Fair Isaac CORP (FICO) — Who's Buying and Selling (13F, Q2 2026)

FICO ranks #605 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FICO is a top-conviction position for AF Advisors, Inc. — at 73.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FICO belongs to BlackRock, Inc., but the position matters far more to AF Advisors, Inc., who has 73.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Capital Research Global Investors has added to its FICO position for two straight quarters, increasing it by $1.0B to reach $1.5B today.

David Shaw has trimmed its FICO position for two straight quarters, cutting it by $645.0M while still holding $80.4M.

FICO is down 0.6% today, but institutions show net buying of $17.6B this quarter — a divergence between today's price move and the underlying institutional flow.

FICO posted net income of $815.0M over the trailing twelve months, and currently trades at a P/E of 34.6.

• Profitable — net income of $815.0M over the trailing twelve months
• Revenue grew 24.1% year over year
• Net income improved year over year, from $632.6M to $815.0M
• Generated $778.8M in positive operating cash flow
• Current ratio of 0.83x — below the conventional 1.5x liquidity buffer