FFM
FICO icon

Forum Financial Management’s Fair Isaac FICO Stock Holding History

Forum Financial 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 – 574
2025
Q4 		$419K Hold
248
– – 0.01% 572
2025
Q3 		$371K Sell
248
-27
-10% -$40.6K 0.01% 613
2025
Q2 		$503K Hold
275
– – 0.01% 405
2025
Q1 		$507K Buy
275
+6
+2% +$11.1K 0.01% 367
2024
Q4 		$536K Buy
269
+1
+0.4% +$2.14K 0.01% 357
2024
Q3 		$521K Hold
268
– – 0.01% 317
2024
Q2 		$399K Buy
268
+4
+2% +$5.17K 0.01% 386
2024
Q1 		$330K Hold
264
– – 0.01% 459
2023
Q4 		$307K Hold
264
– – 0.01% 443
2023
Q3 		$229K Hold
264
– – 0.01% 533
2023
Q2 		$214K Buy
+264
New +$198K ﹤0.01% 588

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

Forum Financial Management's FICO Position: Q1 2026 in Review

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

Forum Financial Management first reported a position in FICO in Q2 2023 and held it in 11 quarters. The position peaked at $536K in Q4 2024. 854 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Forum Financial Management reported no remaining Fair Isaac position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 248 Fair Isaac shares in Q1 2026, an estimated $419K.
  • Forum Financial Management first reported a position in Fair Isaac in Q2 2023 and held it in 11 quarters.
  • Forum Financial Management's Fair Isaac position peaked at $536K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.