Dev Kantesaria’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $803M | Sell |
672,186
-97,156
| -13% | -$109M | 25.77% | 1 |
|
|
2026
Q1 | $821M | Sell |
769,342
-82
| -0% | -$112K | 24.33% | 1 |
|
|
2025
Q4 | $1.3B | Buy |
769,424
+1,002
| +0.1% | +$1.72M | 29.49% | 1 |
|
|
2025
Q3 | $1.15B | Hold |
768,422
| – | – | 27.66% | 1 |
|
|
2025
Q2 | $1.4B | Hold |
768,422
| – | – | 31.03% | 1 |
|
|
2025
Q1 | $1.42B | Sell |
768,422
-15,700
| -2% | -$29.1M | 32.29% | 1 |
|
|
2024
Q4 | $1.56B | Sell |
784,122
-24,671
| -3% | -$52.7M | 34.39% | 1 |
|
|
2024
Q3 | $1.57B | Sell |
808,793
-68,955
| -8% | -$118M | 34.93% | 1 |
|
|
2024
Q2 | $1.31B | Sell |
877,748
-3,000
| -0.3% | -$3.88M | 33.78% | 1 |
|
|
2024
Q1 | $1.1B | Sell |
880,748
-22,839
| -3% | -$28.6M | 30.02% | 1 |
|
|
2023
Q4 | $1.05B | Sell |
903,587
-39,461
| -4% | -$39.7M | 29.89% | 1 |
|
|
2023
Q3 | $819M | Hold |
943,048
| – | – | 27.94% | 1 |
|
|
2023
Q2 | $763M | Hold |
943,048
| – | – | 25.87% | 1 |
|
|
2023
Q1 | $663M | Sell |
943,048
-20,000
| -2% | -$13.3M | 25.09% | 1 |
|
|
2022
Q4 | $576M | Hold |
963,048
| – | – | 23.41% | 1 |
|
|
2022
Q3 | $397M | Hold |
963,048
| – | – | 18.83% | 2 |
|
|
2022
Q2 | $386M | Buy |
963,048
+63,918
| +7% | +$25.2M | 17.26% | 3 |
|
|
2022
Q1 | $419M | Buy |
899,130
+4,648
| +0.5% | +$2.19M | 15.95% | 3 |
|
|
2021
Q4 | $388M | Buy |
894,482
+169,771
| +23% | +$67.4M | 14.67% | 4 |
|
|
2021
Q3 | $288M | Buy |
724,711
+53,202
| +8% | +$25.3M | 11.46% | 4 |
|
|
2021
Q2 | $338M | Buy |
671,509
+5,508
| +0.8% | +$2.79M | 13.11% | 4 |
|
|
2021
Q1 | $324M | Buy |
666,001
+319,723
| +92% | +$152M | 15.31% | 4 |
|
|
2020
Q4 | $177M | Buy |
346,278
+6,000
| +2% | +$2.79M | 16.44% | 3 |
|
|
2020
Q3 | $145M | Hold |
340,278
| – | – | 15.71% | 4 |
|
|
2020
Q2 | $142M | Hold |
340,278
| – | – | 17.29% | 3 |
|
|
2020
Q1 | $105M | Buy |
340,278
+7,200
| +2% | +$2.65M | 22.17% | 2 |
|
|
2019
Q4 | $125M | Hold |
333,078
| – | – | 24.26% | 1 |
|
|
2019
Q3 | $101M | Hold |
333,078
| – | – | 22.56% | 2 |
|
|
2019
Q2 | $105M | Hold |
333,078
| – | – | 24.8% | 1 |
|
|
2019
Q1 | $90.5M | Hold |
333,078
| – | – | 23.95% | 1 |
|
|
2018
Q4 | $62.3M | Hold |
333,078
| – | – | 23.56% | 2 |
|
|
2018
Q3 | $76.1M | Buy |
333,078
+14,000
| +4% | +$3.04M | 25.33% | 1 |
|
|
2018
Q2 | $61.7M | Buy |
+319,078
| New | +$57.8M | 23.98% | 1 |
|
Other funds holding FICO
Dev Kantesaria's FICO Position: Q2 2026 in Review
Dev Kantesaria reduced its Fair Isaac (FICO) stake by 13% in Q2 2026, selling an estimated $109M and leaving 672,186 shares worth $803M. The position accounts for 25.77% of the portfolio, ranked #1.
Dev Kantesaria first reported a position in FICO in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.57B in Q3 2024. 840 funds tracked by Wall St. Rank hold FICO as of Q2 2026.
- Dev Kantesaria held 672,186 shares of Fair Isaac worth $803M as of Q2 2026.
- Dev Kantesaria sold 97,156 Fair Isaac shares in Q2 2026, an estimated $109M.
- Fair Isaac made up 25.77% of Dev Kantesaria's portfolio in Q2 2026, its #1 holding.
- Dev Kantesaria first reported a position in Fair Isaac in Q2 2018 and has held it in 33 quarters since.
- Dev Kantesaria's Fair Isaac position peaked at $1.57B in Q3 2024.
- 840 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.
Based on Valley Forge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.