Which superinvestors hold Fair Isaac Corp (FICO)?

Per the latest SEC 13F filings, 7 superinvestors hold Fair Isaac Corp (FICO): Dev Kantesaria, Chuck Akre, Nick Train, Nicolai Tangen, Terry Smith, Donald Yacktman, John Rogers. Combined value held is about $1.66B, with Dev Kantesaria the largest holder.

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Fair Isaac Corp

FICO

Held by 7 superinvestors.

Price$1133.70

Holders7

Total value$1.66B

SEC 10-K · fundamentals

Business quality

as of 2025-09-30

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +15.9%
Net margin: 32.7%
ROE: -37.3%
FCF margin: 38.7%

Revenue $1.29B → $1.99B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

7 holders · $1.66B combined · this quarter +1 opened / -1 exited

This quarter1 opened5 trimmed1 exited

Holders 6 → 7 · last 8q

Investor	Value	Shares	Weight (prev→now)
Dev Kantesaria	$803.1M	672,186	24.3% → 25.8% ▲
Chuck Akre	$432.3M	361,826	6.3% → 8.5% ▲
Nick Train	$270.2M	226,186	8.5% → 10.3% ▲
Nicolai Tangen	$123.8M	103,619	2.7% → 2.9% ▲
Terry Smith	$21.4M	17,953	New · 0.2%
Donald Yacktman	$7.4M	6,157	0.1% → 0.1% ▲
John Rogers	$242,540	203	0.0% → 0.0% ▼

Dev Kantesaria
Value$803.1MWeight (prev→now)24.3% → 25.8% ▲
Chuck Akre
Value$432.3MWeight (prev→now)6.3% → 8.5% ▲
Nick Train
Value$270.2MWeight (prev→now)8.5% → 10.3% ▲
Nicolai Tangen
Value$123.8MWeight (prev→now)2.7% → 2.9% ▲
Terry Smith
Value$21.4MWeight (prev→now)New · 0.2%
Donald Yacktman
Value$7.4MWeight (prev→now)0.1% → 0.1% ▲
John Rogers
Value$242,540Weight (prev→now)0.0% → 0.0% ▼

Exited this quarter (1)

Ray Dalio

SEC 13F · notes

Written summary

Fair Isaac Corp (FICO) is held by 7 of the superinvestors tracked on Compounder, with a combined $1.66B in reported 13F value. The largest position belongs to Dev Kantesaria, where it makes up 25.8% of the portfolio.

Other notable holders by value include Chuck Akre (8.5% of its book), Nick Train (10.3% of its book) and Nicolai Tangen (2.9% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in FICO, 0 added to existing ones, 5 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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