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Cavalier Investments’s Fair Isaac FICO Stock Holding History

Cavalier Investments’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
2025
Q2 		– Sell
-1,628
Closed -$3M – 76
2025
Q1 		$3M Sell
1,628
-2
-0.1% -$3.7K 1.02% 28
2024
Q4 		$3.25M Buy
1,630
+48
+3% +$103K 1.08% 19
2024
Q3 		$3.07M Buy
1,582
+69
+5% +$118K 0.94% 27
2024
Q2 		$2.25M Sell
1,513
-3,901
-72% -$5.04M 0.69% 41
2024
Q1 		$6.77M Buy
5,414
+2,685
+98% +$3.36M 2.47% 7
2023
Q4 		$3.18M Buy
2,729
+48
+2% +$48.3K 1.17% 25
2023
Q3 		$2.33M Buy
2,681
+69
+3% +$59.2K 0.91% 31
2023
Q2 		$2.11M Buy
+2,612
New +$1.96M 0.77% 33
2023
Q1 		– Sell
-1,517
Closed -$908K – 77
2022
Q4 		$908K Sell
1,517
-93
-6% -$48.9K 0.33% 49
2022
Q3 		$663K Sell
1,610
-488
-23% -$222K 0.24% 63
2022
Q2 		$841K Sell
2,098
-1,006
-32% -$397K 0.29% 72
2022
Q1 		$1.45M Sell
3,104
-1,037
-25% -$490K 0.38% 56
2021
Q4 		$1.8M Buy
4,141
+504
+14% +$200K 0.47% 64
2021
Q3 		$1.45M Buy
3,637
+712
+24% +$339K 0.46% 88
2021
Q2 		$1.47M Hold
2,925
– – 0.53% 76
2021
Q1 		$1.42M Buy
2,925
+416
+17% +$198K 0.62% 64
2020
Q4 		$1.28M Buy
2,509
+627
+33% +$292K 0.59% 67
2020
Q3 		$801K Sell
1,882
-1,114
-37% -$473K 0.54% 57
2020
Q2 		$1.25M Buy
2,996
+1,496
+100% +$546K 0.72% 49
2020
Q1 		$462K Hold
1,500
– – 0.27% 68
2019
Q4 		$562K Hold
1,500
– – 0.24% 76
2019
Q3 		$455K Hold
1,500
– – 0.2% 86
2019
Q2 		$471K Buy
+1,500
New +$435K 0.2% 80

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cavalier Investments's FICO Position: Q2 2025 in Review

Cavalier Investments sold out of Fair Isaac (FICO) in Q2 2025, closing a stake of 1,628 shares — an estimated $3M sold.

Cavalier Investments first reported a position in FICO in Q2 2019 and held it in 23 quarters. The position peaked at $6.77M in Q1 2024. 1,013 funds tracked by Wall St. Rank hold FICO as of Q2 2025.

  • Cavalier Investments reported no remaining Fair Isaac position as of Q2 2025 after selling out during the quarter.
  • Cavalier Investments sold 1,628 Fair Isaac shares in Q2 2025, an estimated $3M.
  • Cavalier Investments first reported a position in Fair Isaac in Q2 2019 and held it in 23 quarters.
  • Cavalier Investments's Fair Isaac position peaked at $6.77M in Q1 2024.
  • 1,013 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2025.

Based on Cavalier Investments's 13F filing for Q2 2025, filed 30 Jul 2025.