Position in FICO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$997,641
+$14,437 QoQ
Shares Held
835
-9.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#417
of 837 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $4,808,102 across 8 Software - Application names. FICO ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,633 | $1,128,077 | |
| 2 | FICO |
Fair Isaac Corp
This page
|
835 | $997,641 | |
| 3 | SNOW |
Snowflake Inc.
|
3,237 | $823,816 | |
| 4 | MSTR |
Strategy Inc
|
6,104 | $530,620 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,490 | $445,767 | |
| 6 | SHOP |
Shopify Inc.
|
3,688 | $421,095 | |
| 7 | ADBE |
Adobe Inc.
|
1,153 | $236,388 | |
| 8 | WK |
Workiva Inc
|
4,632 | $224,698 |
All Filings in FICO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,641 | 835 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $983,204 | 921 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,617,923 | 957 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,430,682 | 956 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,390,971 | 1,308 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,430,602 | 1,318 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,681,782 | 1,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,617,921 | 1,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,154,091 | 1,447 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,933,146 | 1,547 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,917,124 | 1,647 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,686,685 | 1,942 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,598,189 | 1,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,054,035 | 1,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $897,870 | 1,500 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $644,383 | 1,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $627,007 | 1,564 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $729,543 | 1,564 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $678,259 | 1,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $622,362 | 1,564 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $786,191 | 1,564 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $760,182 | 1,564 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $799,266 | 1,564 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||