Position in FICO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,296,366
-$284,945 QoQ
Shares Held
1,922
-20.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#317
of 840 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in FICO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. FICO ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
This page
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in FICO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,296,366 | 1,922 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,581,311 | 2,418 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,786,991 | 3,423 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,731,391 | 4,498 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,600,551 | 4,705 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,982,902 | 4,871 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,841,167 | 4,943 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,896,403 | 5,092 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,155,258 | 6,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,762,576 | 6,212 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,121,413 | 6,118 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,542,089 | 6,381 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,491,299 | 6,786 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,946,234 | 7,039 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,259,495 | 7,116 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,938,455 | 7,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,838,772 | 7,081 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,659,934 | 9,990 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $3,942,493 | 9,091 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $3,339,428 | 8,392 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,010,883 | 7,979 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,810,632 | 7,840 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $3,797,026 | 7,430 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,949,584 | 6,934 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,731,055 | 6,533 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,815,986 | 5,902 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||