FICO fund manager activity
Fair Isaac Corporation · NYSE. Reported by 16 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Trimmed | 103,619 | $123,802,000 | 2.88% | Aug 12, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 361,826 | $432,302,468 | 8.47% | Aug 14, 2026 |
| John Rogers - Ariel Investments | No change | 203 | $242,540 | 0.00% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 29,748 | $35,542,315 | 0.05% | Aug 14, 2026 |
| Terry Smith - Fundsmith | New | 17,953 | $21,449,885 | 0.16% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 4,020 | $4,803,016 | 0.01% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 740 | $884,137 | 0.02% | Aug 7, 2026 |
| Lindsell Train | Trimmed | 226,186 | $270,242,509 | 10.3% | Jul 15, 2026 |
| Valley Forge Capital Management | Trimmed | 672,186 | $803,114,389 | 25.8% | Aug 14, 2026 |
| Yacktman Asset Management | No change | 6,157 | $7,356,260 | 0.09% | Aug 11, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Added | 127,212 | $135,804,000 | 2.66% | May 15, 2026 |
| Chuck Akre - Akre Capital Management | Added | 363,765 | $388,333,688 | 6.35% | May 14, 2026 |
| John Rogers - Ariel Investments | Trimmed | 204 | $217,778 | 0.00% | May 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 57,929 | $61,841,525 | 0.19% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Sold out | — | — | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 1,934 | $2,064,622 | 0.01% | May 15, 2026 |
| Jensen Investment Management | No change | 1,250 | $1,334,425 | 0.03% | May 5, 2026 |
| Lindsell Train | Added | 249,422 | $266,267,962 | 8.49% | Apr 24, 2026 |
| Valley Forge Capital Management | Trimmed | 769,342 | $821,303,359 | 24.3% | May 15, 2026 |
| Yacktman Asset Management | Added | 6,157 | $6,572,844 | 0.09% | May 1, 2026 |