Valley Forge Capital Management
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q1  2026 | ≡ | FICO - Fair Isaac Corp. | Reduce 0.01% | 82 | 0.00 | ≡ | MCO - Moody's Corp. | Reduce 0.01% | 104 | 0.00 | ≡ | SPGI - S&P Global Inc. | Reduce 0.01% | 105 | 0.00 | ≡ | INTU - Intuit Inc. | Reduce 14.54% | 32,164 | 0.41 | ≡ | V - Visa Inc. | Reduce 34.66% | 317,657 | 2.84 | ≡ | MSCI - MSCI Inc. | Sell 100.00% | 60,770 | 0.79 | ≡ | EFX - Equifax Inc. | Sell 100.00% | 146,352 | 0.72 |
| Q4  2025 | ≡ | INTU - Intuit Inc. | Reduce 15.27% | 39,861 | 0.60 |
| Q3  2025 | ≡ | INTU - Intuit Inc. | Reduce 0.84% | 2,215 | 0.04 |
| Q2  2025 | ≡ | INTU - Intuit Inc. | Reduce 11.45% | 34,048 | 0.59 |
| Q1  2025 | ≡ | FICO - Fair Isaac Corp. | Reduce 2.00% | 15,700 | 0.66 | ≡ | INTU - Intuit Inc. | Reduce 26.08% | 104,921 | 1.47 |
| Q4  2024 | ≡ | FICO - Fair Isaac Corp. | Reduce 3.05% | 24,671 | 1.08 | ≡ | INTU - Intuit Inc. | Reduce 9.58% | 42,600 | 0.59 | ≡ | AZPN-OLD - Aspen Technology Inc. | Sell 100.00% | 295,485 | 1.57 |
| Q3  2024 | ≡ | FICO - Fair Isaac Corp. | Reduce 7.86% | 68,955 | 2.98 |
| Q2  2024 | ≡ | FICO - Fair Isaac Corp. | Reduce 0.34% | 3,000 | 0.12 |
| Q1  2024 | ≡ | FICO - Fair Isaac Corp. | Reduce 2.53% | 22,839 | 0.78 |
| Q4  2023 | ≡ | MA - Mastercard Inc. | Reduce 0.29% | 4,330 | 0.05 | ≡ | FICO - Fair Isaac Corp. | Reduce 4.18% | 39,461 | 1.31 |
| Q2  2023 | ≡ | ADBE - Adobe Inc. | Sell 100.00% | 246,305 | 3.59 | ≡ | ADSK - Autodesk Inc. | Sell 100.00% | 224,034 | 1.77 |
| Q1  2023 | ≡ | FICO - Fair Isaac Corp. | Reduce 2.08% | 20,000 | 0.53 | ≡ | MA - Mastercard Inc. | Reduce 4.28% | 66,565 | 0.92 | ≡ | V - Visa Inc. | Reduce 9.93% | 99,800 | 0.85 | ≡ | AMZN - Amazon.com Inc. | Sell 100.00% | 1,105,393 | 3.77 |
| Q4  2022 | ≡ | MA - Mastercard Inc. | Reduce 1.19% | 18,750 | 0.26 | ≡ | AMZN - Amazon.com Inc. | Reduce 32.36% | 528,907 | 1.80 |
| Q2  2022 | ≡ | AZPN-OLD - Aspen Technology Inc. | Reduce 58.00% | 242,338 | 1.99 |
| Q1  2022 | ≡ | ADSK - Autodesk Inc. | Reduce 11.66% | 29,574 | 0.24 |
| Q4  2021 | ≡ | V - Visa Inc. | Reduce 8.07% | 81,906 | 0.67 | ≡ | INTU - Intuit Inc. | Reduce 8.90% | 19,150 | 0.47 | ≡ | MCO - Moody's Corp. | Reduce 11.11% | 128,512 | 1.90 | ≡ | SPGI - S&P Global Inc. | Reduce 12.82% | 163,631 | 2.92 |
| Q2  2021 | ≡ | AZPN-OLD - Aspen Technology Inc. | Sell 100.00% | 387,202 | 2.64 |