Position in FICO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,968,901
-$4,086,063 QoQ
Shares Held
6,528
-0.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FICO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. FICO ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
This page
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in FICO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,968,901 | 6,528 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,054,964 | 6,539 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,875,601 | 6,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,545,289 | 6,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,815,067 | 6,949 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $651,034 | 327 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $495,597 | 255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $403,426 | 271 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,929 | 180 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $237,458 | 204 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||