Evergreen Capital Management’s Fair Isaac FICO Stock Holding History

Evergreen 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	$279K	Sell	261 -9	-3%	-$12.3K	0.01%	1174
2025 Q4	$456K	Sell	270 -16	-6%	-$27.5K	0.01%	797
2025 Q3	$428K	Buy	286 +17	+6%	+$25.6K	0.01%	730
2025 Q2	$492K	Sell	269 -18	-6%	-$33.8K	0.01%	562
2025 Q1	$529K	Buy	287 +23	+9%	+$42.6K	0.02%	486
2024 Q4	$526K	Hold	264	–	–	0.02%	486
2024 Q3	$513K	Buy	264 +8	+3%	+$13.7K	0.02%	488
2024 Q2	$381K	Buy	256 +14	+6%	+$18.1K	0.01%	560
2024 Q1	$302K	Hold	242	–	–	0.01%	626
2023 Q4	$282K	Buy	242 +8	+3%	+$8.05K	0.01%	622
2023 Q3	$203K	Buy	+234	New	+$201K	0.01%	708

Other funds holding FICO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evergreen Capital Management reduced its Fair Isaac (FICO) stake by 3.3% in Q1 2026, selling an estimated $12.3K and leaving 261 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1174.

Evergreen Capital Management first reported a position in FICO in Q3 2023 and has held it in 11 quarters since. The position peaked at $529K in Q1 2025. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

Evergreen Capital Management held 261 shares of Fair Isaac worth $279K as of Q1 2026.
Evergreen Capital Management sold 9 Fair Isaac shares in Q1 2026, an estimated $12.3K.
Fair Isaac made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1174 holding.
Evergreen Capital Management first reported a position in Fair Isaac in Q3 2023 and has held it in 11 quarters since.
Evergreen Capital Management's Fair Isaac position peaked at $529K in Q1 2025.
850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.