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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.44 B.
Top institutional holders include Richard Pzena and Larry Robbins.
Notably, Larry Robbins has expressed high conviction in this stock, allocating 9.33% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $94.46 M net inflow during the quarter.
Recent activity highlights David Einhorn who opened a new position. Conversely, Steven Cohen reduced exposure by 37.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Global Payments Inc. (GPN)
Major holders include Richard Pzena ($883.11 M), Larry Robbins ($458.29 M), Ray Dalio ($74.16 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 20.99 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $94.46 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited GPN. The total reported sell value was $51.24 M.
Yes, 3 managers opened new positions in GPN, and 3 increased their existing holdings. The total reported buy value was $145.7 M.
