Conestoga Capital Advisors released its second-quarter 2025 investor letter, reporting a net return of 5.00% compared to the Russell 2500 Growth Index at 11.31%. The letter highlighted Fair Isaac Corporation (NYSE:FICO), which saw a one-month return of -16.16% and a market capitalization of $37.304 billion. Fair Isaac Corporation (FICO) has been removed from Conestoga’s client portfolios due to its market cap exceeding $40 billion. In the fiscal second quarter of 2025, FICO reported revenue of $499 million, a 15% year-over-year increase. Despite its potential, Conestoga believes other AI stocks offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Conestoga Smid Cap Composite Decided to Sell Fair Isaac Corp. (FICO) in Q2