Cyndeo Wealth Partners, LLC

Position in FICO — Fair Isaac Corp

CIK 1950947 ST. PETERSBURG, FL

Position in FICO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$538,845

+$53,115 QoQ

Shares Held

451

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#507

of 840 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. FICO ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,358	$5,231,024
2	INTU	Intuit Inc.	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc	1,529	$573,864
4	FICO	Fair Isaac Corp This page	451	$538,845
5	CRM	Salesforce, Inc.	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,845	451	-0.9%	Shares	Sole	2026-07-21
2026-03-31	$485,730	455	-4.6%	Shares	Sole	2026-04-13
2025-12-31	$806,425	477	0.0%	Shares	Sole	2026-01-07
2025-09-30	$713,844	477	-6.3%	Shares	Sole	2025-10-10
2025-06-30	$930,431	509	-2.5%	Shares	Sole	2025-07-24
2025-03-31	$962,651	522	+0.6%	Shares	Sole	2025-04-17
2024-12-31	$1,033,292	519	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$1,010,630	520	0.0%	Shares	Sole	2024-10-18
2024-06-30	$774,103	520	-1.1%	Shares	Sole	2024-07-30
2024-03-31	$657,294	526	-0.2%	Shares	Sole	2024-04-17
2023-12-31	$613,433	527	0.0%	Shares	Sole	2024-01-12
2023-09-30	$457,715	527	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$424,835	525	-12.1%	Shares	Sole	2023-07-27
2023-03-31	$419,505	597	-0.8%	Shares	Sole	2023-04-25
2022-12-31	$360,345	602	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.