FAIR ISAAC CORP

Ticker: FICO CUSIP: 303250104 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (116)

Increased Positions (293)

Coalescence Partners Investment Management, LP
Value ($000) $52,622 (+44.5%) Shares 31,126 (+27.9%)
GCQ FUNDS MANAGEMENT PTY Ltd
Value ($000) $97,571 (+38.0%) Shares 57,713 (+22.2%)
No Street GP LP
Value ($000) $110,736 (+48.0%) Shares 65,500 (+31.0%)
Square Wave Capital, LLC
Value ($000) $70,837 (+67.3%) Shares 41,900 (+48.1%)
SeaTown Holdings Pte. Ltd.
Value ($000) $9,214 (+78.5%) Shares 5,450 (+58.0%)
Spyglass Capital Management LLC
Value ($000) $83,752 (+102.2%) Shares 49,539 (+79.0%)
TRAN CAPITAL MANAGEMENT, L.P.
Value ($000) $32,601 (+34.3%) Shares 19,283 (+18.9%)
Petrus Trust Company, LTA
Value ($000) $32,544 (+38.5%) Shares 19,250 (+22.6%)
AKRE CAPITAL MANAGEMENT LLC
Value ($000) $469,054 (+20.2%) Shares 277,445 (+6.4%)
OAKMONT Corp
Value ($000) $41,026 (+17.7%) Shares 24,267 (+4.2%)
Delta Global Management LP
Value ($000) $26,847 (+98.8%) Shares 15,880 (+76.0%)
Investidor Profissional Gestao de Recursos Ltda.
Value ($000) $10,309 (+14.4%) Shares 6,098 (+1.3%)
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Value ($000) $13,513 (+61.1%) Shares 7,993 (+42.6%)
Biondo Investment Advisors, LLC
Value ($000) $14,575 (+44.7%) Shares 8,621 (+28.1%)
Wealth Advisory Solutions, LLC
Value ($000) $5,128 (+143.0%) Shares 3,033 (+115.1%)
DOCK STREET ASSET MANAGEMENT INC
Value ($000) $26,179 (+20.3%) Shares 15,485 (+6.5%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $50,549 (+95.6%) Shares 29,900 (+73.1%)
Koa Wealth Management, LLC
Value ($000) $3,457 (+15.4%) Shares 2,045 (+2.1%)
AdvisorShares Investments LLC
Value ($000) $6,977 (+34.7%) Shares 4,127 (+19.2%)
Boreal Capital Management LLC
Value ($000) $1,236 (+42.1%) Shares 731 (+25.8%)

Decreased Positions (318)

Katamaran Capital LLP
Value ($000) $3,569 (-49.5%) Shares 2,111 (-55.3%)
AF Advisors, Inc.
Value ($000) $216,626 (+3.6%) Shares 128,134 (-8.3%)
Freshford Capital Management, LLC
Value ($000) $31,293 (+8.4%) Shares 18,510 (-4.0%)
THREADGILL FINANCIAL, LLC
Value ($000) $1,926 (-67.6%) Shares 1,139 (-71.3%)
CYPRESS FUNDS LLC
Value ($000) $52,876 (-9.2%) Shares 31,276 (-19.7%)
EDGEWOOD MANAGEMENT LLC
Value ($000) $926,732 (-18.5%) Shares 548,161 (-27.9%)
Newbrook Capital Advisors LP
Value ($000) $34,423 (-15.9%) Shares 20,361 (-25.5%)
Solidarity Wealth, LLC
Value ($000) $9,031 (-31.3%) Shares 5,342 (-39.2%)
FIRETRAIL INVESTMENTS PTY LTD
Value ($000) $8,601 (-30.9%) Shares 5,063 (-39.6%)
KENSICO CAPITAL MANAGEMENT CORP
Value ($000) $516,789 (+6.3%) Shares 305,680 (-5.9%)
4D Advisors, LLC
Value ($000) $6,762 (-9.6%) Shares 4,000 (-20.0%)
Bowie Capital Management, LLC
Value ($000) $120,580 (+2.7%) Shares 71,323 (-9.1%)
Lindsell Train Ltd
Value ($000) $366,176 (+9.7%) Shares 216,593 (-2.9%)
Warther Private Wealth, LLC
Value ($000) $16,659 (+1.9%) Shares 9,854 (-9.8%)
11 Capital Partners LP
Value ($000) $17,878 (+3.9%) Shares 10,575 (-8.0%)
YCG, LLC
Value ($000) $71,322 (+7.3%) Shares 42,187 (-5.0%)
ALTA FOX CAPITAL MANAGEMENT, LLC
Value ($000) $19,966 (+3.4%) Shares 11,810 (-8.4%)
EULAV Asset Management
Value ($000) $52,240 (-28.0%) Shares 30,900 (-36.3%)
AKO CAPITAL LLP
Value ($000) $191 (+3.0%) Shares 112,785 (-8.8%)
Quinn Opportunity Partners LLC
Value ($000) $3,043 (-77.4%) Shares 1,800 (-80.0%)

Exited Positions (94)