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Papa John's International, Inc.

PZZA Consumer Discretionary
$34.99 +$2.18 (6.64%)
Market Cap: $1.15 B
Gurus Holding
4
Popularity Rank
#2153
% of Shares Held
1.24%
Net Activity (Q4 2025)
+$12.33 M

Guru Ownership Trend

Guru Analysis for Papa John's International, Inc. (PZZA)

Papa John's International, Inc. (PZZA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.29 M.

Top institutional holders include Steven Cohen and George Soros.

Institutional sentiment is currently Bullish. This is evidenced by a $12.33 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 5.3%.

Key Holders

Top 5 by Value

$9.79 M
$2.41 M
$1.91 M
$1.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$12.44 M
Total Buy Value
New Buys 2
Additions 1
-$106,963.74
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Papa John's International, Inc. (PZZA)

Major holders include Steven Cohen ($9.79 M), George Soros ($2.41 M), Cliff Asness ($1.91 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 408,416 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.33 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited PZZA. The total reported sell value was $106,963.74.

Yes, 2 managers opened new positions in PZZA, and 1 increased their existing holdings. The total reported buy value was $12.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% New Buy 254,307 $9.79 M Q4 2025
0.03% New Buy 62,731 $2.41 M Q4 2025
0.00% Reduce -5.3% 49,603 $1.91 M Q4 2025
0.15% Add 17.4% 41,775 $1.61 M Q4 2025
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