Polen Capital Management
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Polen Capital Management’s Fair Isaac FICO Stock Holding History

Polen 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
2023
Q4 		– Sell
-871
Closed -$756K – 111
2023
Q3 		$756K Buy
871
+258
+42% +$221K ﹤0.01% 95
2023
Q2 		$496K Sell
613
-1,937
-76% -$1.45M ﹤0.01% 97
2023
Q1 		$1.79M Sell
2,550
-9
-0.4% -$5.99K ﹤0.01% 86
2022
Q4 		$1.53M Sell
2,559
-4,952
-66% -$2.61M ﹤0.01% 83
2022
Q3 		$3.1M Sell
7,511
-173
-2% -$78.5K 0.01% 69
2022
Q2 		$3.08M Sell
7,684
-1,169
-13% -$461K 0.01% 70
2022
Q1 		$4.13M Buy
8,853
+1,114
+14% +$526K 0.01% 71
2021
Q4 		$3.36M Buy
7,739
+1,563
+25% +$621K 0.01% 73
2021
Q3 		$2.46M Buy
+6,176
New +$2.94M ﹤0.01% 75

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Polen Capital Management's FICO Position: Q4 2023 in Review

Polen Capital Management sold out of Fair Isaac (FICO) in Q4 2023, closing a stake of 871 shares — an estimated $756K sold.

Polen Capital Management first reported a position in FICO in Q3 2021 and held it in 9 quarters. The position peaked at $4.13M in Q1 2022. 744 funds tracked by Wall St. Rank hold FICO as of Q4 2023.

  • Polen Capital Management reported no remaining Fair Isaac position as of Q4 2023 after selling out during the quarter.
  • Polen Capital Management sold 871 Fair Isaac shares in Q4 2023, an estimated $756K.
  • Polen Capital Management first reported a position in Fair Isaac in Q3 2021 and held it in 9 quarters.
  • Polen Capital Management's Fair Isaac position peaked at $4.13M in Q1 2022.
  • 744 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2023.

Based on Polen Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.