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Papa John's International, Inc.

PZZA Consumer Discretionary
$23.27 $-0.08 (-0.34%)
Market Cap: $766.09 M
Gurus Holding
5
Popularity Rank
#1868
% of Shares Held
1.01%
Net Activity (Q2 2026)
+$1.24 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.73 M.

Top institutional holders include George Soros and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $1.24 M net inflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Jefferies Group reduced exposure by 83.4%.

Key Holders

Top 5 by Value

$3.68 M
$3.49 M
$2.39 M
$2.36 M
$215,215

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$3.72 M
Total Buy Value
New Buys 1
Additions 1
-$2.48 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

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

Major holders include George Soros ($3.68 M), Steven Cohen ($3.49 M), Cliff Asness ($2.39 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 332,073 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.24 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited PZZA. The total reported sell value was $2.48 M.

Yes, 1 managers opened new positions in PZZA, and 1 increased their existing holdings. The total reported buy value was $3.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% New Buy 100,000 $3.68 M Q2 2026
0.00% Reduce -18.7% 95,000 $3.49 M Q2 2026
0.00% Reduce -19.7% 67,020 $2.39 M Q2 2026
0.21% Add 1.9% 64,200 $2.36 M Q2 2026
0.00% Reduce -83.4% 5,853 $215,215 Q2 2026
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