Fund moves

Fair Isaac (FICO): Dakota Wealth Management reduced its stake -5,461 shares

Dakota Wealth Management reduced its stake in Fair Isaac, per its Q2 2025 13F.

1,003
Shares reported · -5,461 vs prior quarter
0.04%
Disclosed portfolio weight
$1.83M
Reported value
Holdings as of
Jun 30, 2025
Filed
Jul 16, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Jun 9, 2025InsiderCFO sold ~$1.74M of FICO shares in the open market
  2. Jun 10, 2025Insider · 1 personInsiders: 25 sales (~$10.2M)
  3. Jul 8, 2025Insider · 1 personInsiders: 54 sales (~$8.9M)

What came next

  1. Oct 30, 20255% stakeThe Vanguard Group reported a passive stake (13G) of 12.8%
  2. Nov 5, 2025Company filing · Form 8-K · ResultsReported its results
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Fair Isaac

For Fair Isaac, OQRO holds 35 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FICO page.

How this filing works

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Other disclosures at Fair Isaac

Everything OQRO holds on this company is on its FICO page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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