Position in FICO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$238,061
-$138,947 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FICO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Dougherty Wealth Advisers LLC holds $240,062 across 2 Software - Application names. FICO ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
This page
|
223 | $238,061 | |
| 2 | AZ |
A2z Cust2mate Solutions Corp.
|
300 | $2,001 |
All Filings in FICO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,061 | 223 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $377,008 | 223 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $333,726 | 223 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $407,635 | 223 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $411,247 | 223 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $443,977 | 223 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $433,404 | 223 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $331,971 | 223 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $278,663 | 223 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $323,594 | 278 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $241,451 | 278 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $224,960 | 278 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $195,347 | 278 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $193,939 | 324 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $133,491 | 324 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $129,891 | 324 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $151,133 | 324 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $140,509 | 324 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $128,929 | 324 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $162,868 | 324 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $157,480 | 324 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $194,706 | 381 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $162,069 | 381 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $159,273 | 381 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $117,229 | 381 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||