Richard Pzena's GPN Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 11.62 M shares of Global Payments Inc. (GPN) worth $781.73 M, representing 2.54% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in GPN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 4.24 M shares. Largest reduction occurred in Q3 2025, reducing 141,443 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Global Payments (GPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Payments (GPN) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +205,880 | Add 1.80% | 11.62 M | $67.30 |
| Q4 2025 | +500,887 | Add 4.59% | 11.41 M | $77.40 |
| Q3 2025 | -141,443 | Reduce 1.28% | 10.91 M | $83.08 |
| Q2 2025 | +2.72 M | Add 32.59% | 11.05 M | $80.04 |
| Q1 2025 | +35,251 | Add 0.42% | 8.33 M | $97.92 |
| Q4 2024 | +1.66 M | Add 25.00% | 8.3 M | $112.06 |
| Q3 2024 | +215,399 | Add 3.35% | 6.64 M | $102.42 |
| Q2 2024 | +4.24 M | Add 194.24% | 6.42 M | $96.70 |
| Q1 2024 | -9,152 | Reduce 0.42% | 2.18 M | $133.66 |
| Q4 2023 | +477,390 | Add 27.84% | 2.19 M | $127.00 |
| Q3 2023 | +1.71 M | New Buy | 1.71 M | $115.39 |
Richard Pzena's Global Payments Investment FAQs
Richard Pzena first purchased Global Payments Inc. (GPN) in Q3 2023, acquiring 1,714,837 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Global Payments Inc. (GPN) for 11 quarters since Q3 2023.
Richard Pzena's largest addition to Global Payments Inc. (GPN) was in Q2 2024, adding 6,423,463 shares worth $621.15 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 11,615,577 shares of Global Payments Inc. (GPN), valued at approximately $781.73 M.
As of the Q1 2026 filing, Global Payments Inc. (GPN) represents approximately 2.54% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Global Payments Inc. (GPN) was 11,615,577 shares, as reported at the end of Q1 2026.