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FICO —
FAIR ISAAC CORP
CUSIP: 303250104 · Held by 9 superinvestors · Combined value: $2,573,228,881
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Valley Forge Capital | 29.5% | $1,300,803,603 | 769,424 | ADD | +1,002 |
| 2 | Chuck Akre | 5.1% | $469,054,066 | 277,445 | ADD | +16,596 |
| 3 | Lindsell Train | 9.3% | $366,176,458 | 216,593 | REDUCE | -6,362 |
| 4 | Ken Griffin | 0.0% | $230,242,156 | 136,188 | REDUCE | -28,820 |
| 5 | AKO Capital | 2.9% | $190,677,000 | 112,785 | REDUCE | -10,861 |
| 6 | Ray Dalio | 0.0% | $9,149,635 | 5,412 | ADD | +2,583 |
| 7 | Yacktman Asset Mgmt | 0.1% | $4,639,061 | 2,744 | ADD | +210 |
| 8 | Jensen Investment Mgmt | 0.0% | $2,113,275 | 1,250 | REDUCE | -370 |
| 9 | John Rogers | 0.0% | $373,627 | 221 | REDUCE | -2 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Chuck Akre | ADD | +16,596 | +6.4% |
| Ray Dalio | ADD | +2,583 | +91.3% |
| Valley Forge Capital | ADD | +1,002 | +0.1% |
| Yacktman Asset Mgmt | ADD | +210 | +8.3% |
| AKO Capital | REDUCE | -10,861 | -8.8% |
| Jensen Investment Mgmt | REDUCE | -370 | -22.8% |
| John Rogers | REDUCE | -2 | -0.9% |
| Ken Griffin | REDUCE | -28,820 | -17.5% |
| Lindsell Train | REDUCE | -6,362 | -2.9% |
| AltaRock Partners | SOLD | -667 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jensen Investment Mgmt | NEW BUY | +1,620 | New |
| Ray Dalio | NEW BUY | +2,829 | New |
| Yacktman Asset Mgmt | NEW BUY | +2,534 | New |
| Chuck Akre | ADD | +251,701 | +2751.4% |
| Ken Griffin | ADD | +50,669 | +44.3% |
| AKO Capital | REDUCE | -29,627 | -19.3% |
| AltaRock Partners | REDUCE | -3 | -0.4% |
| John Rogers | REDUCE | -1 | -0.4% |
| Lindsell Train | REDUCE | -159 | -0.1% |
| Jim Simons | SOLD | -18,100 | Exit |
Who Owns FICO? Superinvestor Holdings
FAIR ISAAC CORP is held by 9 tracked superinvestors, with a combined position value of $2.6 billion . The largest positions are held by Valley Forge Capital (29.5% of portfolio), Chuck Akre (5.1% of portfolio), Lindsell Train (9.3% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 5 reduced or exited.