Kensico Capital Boosts Stake in Fair Isaac Corporation

Institutional investor increases holdings in credit scoring and analytics firm

Mar. 16, 2026 at 11:51am

Got story updates? Submit your updates here. ›

Kensico Capital Management Corp. has increased its stake in Fair Isaac Corporation (NYSE:FICO) by 30.4% in the third quarter, according to a recent SEC filing. The institutional investor now owns 324,880 shares of the technology company's stock, making it one of the largest shareholders.

Why it matters

Fair Isaac is best known for its FICO credit scoring system, which is widely used by lenders to assess consumer credit risk. The increase in Kensico's stake suggests the investment firm sees continued growth potential in the company's analytics and decisioning technologies.

The details

Kensico Capital Management Corp. acquired an additional 75,700 shares of Fair Isaac in the third quarter, bringing its total holdings to 324,880 shares. This represents approximately 1.37% of the company's outstanding stock and makes Kensico one of Fair Isaac's largest institutional investors.

  • Kensico increased its stake in Fair Isaac during the third quarter of 2026.

The players

Kensico Capital Management Corp

An institutional investment firm that has increased its stake in Fair Isaac Corporation.

Fair Isaac Corporation

A data analytics and software company best known for its FICO credit scoring system.

Got photos? Submit your photos here. ›

What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

The increase in Kensico's stake in Fair Isaac underscores the continued importance of the company's credit scoring and analytics technologies in the financial services industry.