FICO
Fair Isaac Corp
8 of the 83 super-investors we track hold FICO, worth a combined $1.70B per their latest 13F filings. The largest position: Valley Forge Capital Management at 25.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 65 of 100 (how strongly the cohort backs it) — ranked #17 of 742 stocks. The stock is up 22.4x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Valley Forge Capital Management (32q straight), Lindsell Train (17q straight), AKO Capital (38q straight) and 4 more. All multibaggers the cohort held →
Why super-investors own FICO
FICO is held by 8 super-investors in our cohort, with a combined position value of $1.7B. The highest-conviction owner is Valley Forge Capital Management at 25.8% of their portfolio. Cohort ownership has shrunk from 9 to 8 over the last four quarters — net interest is fading.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Fair Isaac: Mortgage Pricing Is Doing The WorkSeeking Alpha ·
- What Are Wall Street Analysts' Target Price for Fair Isaac Stock?Barchart.com ·
- Why Is Fair Isaac (FICO) Up 1.5% Since Last Earnings Report?Yahoo Finance ·
- First-time homebuyer payments rise 57% to $2,563, FICO report saysStock Titan ·
- Fair Isaac (FICO) After New Partnerships, Is The Pullback A Buying Opportunitysimplywall.st ·
- Is FICO Stock a Buy on the Dip?The Motley Fool ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Valley Forge Capital Management | 25.8% | 33q | $803M | 672,186 |
| 2 | Chuck Akre | 8.5% | 5q | $432M | 361,826 |
| 3 | Lindsell Train | 10.3% | 18q | $270M | 226,186 |
| 4 | AKO Capital | 2.9% | 39q | $124M | 103,619 |
| 5 | Joel Greenblatt | <0.1% | 37q | $59M | 49,125 |
| 6 | Yacktman Asset Management | 0.1% | 4q | $7M | 6,157 |
| 7 | Jensen Investment Management | <0.1% | 4q | $884K | 740 |
| 8 | John Rogers | <0.1% | 33q | $243K | 203 |
- 1Valley Forge Capital Managementport25.8%val$803M672,186 sh·33q held
- 2Chuck Akreport8.5%val$432M361,826 sh·5q held
- 3Lindsell Trainport10.3%val$270M226,186 sh·18q held
- 4AKO Capitalport2.9%val$124M103,619 sh·39q held
- 5Joel Greenblattport<0.1%val$59M49,125 sh·37q held
- 6Yacktman Asset Managementport0.1%val$7M6,157 sh·4q held
- 7Jensen Investment Managementport<0.1%val$884K740 sh·4q held
- 8John Rogersport<0.1%val$243K203 sh·33q held
Owners of FICO also hold
Congress is trading FICO
Congress tracker →- Michael T. McCaulsold$15,001 - $50,000 · 2026-06-15
- Michael T. McCaulbought$15,001 - $50,000 · 2026-04-22
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-02-10
- Josh Gottheimersold$1,001 - $15,000 · 2026-02-04
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Long US equity 13F-HR filings only. CUSIP 303250104. Not investment advice.