Position in FICO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,698,977
+$127,559 QoQ
Shares Held
1,422
-3.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#354
of 837 holders
Holding Since
Dec 2021
19 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, 2026Accretive Wealth Partners, LLC holds $9,317,315 across 7 Software - Application names. FICO ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,826 | $3,544,232 | |
| 2 | FICO |
Fair Isaac Corp
This page
|
1,422 | $1,698,977 | |
| 3 | UBER |
Uber Technologies, Inc
|
21,653 | $1,562,480 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,162 | $809,176 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,590 | $757,471 | |
| 6 | INTU |
Intuit Inc.
|
2,070 | $540,270 | |
| 7 | ADBE |
Adobe Inc.
|
1,974 | $404,709 |
All Filings in FICO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,698,977 | 1,422 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,571,418 | 1,472 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,498,736 | 1,478 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,321,118 | 1,551 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,809,574 | 1,537 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,860,292 | 1,551 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,145,669 | 1,580 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,202,920 | 1,648 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,545,608 | 1,710 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,175,571 | 1,741 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,081,249 | 1,788 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,643,258 | 1,892 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,619,229 | 2,001 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,382,893 | 1,968 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,192,371 | 1,992 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $808,363 | 1,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $813,426 | 2,029 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $996,825 | 2,137 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $901,599 | 2,079 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||