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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.12 B.
Top institutional holders include Richard Pzena and Larry Robbins.
Notably, Larry Robbins has expressed high conviction in this stock, allocating 11.77% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $157.15 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 170.7%. Conversely, Cliff Asness reduced exposure by 43.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Global Payments Inc. (GPN)
Major holders include Richard Pzena ($848.34 M), Larry Robbins ($646.27 M), Steven Cohen ($122.66 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 24.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $157.15 M, with 6 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 $53.38 M.
Yes, 1 managers opened new positions in GPN, and 5 increased their existing holdings. The total reported buy value was $210.53 M.
