Position in FICO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$719,257
-$127,302 QoQ
Shares Held
602
-24.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#472
of 837 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FICO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. FICO ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
This page
|
602 | $719,257 |
All Filings in FICO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,257 | 602 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $846,559 | 793 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,349,114 | 798 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,249,602 | 835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,349,034 | 738 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,401,561 | 760 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,461,342 | 734 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,426,543 | 734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,126,915 | 757 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $944,705 | 756 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $886,975 | 762 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $682,664 | 786 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $636,039 | 786 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $575,503 | 819 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $483,652 | 808 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $294,999 | 716 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $287,044 | 716 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $321,857 | 690 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $284,921 | 657 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $274,571 | 690 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $266,923 | 531 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $229,901 | 473 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||