Valley Forge Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ V - Visa Inc. Reduce 34.66% 317,657 2.84
≡ INTU - Intuit Inc. Reduce 14.54% 32,164 0.41
≡ 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
≡ EFX - Equifax Inc. Sell 100.00% 146,352 0.72
≡ MSCI - MSCI Inc. Sell 100.00% 60,770 0.79
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
≡ INTU - Intuit Inc. Reduce 26.08% 104,921 1.47
≡ FICO - Fair Isaac Corp. Reduce 2.00% 15,700 0.66
Q4  2024
≡ INTU - Intuit Inc. Reduce 9.58% 42,600 0.59
≡ FICO - Fair Isaac Corp. Reduce 3.05% 24,671 1.08
≡ 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
≡ FICO - Fair Isaac Corp. Reduce 4.18% 39,461 1.31
≡ MA - Mastercard Inc. Reduce 0.29% 4,330 0.05
Q2  2023
≡ ADSK - Autodesk Inc. Sell 100.00% 224,034 1.77
≡ ADBE - Adobe Inc. Sell 100.00% 246,305 3.59
Q1  2023
≡ V - Visa Inc. Reduce 9.93% 99,800 0.85
≡ MA - Mastercard Inc. Reduce 4.28% 66,565 0.92
≡ FICO - Fair Isaac Corp. Reduce 2.08% 20,000 0.53
≡ AMZN - Amazon.com Inc. Sell 100.00% 1,105,393 3.77
Q4  2022
≡ AMZN - Amazon.com Inc. Reduce 32.36% 528,907 1.80
≡ MA - Mastercard Inc. Reduce 1.19% 18,750 0.26
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
≡ SPGI - S&P Global Inc. Reduce 12.82% 163,631 2.92
≡ MCO - Moody's Corp. Reduce 11.11% 128,512 1.90
≡ INTU - Intuit Inc. Reduce 8.90% 19,150 0.47
≡ V - Visa Inc. Reduce 8.07% 81,906 0.67
Q2  2021
≡ AZPN-OLD - Aspen Technology Inc. Sell 100.00% 387,202 2.64