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
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
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.