Position in FICO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$248,514
-$172,450 QoQ
Shares Held
208
-16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#634
of 840 holders
Holding Since
Jun 2024
8 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. FICO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
This page
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in FICO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,514 | 208 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $420,964 | 249 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $390,594 | 261 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $471,613 | 258 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $486,858 | 264 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $517,641 | 260 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $433,404 | 223 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $250,094 | 168 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||