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Global Payments Inc.

GPN Industrials
$67.71 +$2.52 (3.87%)
Market Cap: $18.52 B
Gurus Holding
11
Popularity Rank
#354
% of Shares Held
8.00%
Net Activity (Q1 2026)
+$46.4 M

Guru Ownership Trend

Guru Analysis for Global Payments Inc. (GPN)

Global Payments Inc. (GPN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.48 B.

Top institutional holders include Richard Pzena and Larry Robbins.

Notably, Larry Robbins has expressed high conviction in this stock, allocating 10.75% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $46.4 M net inflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 586.3%. Conversely, Ken Fisher reduced exposure by 54.7%.

Key Holders

Top 5 by Value

$781.73 M
$428.05 M
$124.69 M
$54.75 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$172.95 M
Total Buy Value
New Buys 0
Additions 7
-$126.55 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
7

FAQs for Global Payments Inc. (GPN)

Major holders include Richard Pzena ($781.73 M), Larry Robbins ($428.05 M), Steven Cohen ($124.69 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 21.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $46.4 M, with 7 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited GPN. The total reported sell value was $126.55 M.

Yes, 0 managers opened new positions in GPN, and 7 increased their existing holdings. The total reported buy value was $172.95 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.54% Add 1.8% 11,615,577 $781.73 M Q1 2026
10.75% Add 7.4% 6,360,392 $428.05 M Q1 2026
0.16% Add 357.6% 1,852,803 $124.69 M Q1 2026
0.03% Add 34.4% 816,691 $54.75 M Q1 2026
0.78% Add 61.5% 571,200 $38.44 M Q1 2026
1.57% Reduce -33.7% 335,000 $22.55 M Q1 2026
0.04% Reduce -28.2% 194,621 $13.1 M Q1 2026
0.08% Add 31.9% 82,680 $5.56 M Q1 2026
0.01% Add 586.3% 36,126 $2.43 M Q1 2026
0.01% Reduce -17.8% 18,000 $1.21 M Q1 2026
0.00% Reduce -54.7% 6,289 $423,282 Q1 2026
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