Balyasny Asset Management
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Balyasny Asset Management’s Papa John's PZZA Stock Holding History

Balyasny Asset Management’s Portfolio PZZA Stock Details PZZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37,500
Closed -$2.02M – 3171
2024
Q3 		$2.02M Buy
37,500
+12,500
+50% +$576K ﹤0.01% 1663
2024
Q2 		$1.17M Buy
+25,000
New +$1.37M ﹤0.01% 1727
2024
Q1 		– Sell
-10,000
Closed -$762K – 3024
2023
Q4 		$762K Buy
+10,000
New +$680K ﹤0.01% 1794

Other funds holding PZZA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ICM
Irth Capital Management New York $52.8M AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Balyasny Asset Management's PZZA Position: Q1 2026 in Review

Balyasny Asset Management reduced its Papa John's (PZZA) stake by 73% in Q1 2026, selling an estimated $5.73M and leaving 61,617 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Balyasny Asset Management first reported a position in PZZA in Q4 2016 and has held it in 21 quarters since. The position peaked at $34.9M in Q4 2020. 246 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.

  • Balyasny Asset Management held 61,617 shares of Papa John's worth $2M as of Q1 2026.
  • Balyasny Asset Management sold 165,165 Papa John's shares in Q1 2026, an estimated $5.73M.
  • Papa John's made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1779 holding.
  • Balyasny Asset Management first reported a position in Papa John's in Q4 2016 and has held it in 21 quarters since.
  • Balyasny Asset Management's Papa John's position peaked at $34.9M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.