FICONYSEServices-Business Services, NECFiscal year ends September 30
FAIR ISAAC CORP
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$781.07+9.88 (+1.28%)
Close on Oct 19, 2026
- Market cap
- $17.73B
- P/E (TTM)
- 22.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
22M of 22M shares
Institutional holders
844
114 new, 110 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 21 sales
Net sold $10.60M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,101,659 | 8.60% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 1,735,904 | 7.31% | 13G (passive) | Mar 31, 2026 |
| Capital Research Global Investors | 1,296,893 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,260,989 | 5.31% | 13G (passive) | Mar 31, 2026 |
| Capital International Investors | 1,257,692 | 5.40% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FICO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,085,336 | 9.66% | $2.49B | −101,651 | 0.04% |
| Vanguard Capital Management LLC | 1,477,322 | 6.84% | $1.77B | −25,072 | 0.04% |
| Capital Research Global Investors | 1,296,893 | 6.00% | $1.55B | +177,436 | 0.22% |
| Vanguard Portfolio Management LLC | 1,255,104 | 5.81% | $1.50B | −384 | 0.07% |
| Capital International Investors | 1,247,685 | 5.78% | $1.49B | +538,565 | 0.31% |
| State Street Corp | 1,054,495 | 4.88% | $1.26B | +11,002 | 0.04% |
| Geode Capital Management, LLC | 731,782 | 3.39% | $873.73M | −5,673 | 0.05% |
| Capital World Investors | 715,987 | 3.32% | $855.45M | −16,678 | 0.10% |
| Valley Forge Capital Management, LP | 672,186 | 3.11% | $803.11M | −97,156 | 25.77% |
| Morgan Stanley | 579,682 | 2.68% | $692.60M | −25,015 | 0.04% |
| Principal Financial Group Inc | 415,795 | 1.93% | $496.82M | −7,027 | 0.24% |
| Kensico Capital Management Corp | 373,500 | 1.73% | $446.25M | −11,500 | 7.65% |
| Primecap Management Co/Ca/ | 362,835 | 1.68% | $433.51M | +73,788 | 0.26% |
| Akre Capital Management LLC | 361,826 | 1.68% | $432.30M | −1,939 | 8.44% |
| Edgewood Management LLC | 342,818 | 1.59% | $409.59M | −194,697 | 4.22% |
| Arrowstreet Capital, Limited Partnership | 332,330 | 1.54% | $397.06M | +156,413 | 0.18% |
| Invesco Ltd. | 284,011 | 1.32% | $339.33M | +34,826 | 0.03% |
| UBS Asset Management Americas Inc | 260,643 | 1.21% | $311.41M | −35,482 | 0.06% |
| Northern Trust Corp | 228,968 | 1.06% | $273.57M | +7,973 | 0.03% |
| American Century Companies Inc | 228,232 | 1.06% | $272.69M | −30,595 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 844 | 22M | 100.0% | 114 / 267 | 347 / 110 | 2M | 2M |
| Q1 2026 | 855 | 21M | 98.8% | 105 / 267 | 365 / 229 | 6M | 3M |
| Q4 2025 | 988 | 21M | 98.1% | 161 / 318 | 357 / 92 | 2M | 2M |
| Q3 2025 | 939 | 21M | 97.0% | 122 / 279 | 409 / 186 | 4M | 4M |
| Q2 2025 | 1,015 | 21M | 98.9% | 156 / 358 | 355 / 98 | 2M | 2M |
| Q1 2025 | 967 | 21M | 98.6% | 101 / 375 | 351 / 120 | 2M | 2M |
| Q4 2024 | 1,003 | 21M | 97.5% | 159 / 311 | 395 / 61 | 2M | 3M |
| Q3 2024 | 923 | 22M | 100.0% | 144 / 300 | 350 / 40 | 4M | 2M |
| Q2 2024 | 827 | 23M | 100.0% | 128 / 257 | 333 / 74 | 3M | 2M |
| Q1 2024 | 784 | 22M | 100.0% | 105 / 250 | 313 / 58 | 2M | 1M |
| Q4 2023 | 745 | 22M | 100.0% | 130 / 211 | 311 / 57 | 2M | 2M |
| Q3 2023 | 681 | 21M | 99.3% | 81 / 216 | 266 / 63 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FICO | Value | % of fund | As of |
