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Papa John's International, Inc.

PZZA Consumer Discretionary
$33.4 +$0.65 (1.98%)
Market Cap: $1.1 B
Gurus Holding
4
Popularity Rank
#2269
% of Shares Held
0.91%
Net Activity (Q1 2026)
-$3.95 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $9.98 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.95 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Steven Cohen reduced exposure by 54.0%.

Key Holders

Top 5 by Value

$3.79 M
$2.68 M
$2.04 M
$1.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$2.92 M
Total Buy Value
New Buys 1
Additions 2
-$6.87 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

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

Major holders include Steven Cohen ($3.79 M), Cliff Asness ($2.68 M), Private Capital ($2.04 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 298,726 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.95 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited PZZA. The total reported sell value was $6.87 M.

Yes, 1 managers opened new positions in PZZA, and 2 increased their existing holdings. The total reported buy value was $2.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -54.0% 116,889 $3.79 M Q1 2026
0.00% Add 68.4% 83,507 $2.68 M Q1 2026
0.20% Add 50.8% 63,000 $2.04 M Q1 2026
0.01% New Buy 35,330 $1.15 M Q1 2026
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