Fair Isaac Corp
FICO- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000814547
In the last 90 days, Fair Isaac Corp insiders filed 0 open-market purchases and 1 sale; 848 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.
13F holders, Q1 2023
Institutional positions in Fair Isaac Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 621
- +52 vs. Q4 2022
- Shares held
- 22.9M
- +1.07M (+4.9%) vs. Q4 2022
- Total value
- $15.6B
- +$2.63B (+20.3%) vs. Q4 2022
- New holders
- 100
- 191 more added
- Sold out
- 48
- 237 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FICO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 848 | $25.7B |
| Q1 2026 | 856 | $22.9B |
| Q4 2025 | 988 | $35.7B |
| Q3 2025 | 939 | $30.9B |
| Q2 2025 | 1,015 | $38.8B |
| Q1 2025 | 967 | $39.2B |
| Q4 2024 | 1,003 | $41.8B |
| Q3 2024 | 923 | $41.1B |
| Q2 2024 | 827 | $32.6B |
| Q1 2024 | 785 | $26.5B |
| Q4 2023 | 746 | $24.9B |
| Q3 2023 | 682 | $18.6B |
| Q2 2023 | 671 | $17.3B |
| Q1 2023 | 621 | $15.6B |
| Q4 2022 | 578 | $13.0B |
| Q3 2022 | 530 | $9.14B |
| Q2 2022 | 512 | $8.76B |
| Q1 2022 | 550 | $10.4B |
| Q4 2021 | 521 | $9.87B |
| Q3 2021 | 505 | $9.34B |
| Q2 2021 | 505 | $12.5B |
| Q1 2021 | 487 | $12.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Fair Isaac Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 30,216 | $0 | 0.00% | +30,216 | New |
| Sofos Investments, Inc. | 703 | $3 | 0.00% | +703 | New |
| True Wealth Design, LLC | 1 | $703 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1 | $703 | 0.00% | +1 | New |
| Ci Investments Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Penserra Capital Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Concord Wealth Partners | 2 | $1.41K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $1.41K | 0.00% | +2 | New |
| Rise Advisors, LLC | 3 | $2.11K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $2.81K | 0.00% | −2−33.3% | Reduced |
| Lee Financial Co | 4 | $2.81K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $2.81K | 0.00% | +4 | New |
| TD Waterhouse Canada Inc. | 5 | $3.45K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5 | $3.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $3.51K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 5 | $3.51K | 0.00% | +5 | New |
| Retirement Group, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $4.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $4.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $4.92K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $5.62K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 8 | $5.62K | 0.00% | +8 | New |
| Loomis Sayles & Co L P | 9 | $6.00K | 0.00% | +9 | New |
| CVA Family Office, LLC | 9 | $6.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $6.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $6.33K | 0.00% | +9 | New |
| Glassman Wealth Services | 10 | $7.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $7.03K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $7.73K | 0.00% | −3−21.4% | Reduced |
| Hartford Financial Management Inc. | 12 | $8.43K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $9.13K | 0.00% | +12+1,200.0% | Added |
| TCI Wealth Advisors, Inc. | 14 | $9.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $10.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $10.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 16 | $11.2K | 0.00% | −18−52.9% | Reduced |
| AdvisorNet Financial, Inc | 16 | $11.2K | 0.00% | +1+6.7% | Added |
| HM Payson & Co | 16 | $11.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $11.2K | 0.00% | +1+6.7% | Added |
| Logan Capital Management Inc | 17 | $11.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18 | $12.6K | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 19 | $13.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $14.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $14.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $15.5K | 0.00% | +10+83.3% | Added |
| Covestor Ltd | 22 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 23 | $16.2K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $17.6K | 0.01% | +25 | New |
| Hexagon Capital Partners LLC | 26 | $18.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $19.0K | 0.00% | −4−12.9% | Reduced |
| Sageworth Trust Co | 27 | $19.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $20.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $20.4K | 0.01% | +29 | New |
| Creative Financial Designs Inc | 30 | $21.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 32 | $22.5K | 0.00% | −2−5.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 34 | $23.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 34 | $23.9K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 39 | $29.3K | 0.00% | +1+2.6% | Added |
| Lindbrook Capital, LLC | 42 | $29.5K | 0.00% | −1−2.3% | Reduced |
| Altshuler Shaham Ltd | 43 | $30.2K | 0.00% | −13−23.2% | Reduced |
| BerganKDV Wealth Management, LLC | 43 | $30.2K | 0.00% | +24+126.3% | Added |
| Clear Street Markets LLC | 49 | $34.0K | 0.01% | +49 | New |
| Y.D. More Investments Ltd | 180 | $35.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 51 | $35.8K | 0.02% | +13+34.2% | Added |
| Ronald Blue Trust, Inc. | 61 | $37.0K | 0.00% | +4+7.0% | Added |
| City Holding Co | 53 | $37.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $37.9K | 0.00% | +26+92.9% | Added |
| BDO Wealth Advisors, LLC | 55 | $38.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $45.7K | 0.01% | −10−13.3% | Reduced |
| Huntington National Bank | 68 | $47.8K | 0.00% | +21+44.7% | Added |
| Capital Analysts, LLC | 74 | $52.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $58.3K | 0.00% | +83 | New |
| Pacifica Partners Inc. | 90 | $60.3K | 0.04% | +90 | New |
| Eagle Bay Advisors LLC | 93 | $65.3K | 0.04% | +6+6.9% | Added |
| Fifth Third Bancorp | 99 | $69.6K | 0.00% | −12−10.8% | Reduced |
| Sentry Investment Management LLC | 104 | $73.0K | 0.03% | +104 | New |
| IFP Advisors, Inc | 391 | $73.3K | 0.00% | −583−59.9% | Reduced |
| Fisher Asset Management, LLC | 110 | $77.3K | 0.00% | +110 | New |
| Pinebridge Investments, L.P. | 115 | $80.8K | 0.00% | +115 | New |
| Baker Avenue Asset Management, LP | 117 | $82.2K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 118 | $82.9K | 0.04% | +118 | New |
| Harbour Investments, Inc. | 130 | $91.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 131 | $92.0K | 0.01% | −62−32.1% | Reduced |
| Archer Investment Corp | 141 | $98.2K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 140 | $98.4K | 0.00% | +140 | New |
| Counterpoint Mutual Funds LLC | 142 | $99.8K | 0.09% | +142 | New |
| Benjamin Edwards Inc | 144 | $101.0K | 0.02% | +76+111.8% | Added |
| Ellevest, Inc. | 146 | $102.6K | 0.01% | +7+5.0% | Added |
| CWM, LLC | 146 | $103.0K | 0.00% | −32−18.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 148 | $104.0K | 0.00% | +148 | New |
| Sittner & Nelson, LLC | 150 | $105.4K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 160 | $112.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $113.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $127.2K | 0.02% | +3+1.7% | Added |
| Machina Capital S.A.S. | 195 | $137.0K | 0.12% | +195 | New |
| Parallel Advisors, LLC | 197 | $138.4K | 0.00% | +54+37.8% | Added |
| Stonebridge Capital Advisors LLC | 200 | $140.5K | 0.02% | 00.0% | Unchanged |