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Fair Isaac Corp

FICO
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0000814547

In the last 90 days, Fair Isaac Corp insiders filed 1 open-market purchase and 1 sale; 852 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; 4 superinvestors hold it, including Valley Forge Capital and Akre Capital Management.

Key figures

Market capClose on Nov 9, 2026
$15.5B
Insider buysLast 90 days, $20.5K in total
1
Insider sellsLast 90 days, $27.0K in total
1
13F holdersQ2 2026, +2 vs. previous quarter
852
13F valueReported value at the end of Q2 2026
$25.7B
Superinvestors holdingAt the end of Q2 2026
4

Price chart

From SEC filings, in USD.

Revenue, FY2026
$2.53B
+27.3% year over year
Net income, FY2026
$835.0M
+28.1% year over year
Free cash flow, FY2026
$1.07B
+39.0% year over year
Revenue, Q4 FY2026
$657.0M
+27.4% year over year

Revenue flow, FY2026

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest
2.43M
Shares sold short
Change
+180.4K
+8.0% vs. previous
Days to cover
1.69
At average daily volume

Superinvestors holding FICO, Q2 2026

Go to the superinvestors tab

4 superinvestors report holding Fair Isaac Corp on Form 13F. Percentages are the stock's share of each portfolio.

Valley Forge Capital

Dev Kantesaria

25.8%

Fair Isaac Corp's share of the portfolio

Shares
672,186
Value
$803.1M

Akre Capital Management

Chuck Akre

8.5%

Fair Isaac Corp's share of the portfolio

Shares
361,826
Value
$432.3M
Other superinvestors holding FICO (part 1)
SuperinvestorWeightValue
Lindsell Train10.3%$270.2M
Fundsmith0.2%$21.4M

Latest insider trades

See all insider trades

Open-market purchases and sales by Fair Isaac Corp insiders from Form 4, newest first.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Nov 6, 2026 (view filing)8:30 PM ETSep 15-Dec 11, 2025417 daysLateRey David ADirectorSSale−16$1,690.54−$27.0K−0.3%5.05K after2 lots
Nov 6, 2026 (view filing)8:30 PM ETOct 15, 2025-Sep 22, 2026387 daysLateRey David ADirectorPPurchase+16$1,278.79+$20.5K+0.3%5.06K after2 lots
Jul 31, 2026 (view filing)4:56 PM ETJul 292 daysManolis EvaDirectorSSale−967$1,400.00−$1.35M−66.0%498 after10b5-1
Feb 27, 2026 (view filing)Feb 252 daysManolis EvaDirectorSSale−520$1,227.63−$638.4K−60.2%344 after10b5-1
Feb 18, 2026 (view filing)Feb 135 daysRees JoannaDirectorSSale−358$1,360.00−$486.9K−3.1%11.2K after
Dec 19, 2025 (view filing)Dec 172 daysWeber Steven P.Executive Vice President & CFOSSale−1.43K$1,810.00−$2.58M−33.7%2.80K after
Dec 16, 2025 (view filing)Dec 124 daysManolis EvaDirectorSSale−521$1,825.83−$951.3K−60.2%344 after10b5-1
Dec 1, 2025 (view filing)Nov 265 daysMcMorris Marc FDirectorSSale−240$1,809.53−$434.3K−49.8%242 after
Nov 12, 2025 (view filing)Nov 102 daysLansing William JPresident and CEOSSale−2.40K$1,732.88−$4.16M−18.0%10.9K after15 lots
Oct 16, 2025 (view filing)Oct 142 daysLansing William JPresident and CEOSSale−1.07K$1,650.17−$1.76M−2.5%42.1K after6 lots10b5-1

Top 10 13F holders, Q2 2026

See all 852 holders

The largest institutional positions in Fair Isaac Corp at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding FICO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,085,336$2.49B0.04%−101,651−4.6%Reduced
Vanguard Capital Management LLC1,477,322$1.77B0.04%−25,072−1.7%Reduced
Capital Research Global Investors1,296,893$1.55B0.22%+177,436+15.9%Added
Vanguard Portfolio Management LLC1,255,104$1.50B0.07%−3840.0%Reduced
Capital International Investors1,247,685$1.49B0.31%+538,565+75.9%Added
State Street Corp1,054,495$1.26B0.04%+11,002+1.1%Added
Geode Capital Management, LLC731,782$873.7M0.05%−5,673−0.8%Reduced
Capital World Investors715,987$855.4M0.10%−16,678−2.3%Reduced
Valley Forge Capital Management, LPSuperinvestorValley Forge Capital672,186$803.1M25.77%−97,156−12.6%Reduced
Morgan Stanley579,682$692.6M0.04%−25,015−4.1%Reduced

Holders of 5% or more of FICO

See all 5 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Fair Isaac Corp.

Largest holders of FICO from 13D and 13G filings
HolderLatest formStakeChangeFirst filedLatest filingFiling
BlackRock, Inc.13G/A8.60%2.10M shares–Dec 6, 20242 filingsApr 17, 2025SEC
Vanguard Capital Management LLC13G7.31%1.74M sharesNewApr 29, 20261 filingApr 29, 2026SEC
Capital Research Global Investors13G5.60%1.30M sharesNewAug 12, 20261 filingAug 12, 2026SEC
Capital International Investors13G5.40%1.26M sharesNewAug 12, 20261 filingAug 12, 2026SEC
Vanguard Portfolio Management LLC13G5.31%1.26M sharesNewApr 29, 20261 filingApr 29, 2026SEC

4 members of Congress reported 10 trades in Fair Isaac Corp since 2020. Newest filings:

  1. Alan Armstrong

    Senate · OK · Jul 21, 2026

    Buy$1K-$15K

  2. Gilbert Ray Cisneros, Jr.

    House · CA · May 8, 2026

    Sell$1K-$15K

  3. Gilbert Ray Cisneros, Jr.

    House · CA · Apr 7, 2026

    Buy$1K-$15K

  4. Josh Gottheimer

    House · NJ · Mar 16, 2026

    Sell$1K-$15K

  5. Gilbert Ray Cisneros, Jr.

    House · CA · Mar 9, 2026

    Sell$1K-$15K