|---|---|---|---|---|---|
| AMCAP Fund | 977,495 | 4.53% | $1.22B | 1.26% | May 31, 2026 |
| Growth Fund of America | 842,857 | 3.90% | $1.05B | 0.29% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 699,461 | 3.24% | $835.70M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 601,786 | 2.79% | $719.00M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 477,373 | 2.21% | $570.36M | 0.25% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 318,358 | 1.47% | $380.37M | 0.04% | Jun 30, 2026 |
| Growth Fund | 317,644 | 1.47% | $379.51M | 0.66% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 303,571 | 1.41% | $379.64M | 0.05% | May 31, 2026 |
| Vanguard Growth Index Fund | 288,210 | 1.33% | $344.35M | 0.09% | Jun 30, 2026 |
| MidCap Fund | 288,026 | 1.33% | $323.44M | 1.40% | Jul 31, 2026 |
| Akre Focus ETF | 278,609 | 1.29% | $312.87M | 5.96% | Jul 31, 2026 |
| Vanguard Primecap Fund | 240,510 | 1.11% | $287.36M | 0.30% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 218,151 | 1.01% | $272.82M | 0.16% | May 31, 2026 |
| VanEck Morningstar Wide Moat ETF | 207,848 | 0.96% | $248.33M | 2.14% | Jun 30, 2026 |
| American Balanced Fund | 189,136 | 0.88% | $225.98M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William J. Lansing | President and CEO, Director | 393,664 | 1.82% | Jun 8, 2026 |
| Nikhil Behl | President, Software | 18,534 | 0.09% | Jul 7, 2026 |
| Michael S. Leonard | CAO and Vice President | 6,258 | 0.03% | Jul 7, 2026 |
| Steven P. Weber | Executive Vice President & CFO | 2,918 | 0.01% | May 19, 2026 |
| Richard Deal | Executive Vice President | 60,893 | 0.28% | Dec 11, 2025 |
| Mark R. Scadina | EVP, Gen. Counsel & Sec. | 115,694 | 0.54% | Dec 11, 2025 |
| Thomas A. Bowers | Executive Vice President | 12,141 | 0.06% | Dec 11, 2025 |
| James M. Wehmann | Executive Vice President | 54,197 | 0.25% | Dec 16, 2024 |
| Henry Tayloe Stansbury | Director | 351 | 0.00% | Aug 25, 2026 |
| Braden R. Kelly | Director | 13,940 | 0.06% | Aug 25, 2026 |
| Eva Manolis | Director | 498 | 0.00% | Jul 31, 2026 |
| Joanna Rees | Director | 13,569 | 0.06% | Mar 6, 2026 |
| Marc F. McMorris | Director | 319 | 0.00% | Mar 6, 2026 |
| David A. Rey | Director | 5,061 | 0.02% | Mar 6, 2026 |
| Fabiola R. Arredondo | Director | 2,082 | 0.01% | Mar 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Braden R. Kelly Director | Aug 24, 2026 | Option exercise | +1,386 | $455.13 | $630.81K | 13,940 |
| Braden R. Kelly Director | Aug 24, 2026 | Option exercise | +1,285 | $475.46 | $610.97K | 15,225 |
| Henry Tayloe Stansbury Director | Aug 22, 2026 | Option exercise | +91 | – | – | 351 |
| Braden R. Kelly Director | Aug 21, 2026 | Option exercise | +1,682 | $391.57 | $658.62K | 12,554 |
| Eva Manolis Director | Jul 29, 2026 | Sale(10b5-1 plan) | −967 | $1400.00 | $1.35M | 498 |
| Eva Manolis Director | Jul 29, 2026 | Option exercise | +967 | $391.57 | $378.65K | 1,465 |
| Nikhil Behl President, Software | Jul 5, 2026 | Option exercise | +242 | – | – | 18,466 |
| Nikhil Behl President, Software | Jul 5, 2026 | Tax withholding | −124 | $1270.83 | $157.58K | 18,342 |
| William J. Lansing President and CEO, Director | Jun 5, 2026 | Option exercise | +784 | – | – | 42,922 |
| William J. Lansing President and CEO, Director | Jun 5, 2026 | Tax withholding | −236 | $1137.33 | $268.41K | 42,686 |
