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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
2026
Q2 		$25.7M Buy
+700,000
New +$24.2M 0.03% 605
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 $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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.