Guru Ownership Trend
Guru Analysis for Fair Isaac Corporation (FICO)
Fair Isaac Corporation (FICO), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.08 B.
Top institutional holders include Dev Kantesaria and Chuck Akre.
Notably, Dev Kantesaria has expressed high conviction in this stock, allocating 25.77% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $133.09 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 48.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Fair Isaac Corporation (FICO)
Major holders include Dev Kantesaria ($803.11 M), Chuck Akre ($388.33 M), Cliff Asness ($21.72 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.09 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $133.09 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited FICO. The total reported sell value was $175.14 M.
Yes, 3 managers opened new positions in FICO, and 2 increased their existing holdings. The total reported buy value was $42.05 M.