| Nikhil Behl President, Software | May 23, 2026 | Tax withholding | −998 | $1239.91 | $1.24M | 18,224 |
| Nikhil Behl President, Software | May 23, 2026 | Option exercise | +2,194 | – | – | 19,222 |
| Steven P. Weber Executive Vice President & CFO | May 15, 2026 | Tax withholding | −310 | $1098.59 | $340.56K | 2,918 |
| Steven P. Weber Executive Vice President & CFO | May 15, 2026 | Option exercise | +706 | – | – | 3,228 |
| Eva Manolis Director | Mar 4, 2026 | Option exercise | +154 | – | – | 498 |
| Fabiola R. Arredondo Director | Mar 4, 2026 | Option exercise | +154 | – | – | 2,082 |
| Henry Tayloe Stansbury Director | Mar 4, 2026 | Option exercise | +77 | – | – | 260 |
| Braden R. Kelly Director | Mar 4, 2026 | Option exercise | +171 | – | – | 10,872 |
| David A. Rey Director | Mar 4, 2026 | Option exercise | +94 | – | – | 5,061 |
| Marc F. McMorris Director | Mar 4, 2026 | Option exercise | +77 | – | – | 319 |
| Eva Manolis Director | Feb 25, 2026 | Sale(10b5-1 plan) | −520 | $1227.63 | $638.37K | 344 |
| Eva Manolis Director | Feb 25, 2026 | Option exercise | +520 | $247.82 | $128.87K | 864 |
| David A. Rey Director | Feb 24, 2026 | Option exercise | +3,192 | $247.82 | $791.04K | 4,967 |
| Joanna Rees Director | Feb 13, 2026 | Sale | −358 | $1360.00 | $486.88K | 11,204 |
| Joanna Rees Director | Feb 13, 2026 | Option exercise | +358 | $391.57 | $140.18K | 11,562 |
| Steven P. Weber Executive Vice President & CFO | Jan 9, 2026 | Tax withholding | −141 | $1665.53 | $234.84K | 2,522 |
| Steven P. Weber Executive Vice President & CFO | Jan 9, 2026 | Option exercise | +421 | – | – | 2,663 |
| Steven P. Weber Executive Vice President & CFO | Dec 18, 2025 | Gift | −562 | – | – | 2,242 |
| Steven P. Weber Executive Vice President & CFO | Dec 17, 2025 | Sale | −1,426 | $1810.00 | $2.58M | 2,804 |
| Eva Manolis Director | Dec 12, 2025 | Sale(10b5-1 plan) | −521 | $1825.83 | $951.26K | 344 |
| Eva Manolis Director | Dec 12, 2025 | Option exercise | +521 | $247.82 | $129.11K | 865 |
| Steven P. Weber Executive Vice President & CFO | Dec 10, 2025 | Tax withholding | −94 | $1752.24 | $164.71K | 4,230 |
| Steven P. Weber Executive Vice President & CFO | Dec 10, 2025 | Option exercise | +200 | – | – | 4,324 |
| Mark R. Scadina EVP, Gen. Counsel & Sec. | Dec 10, 2025 | Tax withholding | −492 | $1752.24 | $862.10K | 30,613 |
| Mark R. Scadina EVP, Gen. Counsel & Sec. | Dec 10, 2025 | Option exercise | +891 | – | – | 31,105 |
| William J. Lansing President and CEO, Director | Dec 10, 2025 | Option exercise | +3,120 | – | – | 322,921 |
| William J. Lansing President and CEO, Director | Dec 10, 2025 | Tax withholding | −1,412 | $1752.24 | $2.47M | 321,509 |
| Nikhil Behl President, Software | Dec 10, 2025 | Option exercise | +468 | – | – | 1,893 |
| Nikhil Behl President, Software | Dec 10, 2025 | Tax withholding | −238 | $1752.24 | $417.03K | 1,655 |
| Thomas A. Bowers Executive Vice President | Dec 10, 2025 | Tax withholding | −247 | $1752.24 | $432.80K | 12,131 |
| Thomas A. Bowers Executive Vice President | Dec 10, 2025 | Option exercise | +446 | – | – | 12,378 |
| Richard Deal Executive Vice President | Dec 10, 2025 | Tax withholding | −405 | $1752.24 | $709.66K | 60,893 |
| Richard Deal Executive Vice President | Dec 10, 2025 | Option exercise | +891 | – | – | 61,298 |
