Sector: saas
Conviction from: S&PCitrini
Fair Isaac Corporation (FICO) develops the FICO credit score and provides analytics and decision-management software used by lenders and businesses for credit scoring and fraud detection.
4 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 65 — mean of 4 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| KENSICO CAPITAL MANAGEMENT CORP (auto-surfaced) | 94 | Added +26% | 385,000 | $411,002,900 | 8.4% |
| Chuck Akre / Akre Capital | 43 | Added +31% | 363,765 | $388,333,688 | 6.3% |
| Dev Kantesaria / Valley Forge | 69 | Holds (flat) | 769,342 | $821,303,359 | 24.3% |
| Bridgewater | 55 | Trimmed -96% | 227 | $242,332 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
6 disclosed trade(s) by 3 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-04-14 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-02-04 | Josh Gottheimer NJ05 | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
10 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |