Kovitz Investment Group Partners’s Fair Isaac FICO Stock Holding History

Kovitz Investment Group Partners’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	$500K	Buy	418 +3	+0.7%	+$3.36K	0.01%	394
2026 Q1	$443K	Hold	415	–	–	0.01%	409
2025 Q4	$702K	Sell	415 -207	-33%	-$356K	0.02%	357
2025 Q3	$931K	Sell	622 -85	-12%	-$128K	﹤0.01%	861
2025 Q2	$1.29M	Sell	707 -61	-8%	-$115K	0.01%	739
2025 Q1	$1.42M	Sell	768 -81	-10%	-$150K	0.01%	648
2024 Q4	$1.7M	Buy	+849	New	+$1.81M	0.01%	604

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's FICO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fair Isaac (FICO) stake by 0.72% in Q2 2026, buying an estimated $3.36K and bringing the position to 418 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #394.

Kovitz Investment Group Partners first reported a position in FICO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q4 2024. 848 funds tracked by Wall St. Rank hold FICO as of Q2 2026.

Kovitz Investment Group Partners held 418 shares of Fair Isaac worth $500K as of Q2 2026.
Kovitz Investment Group Partners bought 3 Fair Isaac shares in Q2 2026, an estimated $3.36K.
Fair Isaac made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #394 holding.
Kovitz Investment Group Partners first reported a position in Fair Isaac in Q4 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Fair Isaac position peaked at $1.7M in Q4 2024.
848 funds tracked by Wall St. Rank held Fair Isaac as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.