Dev Kantesaria's FICO Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 768,422 shares of Fair Isaac Corporation (FICO) worth $1.15 B, representing 27.66% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in FICO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 319,723 shares. Largest reduction occurred in Q3 2024, reducing 68,955 shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Fair Isaac Corporation (FICO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fair Isaac Corporation (FICO) Trades by Dev Kantesaria
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +319,078 | New Buy | 319,078 | $193.32 |
| Q3 2018 | +14,000 | Add 4.39% | 333,078 | $228.55 |
| Q1 2020 | +7,200 | Add 2.16% | 340,278 | $307.69 |
| Q4 2020 | +6,000 | Add 1.76% | 346,278 | $511.04 |
| Q1 2021 | +319,723 | Add 92.33% | 666,001 | $486.05 |
| Q2 2021 | +5,508 | Add 0.83% | 671,509 | $502.68 |
| Q3 2021 | +53,202 | Add 7.92% | 724,711 | $397.93 |
| Q4 2021 | +169,771 | Add 23.43% | 894,482 | $433.67 |
| Q1 2022 | +4,648 | Add 0.52% | 899,130 | $466.46 |
| Q2 2022 | +63,918 | Add 7.11% | 963,048 | $400.90 |
| Q1 2023 | -20,000 | Reduce 2.08% | 943,048 | $702.69 |
| Q4 2023 | -39,461 | Reduce 4.18% | 903,587 | $1164.01 |
| Q1 2024 | -22,839 | Reduce 2.53% | 880,748 | $1249.61 |
| Q2 2024 | -3,000 | Reduce 0.34% | 877,748 | $1488.66 |
| Q3 2024 | -68,955 | Reduce 7.86% | 808,793 | $1943.52 |
| Q4 2024 | -24,671 | Reduce 3.05% | 784,122 | $1990.93 |
| Q1 2025 | -15,700 | Reduce 2.00% | 768,422 | $1844.16 |
Dev Kantesaria's Fair Isaac Corporation Investment FAQs
Dev Kantesaria first purchased Fair Isaac Corporation (FICO) in Q2 2018, acquiring 319,078 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Fair Isaac Corporation (FICO) for 30 quarters since Q2 2018.
Dev Kantesaria's largest addition to Fair Isaac Corporation (FICO) was in Q1 2021, adding 666,001 shares worth $323.71 M.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 768,422 shares of Fair Isaac Corporation (FICO), valued at approximately $1.15 B.
As of the Q3 2025 filing, Fair Isaac Corporation (FICO) represents approximately 27.66% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in Fair Isaac Corporation (FICO) was 963,048 shares, as reported at the end of Q2 2022.