Position in FICO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$841,125
+$86,375 QoQ
Shares Held
704
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#439
of 840 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $4,911,554 across 11 Software - Application names. FICO ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
This page
|
704 | $841,125 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,146 | $659,975 | |
| 3 | CRM |
Salesforce, Inc.
|
4,190 | $656,405 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,915 | $652,814 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,382 | $518,692 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,384 | $335,963 | |
| 7 | SNOW |
Snowflake Inc.
|
1,074 | $273,333 | |
| 8 | DDOG |
Datadog, Inc.
|
1,046 | $272,336 |
All Filings in FICO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,125 | 704 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $754,750 | 707 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,212,174 | 717 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,067,025 | 713 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,310,647 | 717 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,320,418 | 716 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,417,542 | 712 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,385,729 | 713 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,091,187 | 733 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $909,716 | 728 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $855,547 | 735 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||