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FICO Fair Isaac

Information Technology, filed as FAIR ISAAC CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 5

  • 9 Owners
  • #128
  • Max 25.8%
  • Master 0.10%
  • $1.7B
  • 1 new 5 reduce 2 small

In 2026 Q2, 1 manager opened a position and 5 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns FICO

Sorted by value, long equity only, as of 2026 Q2.

History
Dev Kantesaria, Valley Forge Capital Management 25.8% Reduce −12.6% 672,186 $803M History
Chuck Akre, Akre Capital Management 8.4% Small trim −0.5% 361,826 $432M History
Lindsell Train 10.3% Reduce −9.3% 226,186 $270M History
Ako Capital 2.9% Reduce −18.5% 103,619 $124M History
Ron Baron, Bamco Inc. (Baron Capital) 0.05%, was 0.18% Reduce −48.6% 29,748 $36M History
Terry Smith, Fundsmith 0.16% New 0.16% 17,953 $21M History
Don Yacktman, Yacktman Asset Management 0.09% Hold 6,157 $7.4M History
Jensen Investment Management 0.02% Reduce −40.8% 740 $884K History
John Rogers, Ariel Investments <0.01% Small trim −0.5% 203 $243K History

9 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FICO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FICO insider trades
  • None no insider bought on the open market
  • $7.7M sold by 4 insiders outside a trading plan
  • $2.9M sold by 1 insider under 10b5-1 plans
  1. Eva Manolis Director
    Planned sale
    $1.4M 967 shares at $1,400.00 66% of stake
    Traded Jul 29 Filed Jul 31
    ↗
  2. Eva Manolis Director
    Planned sale
    $638K 520 shares at $1,227.63 60% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  3. Joanna Rees Director
    Sale
    $487K 358 shares at $1,360.00 3.1% of stake
    Traded Feb 13 Filed Feb 18
    ↗
  4. Steven P. Weber CFO
    Sale
    $2.6M 1,426 shares at $1,810.00 34% of stake
    Traded Dec 17, 2025 Filed Dec 19, 2025
    ↗
  5. Eva Manolis Director
    Planned sale
    $951K 521 shares at $1,825.83 60% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗
  6. Marc F McMorris Director
    Sale
    $434K 240 shares at $1,809.53 50% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  7. William J Lansing CEO
    Sale
    $4.2M 2,400 shares at $1,732.88 18% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗
  8. William J Lansing CEO
    Planned sale
    $1.8M 1,069 shares at $1,650.17 2.5% of stake
    Traded Oct 14, 2025 Filed Oct 16, 2025
    ↗
  9. William J Lansing CEO
    Planned sale
    $8.1M 4,942 shares at $1,631.34 10% of stake
    Traded Oct 14, 2025 Filed Oct 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 option exercises, 20 share withholdings for taxes, and 4 gifts.

Congress

3 members of Congress traded FICO in the last three years: 4 buys and 4 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Apr 14 filed May 8
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 13 filed Apr 7
  4. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Feb 4 filed Mar 16
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Feb 10 filed Mar 9
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Dec 19, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 2.05 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
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
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Q2-26 Filing Doc
SCHEDULE 13G/A — 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
DEF 14A Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.