Security

FICO

Fair Isaac Corp. · COM

CUSIP 303250104 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 14
rank #140
master % 0.07%
max % 24.3%
tracked value $7B
qoq N 0 A 4 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 24.3% Reduce -5.16 pp 769,342 $821M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 10.3% Reduce +1.79 pp 226,186 $270M hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 6.3% Add +1.19 pp 363,765 $388M hist
Ako Capital LLP 2026 Q1 2.7% Add -0.24 pp 127,212 $136M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.25 pp 191,578 $205M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.1% Add +0.02 pp 6,157 $7M hist
Vanguard Group Inc. 2025 Q4 0.1% Reduce 0.00 pp 3,000,648 $5.1B hist
Jensen Investment Management Inc. 2026 Q1 0.0% — 1,250 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.06 pp 22,578 $24M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.18 pp 9,340 $10M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 1,934 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 16,845 $18M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.03 pp 227 $242 hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.0% Reduce 0.00 pp 204 $218 hist

14 tracked managers · options excluded

financials

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

Income statement

line 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

line 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 -$687.99M -$962.68M -$1.75B

Cash flow

line 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 · CIK 0000814547

ownership over time

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