Barry Rosenstein’s Fidelity National Information Services FIS Stock Holding History

Barry Rosenstein’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-496,895	Closed	-$37.1M	–	11
2025 Q1	$37.1M	Hold	496,895	–	–	1.92%	9
2024 Q4	$40.1M	Sell	496,895 -1,090,034	-69%	-$93.9M	1.97%	9
2024 Q3	$133M	Sell	1,586,929 -1,555,686	-50%	-$123M	6.9%	9
2024 Q2	$237M	Sell	3,142,615 -296,199	-9%	-$21.9M	13.85%	3
2024 Q1	$255M	Buy	3,438,814 +124,400	+4%	+$8.1M	13.94%	2
2023 Q4	$199M	Sell	3,314,414 -421,912	-11%	-$23.1M	12.85%	6
2023 Q3	$207M	Buy	+3,736,326	New	+$215M	14.73%	4

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Barry Rosenstein's FIS Position: Q2 2025 in Review

Barry Rosenstein sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 496,895 shares — an estimated $37.1M sold.

Barry Rosenstein first reported a position in FIS in Q3 2023 and held it in 7 quarters. The position peaked at $255M in Q1 2024. 1,037 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

Barry Rosenstein reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
Barry Rosenstein sold 496,895 Fidelity National Information Services shares in Q2 2025, an estimated $37.1M.
Barry Rosenstein first reported a position in Fidelity National Information Services in Q3 2023 and held it in 7 quarters.
Barry Rosenstein's Fidelity National Information Services position peaked at $255M in Q1 2024.
1,037 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on JANA Partners Management's 13F filing for Q2 2025, filed 14 Aug 2025.