B1Risk management system and method for determining risk characteristics explaining heavy tails of risk factors
US7711617B2System and method for providing optimization of a financial portfolio using a parametric leptokurtic distribution
US20100094775A1List execution and cash balancing
US7630931B1System and method for the valuation of derivatives
US20050251466A1Arrangements and methods for computer based decision support
US6405204B1Alerts by sector/news alerts
US6338067B1Product/service hierarchy database for market competition and investment analysis
US62380854P0Systems and methods for measuring collected content significance
US62446312P0Methods of assessing long-term indicators of sentiment
US62164458P0Crowd-based sentiment indices
US62878739P0Point In Time Aliasing and Multi Pipeline Architecture
EP3563257A4Identifying a structure presented in portable document format (PDF)
EP1591940A1Arrangements and methods for computer based decision support
CA3148823A1Systems, methods, and devices for generating real-time analytics
CA3050005A1Methods of assessing long-term indicators of sentiment
CA3048180A1Identifying a structure presented in portable document format (PDF)
CA3035539A1Systems and methods for measuring collected content significance
WO2021231195A1Method and system for mapping labels in standardized tables using machine learning
WO2021146175A1Systems and method for dynamically updating materiality distributions and classifications
WO2021016623A1Systems, methods, and devices for generating real-time analytics
WO2018125669A4Identifying a structure presented in portable document format (PDF)
WO2018132840A1Methods of assessing long-term indicators of sentiment
WO2018044955A1Systems and methods for measuring collected content significance
WO2016187504A1Crowd-based sentiment indices
WO2008027785A2Determining portfolio performance measures by weight-based action detection
WO2008027784A3Hypothetical-portfolio-return determination
WO2008027786A2Portfolio-performance assessment
WO2005008424A3Providing optimization of a financial portfolio using a parametric leptokurtic distribution
WO2000072177A8Alerts by sector/news alerts
AU2017386386A1Identifying a structure presented in portable document format (PDF)
FR2915300A1Probabilistic simulation electronic device for decision making assisting system, has random value generator transmitting values to control unit, where device receives data and algorithm to execute simulation program and transmits result
SE0401108D0System and method for computer based decision support

Related Articles

Weo Llc Patents – Insights & Stats (Updated 2024)

Weo Llc has a total of 47 patents globally, out of which 9 have been granted. Of these 47 patents, more than 87% patents are active. The United States of America is where Weo Llc has filed the maximum number of patents, followed by Brazil and Australia. Parallelly, France seems

Read More »

Fortephest Patents – Insights & Stats (Updated 2024)

Fortephest has a total of 23 patents globally. Of these 23 patents, more than 91% patents are active. Argentina is where Fortephest has filed the maximum number of patents, followed by New Zealand and Australia. Parallelly, The United States of America seems to be the main focused R&D center and

Read More »

Was this article helpful?

Leave a Comment

Fill the form to get the details:

Our comprehensive report provides an in-depth look into the patent portfolio. The report includes a breakdown of the patent portfolio across various technologies, listing the patent along with brief summaries of each patent's technology.