Dmitry Balyasny’s Papa John's PZZA Stock Holding History

Dmitry Balyasny’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 Q1	–	Sell	-10,000	Closed	-$762K	–	3023
2023 Q4	$762K	Buy	+10,000	New	+$680K	﹤0.01%	1793
2018 Q4	–	Sell	-30,000	Closed	-$1.4M	–	1680
2018 Q3	$1.4M	Sell	30,000 -642,000	-96%	-$29.7M	0.01%	1089
2018 Q2	$34.1M	Buy	+672,000	New	+$37.7M	0.15%	180
2018 Q1	–	Sell	-255,000	Closed	-$14.3M	–	2248
2017 Q4	$14.3M	Buy	+255,000	New	+$15.9M	0.04%	527
2017 Q2	–	Sell	-100,000	Closed	-$8M	–	1685
2017 Q1	$8M	Buy	+100,000	New	+$8.13M	0.04%	570

Other funds holding PZZA

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ICM

Irth Capital Management New York $59.9M AUM 24.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Dmitry Balyasny's PZZA Position: Q2 2026 in Review

Dmitry Balyasny increased its Papa John's (PZZA) stake by 675% in Q2 2026, buying an estimated $14.3M and bringing the position to 477,286 shares worth $17.5M. The position accounts for 0.02% of the portfolio, ranked #786.

Dmitry Balyasny first reported a position in PZZA in Q4 2016 and has held it in 22 quarters since. The position peaked at $34.9M in Q4 2020. 257 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

Dmitry Balyasny held 477,286 shares of Papa John's worth $17.5M as of Q2 2026.
Dmitry Balyasny bought 415,669 Papa John's shares in Q2 2026, an estimated $14.3M.
Papa John's made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #786 holding.
Dmitry Balyasny first reported a position in Papa John's in Q4 2016 and has held it in 22 quarters since.
Dmitry Balyasny's Papa John's position peaked at $34.9M in Q4 2020.
257 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.