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Waverly Advisors’s Fair Isaac FICO Stock Holding History

Waverly Advisors’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 		$376K Buy
352
+7
+2% +$9.6K ﹤0.01% 1213
2025
Q4 		$584K Buy
345
+33
+11% +$56.8K ﹤0.01% 953
2025
Q3 		$467K Sell
312
-43
-12% -$64.7K ﹤0.01% 869
2025
Q2 		$649K Sell
355
-11
-3% -$20.7K 0.01% 734
2025
Q1 		$675K Buy
366
+12
+3% +$22.2K 0.01% 699
2024
Q4 		$705K Buy
354
+104
+42% +$222K 0.01% 595
2024
Q3 		$486K Sell
250
-1
-0.4% -$1.71K 0.01% 589
2024
Q2 		$374K Buy
+251
New +$324K 0.01% 628

Other funds holding FICO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's FICO Position: Q1 2026 in Review

Waverly Advisors increased its Fair Isaac (FICO) stake by 2% in Q1 2026, buying an estimated $9.6K and bringing the position to 352 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Waverly Advisors first reported a position in FICO in Q2 2024 and has held it in 8 quarters since. The position peaked at $705K in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Waverly Advisors held 352 shares of Fair Isaac worth $376K as of Q1 2026.
  • Waverly Advisors bought 7 Fair Isaac shares in Q1 2026, an estimated $9.6K.
  • Fair Isaac made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1213 holding.
  • Waverly Advisors first reported a position in Fair Isaac in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's Fair Isaac position peaked at $705K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.