Captrust Financial Advisors Trims Stake in Fair Isaac Corporation

The institutional investor reduced its holding in the analytics and software company by 6.9% in the third quarter.

Mar. 18, 2026 at 8:24am

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Captrust Financial Advisors, an institutional investor, reduced its stake in Fair Isaac Corporation (NYSE:FICO) by 6.9% during the third quarter, according to a recent filing with the Securities and Exchange Commission. The firm now owns 73,347 shares of the technology company's stock, down from 78,822 shares previously.

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. As an institutional investor, Captrust Financial Advisors' decision to trim its position in FICO could signal a shift in market sentiment or portfolio strategy.

The details

According to the filing, Captrust Financial Advisors sold 5,475 shares of Fair Isaac during the third quarter. The firm now owns approximately 0.31% of the technology company's outstanding shares, which were valued at $109.8 million at the end of the reporting period.

  • Captrust Financial Advisors reduced its stake in Fair Isaac during the third quarter of the year.

The players

Captrust Financial Advisors

An institutional investor and registered investment advisor.

Fair Isaac Corporation

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

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The takeaway

Captrust Financial Advisors' decision to trim its position in Fair Isaac could be a sign of broader market trends or changes in the firm's investment strategy. As an institutional investor, its moves are often closely watched by analysts and other market participants.