Engle Capital Management’s Fiserv Inc FISV Stock Holding History

Engle Capital Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-96,000	Closed	-$19.7M	–	25
2024 Q4	$19.7M	Sell	96,000 -13,562	-12%	-$2.77M	5.9%	7
2024 Q3	$19.7M	Buy	109,562 +11,562	+12%	+$1.91M	5.79%	4
2024 Q2	$14.6M	Buy	98,000 +2,000	+2%	+$303K	4.94%	9
2024 Q1	$15.3M	Sell	96,000 -12,000	-11%	-$1.75M	4.28%	8
2023 Q4	$14.3M	Buy	+108,000	New	+$13.3M	5.03%	5
2023 Q3	–	Sell	-86,000	Closed	-$10.8M	–	29
2023 Q2	$10.8M	Buy	+86,000	New	+$10.1M	3.36%	15
2020 Q1	–	Sell	-242,000	Closed	-$28M	–	19
2019 Q4	$28M	Sell	242,000 -25,000	-9%	-$2.76M	6.01%	5
2019 Q3	$27.7M	Buy	+267,000	New	+$27.3M	7.34%	6

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engle Capital Management's FISV Position: Q1 2025 in Review

Engle Capital Management sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 96,000 shares — an estimated $19.7M sold.

Engle Capital Management first reported a position in FISV in Q3 2019 and held it in 8 quarters. The position peaked at $28M in Q4 2019. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

Engle Capital Management reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
Engle Capital Management sold 96,000 Fiserv Inc shares in Q1 2025, an estimated $19.7M.
Engle Capital Management first reported a position in Fiserv Inc in Q3 2019 and held it in 8 quarters.
Engle Capital Management's Fiserv Inc position peaked at $28M in Q4 2019.
1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Engle Capital Management's 13F filing for Q1 2025, filed 15 May 2025.