Follow-The-Filings

Security · featured owners

FICO Fair Isaac Corp.

COM Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #129
  • Max 25.8%
  • Master 0.10%
  • $1.7B
  • 1 new 7 reduce

Who owns this now

Largest portfolio weights among featured holders · max 25.8% (Dev Kantesaria - Valley Forge Capital Management) · not free-float ownership

  1. Dev Kantesaria reduce 25.8%
  2. Lindsell Train reduce 10.3%
  3. Chuck Akre reduce 8.4%
  4. Ako Capital reduce 2.9%
  5. Terry Smith new 0.16%
  6. Don Yacktman 0.09%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dev Kantesaria - Valley Forge Capital Management 2026 Q2 25.8% Reduce −12.6% 672,186 $803M history
Chuck Akre - Akre Capital Management 2026 Q2 8.4% Reduce −0.5% 361,826 $432M history
Lindsell Train 2026 Q2 10.3% Reduce −9.3% 226,186 $270M history
Ako Capital 2026 Q2 2.9% Reduce −18.5% 103,619 $124M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.05% Reduce −48.6% 29,748 $36M history
Terry Smith - Fundsmith 2026 Q2 0.16% New 0.16% 17,953 $21M history
Don Yacktman - Yacktman Asset Management 2026 Q2 0.09% Hold 6,157 $7M history
Jensen Investment Management 2026 Q2 0.02% Reduce −40.8% 740 $884K history
John Rogers - Ariel Investments 2026 Q2 <0.01% Reduce −0.5% 203 $243K history

9 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Q3-26 10-Q Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Q2-26 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Q1 2026 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 22, 2026 Filing Doc
4 Period Jul 29, 2026 Filing Doc
4 Period Jul 5, 2026 · 2 forms Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period May 23, 2026 Filing Doc
4 Period May 15, 2026 Filing Doc
4 Period Mar 4, 2026 · 7 forms Filing Doc
4 Period Feb 25, 2026 Filing Doc
4 Period Feb 24, 2026 Filing Doc
4 Period Feb 13, 2026 Filing Doc
4 Period Jan 9, 2026 Filing Doc
4 Period Dec 17, 2025 Filing Doc
4 Period Dec 12, 2025 Filing Doc
4 Period Dec 9, 2025 · 4 forms Filing Doc

Updated 12 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.51B $1.72B $1.99B
Gross profit * $1.2B $1.37B $1.64B
Gross margin * 79.4% 79.7% 82.2%
Net income $429.38M $512.81M $651.95M
Net margin * 28.4% 29.9% 32.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $556.45M $617.41M $705.16M
Total non-current assets * $1.02B $1.1B $1.16B
Total assets $1.58B $1.72B $1.87B
Total current liabilities $367.69M $380.28M $849.22M
Total non-current liabilities * $1.9B $2.3B $2.76B
Total equity -$0.688B -$0.963B -$1.75B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $468.92M $632.96M $778.81M
Cash from investing -$15.95M -$27.99M -$43.72M
Cash from financing -$455M -$592.92M -$750.33M
Net change in cash $3.58M $13.89M -$16.53M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders