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 Q2	$458K	Buy	383 +122	+47%	+$137K	0.01%	962
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.12B AUM 11.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's FICO Position: Q2 2026 in Review

Evergreen Capital Management increased its Fair Isaac (FICO) stake by 47% in Q2 2026, buying an estimated $137K and bringing the position to 383 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #962.

Evergreen Capital Management first reported a position in FICO in Q3 2023 and has held it in 12 quarters since. The position peaked at $529K in Q1 2025. 846 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Evergreen Capital Management held 383 shares of Fair Isaac worth $458K as of Q2 2026.
Evergreen Capital Management bought 122 Fair Isaac shares in Q2 2026, an estimated $137K.
Fair Isaac made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #962 holding.
Evergreen Capital Management first reported a position in Fair Isaac in Q3 2023 and has held it in 12 quarters since.
Evergreen Capital Management's Fair Isaac position peaked at $529K in Q1 2025.
846 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.