Sector: saas
Conviction from: S&PCitrini
52-week range: 870.011,998
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.
6 tracked filer(s) hold this · 2 opened, 0 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 60 — mean of 6 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Terry Smith / Fundsmith | 62 | New buy | 17,953 | $21,449,885 | 0.2% |
| Louis Bacon / Moore | 53 | New buy | 3,787 | $4,524,632 | 0.1% |
| Dev Kantesaria / Valley Forge | 63 | Trimmed -13% | 672,186 | $803,114,389 | 25.8% |
| Chuck Akre / Akre Capital | 43 | Trimmed -1% | 361,826 | $432,302,468 | 8.4% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -93% | 2,200 | $2,628,516 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -82% | 8,900 | $10,633,542 | 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 |
12 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $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 | 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 |