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Bourgeon Capital Management’s Fair Isaac FICO Stock Holding History

Bourgeon Capital Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-248
Closed -$419K – 118
2025
Q4 		$419K Hold
248
– – 0.07% 97
2025
Q3 		$371K Buy
+248
New +$373K 0.07% 89

Other funds holding FICO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's FICO Position: Q1 2026 in Review

Bourgeon Capital Management sold out of Fair Isaac (FICO) in Q1 2026, closing a stake of 248 shares — an estimated $419K sold.

Bourgeon Capital Management first reported a position in FICO in Q3 2025 and held it in 2 quarters. The position peaked at $419K in Q4 2025. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Bourgeon Capital Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 248 Fair Isaac shares in Q1 2026, an estimated $419K.
  • Bourgeon Capital Management first reported a position in Fair Isaac in Q3 2025 and held it in 2 quarters.
  • Bourgeon Capital Management's Fair Isaac position peaked at $419K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.