# Fair Isaac (FICO): value investors who own it | moatshark

7 value investors held Fair Isaac in their Q3 2026 13F, led by Valley Forge Capital Management, Lindsell Train, Akre Capital Management, AKO Capital…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Valley Forge Capital Management | 25.8% | $803m | Trimmed -13% | 33 |
| Lindsell Train | 10.3% | $270m | Trimmed -9.3% | 18 |
| Akre Capital Management | 8.4% | $432m | Trimmed -0.5% | 5 |
| AKO Capital | 2.9% | $124m | Trimmed -18% | 39 |
| Fundsmith | 0.2% | $21.4m | New | 1 |
| Yacktman Asset Management | 0.1% | $7.4m | Unchanged | 4 |
| Jensen Investment Management | 0.0% | $884k | Trimmed -41% | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-07-29 | Manolis Eva | Director | Sold | 967 | $1.4m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Akre Focus ETF | Akre Capital Management | 6.0% | $313m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/fico). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.