| Michael S. Leonard CAO and Vice President | Dec 10, 2025 | Tax withholding | −102 | $1752.24 | $178.73K | 6,246 |
| Michael S. Leonard CAO and Vice President | Dec 10, 2025 | Option exercise | +200 | – | – | 6,348 |
| Steven P. Weber Executive Vice President & CFO | Dec 9, 2025 | Option exercise | +4,274 | – | – | 6,136 |
| Steven P. Weber Executive Vice President & CFO | Dec 9, 2025 | Tax withholding | −2,012 | $1751.69 | $3.52M | 4,124 |
| Mark R. Scadina EVP, Gen. Counsel & Sec. | Dec 9, 2025 | Option exercise | +7,136 | – | – | 34,156 |
| Mark R. Scadina EVP, Gen. Counsel & Sec. | Dec 9, 2025 | Tax withholding | −3,942 | $1751.69 | $6.91M | 30,214 |
| William J. Lansing President and CEO, Director | Dec 9, 2025 | Tax withholding | −16,357 | $1751.69 | $28.65M | 319,801 |
| William J. Lansing President and CEO, Director | Dec 9, 2025 | Option exercise | +36,140 | – | – | 336,158 |
| Nikhil Behl President, Software | Dec 9, 2025 | Tax withholding | −1,426 | $1751.69 | $2.50M | 1,425 |
| Nikhil Behl President, Software | Dec 9, 2025 | Option exercise | +2,800 | – | – | 2,851 |
| Thomas A. Bowers Executive Vice President | Dec 9, 2025 | Tax withholding | −2,420 | $1751.69 | $4.24M | 11,932 |
| Thomas A. Bowers Executive Vice President | Dec 9, 2025 | Option exercise | +4,378 | – | – | 14,352 |
| Richard Deal Executive Vice President | Dec 9, 2025 | Option exercise | +7,136 | – | – | 63,585 |
| Richard Deal Executive Vice President | Dec 9, 2025 | Tax withholding | −3,178 | $1751.69 | $5.57M | 60,407 |
| Michael S. Leonard CAO and Vice President | Dec 9, 2025 | Option exercise | +1,182 | – | – | 6,671 |
| Michael S. Leonard CAO and Vice President | Dec 9, 2025 | Tax withholding | −523 | $1751.69 | $916.13K | 6,148 |
| Braden R. Kelly Director | Dec 8, 2025 | Gift | −340 | – | – | 10,701 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Manolis Eva Director | Jul 29, 2026 | 967 | $1.29M | Jul 29, 2026 | Exercise of Stock Options |
| Joanna Rees Director | Feb 13, 2026 | 358 | $486.88K | Feb 13, 2026 | Restricted Stock Units |
| P. Weber Steven Officer | Dec 17, 2025 | 1,426 | $2.58M | Dec 17, 2025 | Performance Shares |
| Manolis Eva Director | Dec 12, 2025 | 1,041 | $1.90M | Dec 12, 2025 | Exercise of Stock Options |
| F. McMorris Marc Director | Nov 26, 2025 | 240 | $434.29K | Nov 26, 2025 | Stock Option Exercise |
| J. Lansing William President, CEO, and Director | Nov 10, 2025 | 2,400 | $4.18M | Nov 10, 2025 | Gift / Transfer |
| J. Lansing William President, CEO, and Director | Aug 28, 2025 | 18,032 | $25.59M | Aug 28, 2025 | Stock Option Exercise |
| P. Weber Steven Officer | Jun 9, 2025 | 1,000 | $1.74M | Jun 9, 2025 | Restricted Stock |
| J. Lansing William President, CEO, and Director | May 13, 2025 | 24,042 | $51.21M | May 13, 2025 | Stock Option Exercise |
| Marc F. McMorris Director | May 9, 2025 | 797 | $1.66M | May 9, 2025 | STOCK OPTION EXERCISE |
| Thomas A. Bowers Officer | May 2, 2025 | 4,077 | $8.28M | May 2, 2025 | STOCK OPTION EXERCISE |
| Lansing William Affiliate | Feb 11, 2025 | 27,813 | $51.66M | Feb 11, 2025 | Stock Option Exercise |
| Marc F. McMorris Director | Dec 17, 2024 | 520 | $1.12M | Dec 17, 2024 | STOCK OPTION EXERCISE |
| Wehmann James Officer | Dec 12, 2024 | 3,000 | $6.59M | Dec 12, 2024 | Performance Shares |
| Mark R. Scadina Officer | Dec 6, 2024 | 5,000 | $11.95M | Dec 6, 2024 | STOCK OPTION EXERCISE |