Richard Pzena's GPN Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 10.9M shares of Global Payments Inc. (GPN) worth $906.3 M, representing 2.93% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 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 4.2M shares. Largest reduction occurred in Q3 2025, reducing 141.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +1.71 M | New Buy | 1.71 M | $115.39 |
| Q4 2023 | +477,390 | Add 27.84% | 2.19 M | $127.00 |
| Q1 2024 | -9,152 | Reduce 0.42% | 2.18 M | $133.66 |
| Q2 2024 | +4.24 M | Add 194.24% | 6.42 M | $96.70 |
| Q3 2024 | +215,399 | Add 3.35% | 6.64 M | $102.42 |
| Q4 2024 | +1.66 M | Add 25.00% | 8.3 M | $112.06 |
| Q1 2025 | +35,251 | Add 0.42% | 8.33 M | $97.92 |
| Q2 2025 | +2.72 M | Add 32.59% | 11.05 M | $80.04 |
| Q3 2025 | -141,443 | Reduce 1.28% | 10.91 M | $83.08 |
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 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Global Payments Inc. (GPN) was in Q2 2024, adding 6,423,463 shares worth $621.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 10,908,810 shares of Global Payments Inc. (GPN), valued at approximately $906.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Global Payments Inc. (GPN) represents approximately 2.93% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's peak holding in Global Payments Inc. (GPN) was 11,050,253 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.