Latest Institutional Transactions on Fair Isaac Corp (FICO)
This table provides information on the latest institutional transactions involving Fair Isaac Corp (FICO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
34New |
$57.6K - $69K
|
34
$59.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16New |
$27.1K - $32.5K
|
16
$27.9K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 11.11% |
$18.6K - $22.3K
|
110
$192K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
145New |
$246K - $294K
|
145
$252K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
209New |
$354K - $424K
|
209
$364K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2New |
$3.39K - $4.06K
|
2
$3.48K
|
|
|
May 05, 2025
Q1 2025
|
Settian Capital LP
|
BUY
|
- |
500+ 45.45% |
$848K - $1.02M
|
1.6K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 16.88% |
$22K - $26.4K
|
90
$157K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
25New |
$42.4K - $50.8K
|
25
$43.5K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2- 1.74% |
$3.39K - $4.06K
|
113
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 4.41% |
$10.2K - $12.2K
|
142
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.74K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 8.33% |
$170K - $203K
|
1.1K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 200.0% |
$3.39K - $4.06K
|
3
$5.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-347- 73.21% |
$588K - $705K
|
127
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 3.09% |
$5.09K - $6.09K
|
94
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4- 3.42% |
$6.78K - $8.12K
|
113
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
21.4KNew |
$36.3M - $43.5M
|
21.4K
$37.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
111New |
$188K - $225K
|
111
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-2- 0.12% |
$3.39K - $4.06K
|
1.63K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 57.95% |
$86.5K - $104K
|
37
$64.4K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.93K- 99.93% |
$15.1M - $18.1M
|
6
$10.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-8- 6.61% |
$13.6K - $16.2K
|
113
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3+ 0.46% |
$5.09K - $6.09K
|
654
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
40+ 4.55% |
$67.8K - $81.2K
|
920
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-15- 12.1% |
$25.4K - $30.5K
|
109
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
772New |
$1.31M - $1.57M
|
772
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4+ 3.77% |
$6.78K - $8.12K
|
110
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 133.33% |
$6.78K - $8.12K
|
7
$12.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-79- 40.1% |
$134K - $160K
|
118
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 28.57% |
$3.39K - $4.06K
|
5
$8.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
128New |
$217K - $260K
|
128
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-68- 11.76% |
$115K - $138K
|
510
$888K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-5- 2.0% |
$8.48K - $10.2K
|
245
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
268New |
$454K - $544K
|
268
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 200.0% |
$3.39K - $4.06K
|
3
$5.22K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
130New |
$220K - $264K
|
130
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 13.73% |
$23.7K - $28.4K
|
116
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9+ 5.06% |
$15.3K - $18.3K
|
187
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
118New |
$200K - $240K
|
118
$205K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-383- 41.77% |
$649K - $778K
|
534
$930K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
33+ 68.75% |
$63.1K - $78.6K
|
81
$141K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
117New |
$224K - $279K
|
117
$204K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
PUT |
990+ 9900.0% |
$1.89M - $2.36M
|
1K
$1.74M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-108- 50.0% |
$206K - $257K
|
108
$188K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
37+ 35.58% |
$70.7K - $88.1K
|
141
$246K
|
|