FAIR ISAAC CORP (FICO)

Review FICO superinvestor holders, portfolio weights, exits, and quarterly 13F trends.

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FAIR ISAAC CORP (FICO)

FAIR ISAAC CORP (FICO) is held by 5 master funds in 2026 Q2, with a combined value of about $1.65B.

The highest portfolio weights for FAIR ISAAC CORP (FICO) come from: Dev Kantesaria-Valley Forge Capital Management 25.77%, Michael Lindsell; Nick Train-Lindsell Train 10.28%, Chuck Akre-Akre Capital Management 8.44%, Nicolai Tangen-AKO Capital 2.88%, Terry Smith-Fundsmith 0.16%.

Master Holdings

Dev KantesariaValley Forge Capital Management25.77%0.67$0.80B2018 Q22025 Q48.25-12.63%
Michael Lindsell; Nick TrainLindsell Train10.28%0.23$0.27B2022 Q12026 Q14.5-9.32%
Chuck AkreAkre Capital Management8.44%0.36$0.43B2025 Q22026 Q11.25-0.53%
Nicolai TangenAKO Capital2.88%0.10$0.12B2016 Q42026 Q19.75-18.55%
Terry SmithFundsmith0.16%0.02$0.02B2026 Q22026 Q20.25-

Exited Funds

MasterFundExited Shares (M)First OwnedLatest BuyHolding Years
No exited funds in this report period

Consensus Trend

Total Shares Held by Masters

Tracks combined shares held by all master funds in each report period.

Master Consensus Changes

Buy includes new positions and increases; sell includes reductions and exits.