Position in FICO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$403,834
+$62,222 QoQ
Shares Held
338
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#103
of 198 holders
Holding Since
Mar 2023
14 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,503,045 across 17 Software - Application names. FICO ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTA |
Intapp, Inc.
|
21,256 | $535,863 | |
| 2 | PTRN |
Pattern Group Inc.
|
20,408 | $514,077 | |
| 3 | CRM |
Salesforce, Inc.
|
2,956 | $463,086 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,170 | $439,123 | |
| 5 | ADBE |
Adobe Inc.
|
2,023 | $414,754 | |
| 6 | FICO |
Fair Isaac Corp
This page
|
338 | $403,834 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,416 | $390,817 | |
| 8 | SAP |
Sap SE
|
2,071 | $319,161 |
All Filings in FICO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,834 | 338 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $341,612 | 320 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $730,347 | 432 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $637,521 | 426 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $789,678 | 432 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $809,585 | 439 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $885,963 | 445 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $870,696 | 448 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $665,431 | 447 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $534,833 | 428 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $464,439 | 399 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $323,093 | 372 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $276,749 | 342 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $211,509 | 301 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||