FAIR ISAAC CORP

On the active side, the quarter's defining move belongs to Congress Asset Management, a traditional Boston stock-picker and, until this quarter, one of FICO's two anchor holders. Congress cut its position by $18.0 million — from roughly $30.4 million to $12.4 million, a 59% reduction. That is not a rebalancing trim; it is a decision to take the position from anchor-sized to residual. Y-Intercept, a Hong Kong quantitative manager, removed another $7.3 million. Two smaller advisors, Procyon and Elevation Wealth, closed out six-figure slices. Combined, genuinely discretionary sellers moved roughly $25 million out of the name.

What stood on the other side was thin: Czech National Bank added $989,000, PensionDanmark $626,000, Ebert Capital Management $568,000 — steady institutional programs, each below a million dollars, and no new position appeared anywhere in the 51-holder tracked base. Riverbridge Partners, the second-largest holder at $29.7 million, shows internally inconsistent change data this quarter (flagged as decreased while listed among buyers), so its flow is best read as approximately flat rather than cited in either column.