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
Financials
See financial statementsFrom 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 dataFrom 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 tab4 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
| Superinvestor | Weight | Value |
|---|---|---|
| Lindsell Train | 10.3% | $270.2M |
| Fundsmith | 0.2% | $21.4M |
Latest insider trades
See all insider tradesOpen-market purchases and sales by Fair Isaac Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)8:30 PM ET | Sep 15-Dec 11, 2025 | 417 daysLate | Rey David ADirector | SSale | −16 | $1,690.54 | −$27.0K | −0.3%5.05K after | 2 lots |
| Nov 6, 2026 (view filing)8:30 PM ET | Oct 15, 2025-Sep 22, 2026 | 387 daysLate | Rey David ADirector | PPurchase | +16 | $1,278.79 | +$20.5K | +0.3%5.06K after | 2 lots |
| Jul 31, 2026 (view filing)4:56 PM ET | Jul 29 | 2 days | Manolis EvaDirector | SSale | −967 | $1,400.00 | −$1.35M | −66.0%498 after | 10b5-1 |
| Feb 27, 2026 (view filing) | Feb 25 | 2 days | Manolis EvaDirector | SSale | −520 | $1,227.63 | −$638.4K | −60.2%344 after | 10b5-1 |
| Feb 18, 2026 (view filing) | Feb 13 | 5 days | Rees JoannaDirector | SSale | −358 | $1,360.00 | −$486.9K | −3.1%11.2K after | |
| Dec 19, 2025 (view filing) | Dec 17 | 2 days | Weber Steven P.Executive Vice President & CFO | SSale | −1.43K | $1,810.00 | −$2.58M | −33.7%2.80K after | |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Manolis EvaDirector | SSale | −521 | $1,825.83 | −$951.3K | −60.2%344 after | 10b5-1 |
| Dec 1, 2025 (view filing) | Nov 26 | 5 days | McMorris Marc FDirector | SSale | −240 | $1,809.53 | −$434.3K | −49.8%242 after | |
| Nov 12, 2025 (view filing) | Nov 10 | 2 days | Lansing William JPresident and CEO | SSale | −2.40K | $1,732.88 | −$4.16M | −18.0%10.9K after | 15 lots |
| Oct 16, 2025 (view filing) | Oct 14 | 2 days | Lansing William JPresident and CEO | SSale | −1.07K | $1,650.17 | −$1.76M | −2.5%42.1K after | 6 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 852 holdersThe largest institutional positions in Fair Isaac Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,085,336 | $2.49B | 0.04% | −101,651−4.6% | Reduced |
| Vanguard Capital Management LLC | 1,477,322 | $1.77B | 0.04% | −25,072−1.7% | Reduced |
| Capital Research Global Investors | 1,296,893 | $1.55B | 0.22% | +177,436+15.9% | Added |
| Vanguard Portfolio Management LLC | 1,255,104 | $1.50B | 0.07% | −3840.0% | Reduced |
| Capital International Investors | 1,247,685 | $1.49B | 0.31% | +538,565+75.9% | Added |
| State Street Corp | 1,054,495 | $1.26B | 0.04% | +11,002+1.1% | Added |
| Geode Capital Management, LLC | 731,782 | $873.7M | 0.05% | −5,673−0.8% | Reduced |
| Capital World Investors | 715,987 | $855.4M | 0.10% | −16,678−2.3% | Reduced |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 672,186 | $803.1M | 25.77% | −97,156−12.6% | Reduced |
| Morgan Stanley | 579,682 | $692.6M | 0.04% | −25,015−4.1% | Reduced |
Holders of 5% or more of FICO
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Fair Isaac Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.60%2.10M shares | – | Dec 6, 20242 filings | Apr 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.31%1.74M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Capital Research Global Investors | 13G | 5.60%1.30M shares | New | Aug 12, 20261 filing | Aug 12, 2026 | SEC |
| Capital International Investors | 13G | 5.40%1.26M shares | New | Aug 12, 20261 filing | Aug 12, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.31%1.26M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in FICO4 members of Congress reported 10 trades in Fair Isaac Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| May 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Mar 16, 2026 | Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Mar 9, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |

Senate · OK · Jul 21, 2026
Buy$1K-$15K

House · CA · May 8, 2026
Sell$1K-$15K

House · CA · Apr 7, 2026
Buy$1K-$15K

House · NJ · Mar 16, 2026
Sell$1K-$15K

House · CA · Mar 9, 2026
Sell$1K-$15K