Position in FICO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,372,542
+$14,563,686 QoQ
Shares Held
58,900
+12.7% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#52
of 840 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FICO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. FICO ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
997,437 | $156,258,480 | |
| 2 | NOW |
ServiceNow, Inc.
|
984,634 | $97,754,463 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,250,165 | $90,211,906 | |
| 4 | FICO |
Fair Isaac Corp
This page
|
58,900 | $70,372,542 | |
| 5 | ADP |
Automatic Data Processing Inc
|
193,798 | $43,401,062 | |
| 6 | INTU |
Intuit Inc.
|
118,380 | $30,897,180 | |
| 7 | ADBE |
Adobe Inc.
|
149,964 | $30,745,619 | |
| 8 | ROP |
Roper Technologies Inc
|
68,647 | $23,229,458 |
All Filings in FICO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,372,542 | 58,900 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $55,808,856 | 52,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,175,112 | 45,649 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,870,946 | 44,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,326,152 | 43,396 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,573,659 | 43,149 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $83,820,148 | 42,101 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $60,836,063 | 31,302 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $141,378,040 | 94,970 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,649,173 | 2,120 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,154,582 | 1,851 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||