Fair Isaac Corporation (FICO) Gained from Strong Results and Improved Guidance

Core Viewpoint - Baron Asset Fund outperformed the Russell Midcap Growth Index in Q4 2025, achieving a return of 7.89% compared to the Index's decline of 3.70% [1] Group 1: Fund Performance - The Baron Asset Fund returned 7.89% in Q4 2025, surpassing the Russell Midcap Growth Index by 11.59 percentage points [1] - As of December 31, 2025, the Fund held 53 positions, with the 10 largest holdings representing 52.8% of net assets and the 20 largest holdings representing 73.3% of net assets [1] Group 2: Fair Isaac Corporation (NYSE:FICO) - Fair Isaac Corporation's stock experienced a one-month return of -15.43% and a 52-week decline of 23.62%, closing at $1,372.76 per share with a market capitalization of $32.56 billion on February 9, 2026 [2] - Investments in IT, Health Care, and Financials contributed positively to the Fund's performance, with Fair Isaac Corporation being highlighted for its strong Q4 earnings and positive fiscal year 2026 guidance [3] - Fair Isaac Corporation reported Q1 fiscal 2026 revenue of $512 million, reflecting a 16% year-over-year growth [4]