Growing Concerns of Competition Hurt Fair Isaac Corporation (FICO)
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 174 | $185,752 | +315% | 0.21% |
| 2. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $198.16 | 325 | $64,402.00 | 4,000 | 2020-03-18 | Filing | |
| $195.12 | 100 | $19,512.00 | 3,675 | 2020-03-18 | Filing | |
| $193.57 | 100 | $19,357.00 | 3,575 | 2020-03-18 | Filing | |
| $191.70 | 100 | $19,170.00 | 3,475 | 2020-03-18 | Filing | |
| $190.51 | 375 | $71,441.25 | 3,375 | 2020-03-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,227.63 | 520 | $638,367.60 | 344 | 2026-02-25 | Filing | |
| $1,360.00 | 358 | $486,880.00 | 11,204 | 2026-02-13 | Filing | |
| $1,810.00 | 1,426 | $2,581,060.00 | 2,804 | 2025-12-17 | Filing | |
| $1,825.83 | 521 | $951,257.43 | 344 | 2025-12-12 | Filing | |
| $1,809.53 | 240 | $434,287.20 | 242 | 2025-11-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,417 | $30,336,284 | 0.22% | |
| 2. | 26,901 | $28,717,531 | 0.7% | |
| 3. | 7,683 | $8,201,910 | 0.12% | |
| 4. | 6,461 | $6,897,376 | 0.05% | |
| 5. | 5,890 | $6,287,811 | 0.16% |