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

FICO ranks #605 out of 37696 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.

ASR Vermogensbeheer N.V. has added to its FICO position for two straight quarters, increasing it by $1.2M to reach $2.0M today.

Congress Asset Management Co has trimmed its FICO position for two straight quarters, cutting it by $24.7M while still holding $5.6M.

FICO is up 0.2% today, and institutions have been net buyers of $17.6B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

FICO posted net income of $815.0M over the trailing twelve months, and currently trades at a P/E of 23.2.

• 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