Fair Isaac (FICO) Superinvestor holders
26 of the superinvestors we track hold Fair Isaac (FICO) in their latest 13F filings, $3.5B in total.
Summary
The largest holder is Dev Kantesaria (Valley Forge Capital Management), with $803M, 25.8% of the portfolio.
In their latest quarter: 6 opened a new position, 7 added, 13 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Dev Kantesaria Valley Forge Capital Management |
Trimmed | 672,186 | $803M | 25.8% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
Trimmed | 373,500 | $446M | 7.7% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | 362,835 | $434M | 0.3% | Q2 2026 |
| Chuck Akre Akre Capital Management |
Trimmed | 361,826 | $432M | 8.5% | Q2 2026 |
| Alan Breed Edgewood Management |
Trimmed | 342,818 | $410M | 4.2% | Q2 2026 |
| Arrowstreet Capital | Added | 332,330 | $397M | 0.2% | Q2 2026 |
| Nick Train Lindsell Train |
Trimmed | 212,785 | $126M | 5.3% | Q3 2026 |
| Nicolai Tangen AKO Capital |
Trimmed | 103,619 | $124M | 2.9% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 84,749 | $101M | 0.1% | Q2 2026 |
| James Robillard Spyglass Capital Management |
Added | 74,948 | $90M | 4.8% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | 29,748 | $36M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 18,484 | $22M | 0.0% | Q2 2026 |
| Terry Smith Fundsmith LLP |
New position | 17,953 | $21M | 0.2% | Q2 2026 |
| Mark Donovan Boston Partners |
Added | 14,143 | $17M | 0.0% | Q2 2026 |
| David Vogel Voloridge Investment Management |
New position | 12,723 | $15M | 0.1% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 10,614 | $13M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 6,653 | $8M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
New position | 5,777 | $7M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
New position | 5,720 | $7M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 4,312 | $5M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 4,020 | $5M | 0.0% | Q2 2026 |
| Louis Bacon Moore Capital Management |
New position | 3,787 | $5M | 0.1% | Q2 2026 |
| Donald Yacktman Yacktman Asset Management |
Added | 7,394 | $4M | 0.1% | Q3 2026 |
| Paul Marshall Marshall Wace |
New position | 1,671 | $2M | 0.0% | Q2 2026 |
| Jensen Investment Management | Trimmed | 740 | $884,137 | 0.0% | Q2 2026 |
| John Rogers Ariel Investments |
Trimmed | 203 | $242,540 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 27 |
| Q1 2026 | 26 |
| Q4 2025 | 33 |
| Q3 2025 | 32 |
| Q2 2025 | 33 |
| Q1 2025 | 32 |
| Q4 2024 | 28 |
| Q3 2024 | 28 |
Questions about Fair Isaac
Which superinvestors own Fair Isaac?
26 of the superinvestors we track hold Fair Isaac (FICO) in their latest 13F filings, $3.5B in total. Dev Kantesaria, Michael Lowenstein, PRIMECAP Management, Chuck Akre, Alan Breed, Arrowstreet Capital.
Who is the largest superinvestor holder of FICO?
The largest holder is Dev Kantesaria (Valley Forge Capital Management), with $803M, 25.8% of the portfolio.
From Fair Isaac's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.