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What smart money is saying about Fair Isaac CorporationUnited States flag

FICO · Technology · Software - Application · Market cap $42.34B

4 funds in our archive have pitched Fair Isaac Corporation — most recently Bristlemoon Capital in March 2026.

Company profile

Fair Isaac Corporation develops analytic, software, and data management products and services that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Scores and Software. The Software segment offers pre-configured decision management solution designed for various business problems or processes, such as marketing, account origination, customer management, customer engagement, fraud detection, financial crimes compliance, collection, and marketing, as well as associated professional services. This segment also provides FICO Platform, a modular software offering designed to support advanced analytic and decision use cases, as well as stand-alone analytic and decisioning software that can be configured by customers to address a wide range of business use cases. The Scores segment provides business-to-business scoring solutions and services for consumers that give clients access to analytics to be integrated into their transaction streams and decision-making processes, as well as business-to-consumer scoring solutions comprising myFICO.com subscription offerings. Fair Isaac Corporation markets its products and services primarily through its direct sales organization and indirect channels, as well as online. The company was formerly known as Fair Isaac & Company, Inc. and changed its name to Fair Isaac Corporation in July 1992. Fair Isaac Corporation was founded in 1956 and is headquartered in Bozeman, Montana.

Fund coverage · 4 theses

  • Bristlemoon Capital
    March 2026

    Fair Isaac Corporation is a dominant, deeply entrenched credit scoring provider with strong moats and upside from both earnings growth and a rerating from historically depressed multiples.

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  • Lindsell Train Global Equity Fund
    June 2025

    Despite regulatory headwinds, FICO’s dominant market position, pricing power, and adaptable growth strategy—bolstered by strong distribution partnerships and aggressive buybacks—highlight a resilient business model primed to withstand competitive threats.

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  • Liontrust GF Global Innovation Fund
    March 2025

    FICO is a high-quality global data analytics innovator with strong growth potential, having recently become an attractive investment following a significant share price drop, despite some near-term challenges.

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  • Lindsell Train Global Equity Fund
    March 2025

    FICO is a leading player in the US consumer credit market, known for its essential credit scoring system, which has resulted in significant profit growth and a strong market valuation despite recent stock corrections and regulatory concerns.

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