ECM
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Estuary Capital Management’s Global Payments GPN Stock Holding History

Estuary Capital Management’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40M Buy
550,904
+75,521
+16% +$5.2M 6.78% 1
2026
Q1 		$32M Buy
475,383
+28,695
+6% +$2.12M 5.35% 11
2025
Q4 		$34.6M Sell
446,688
-55,170
-11% -$4.44M 6.15% 9
2025
Q3 		$41.7M Sell
501,858
-86,344
-15% -$7.27M 7.4% 8
2025
Q2 		$47.1M Buy
588,202
+269,769
+85% +$21.3M 9.18% 3
2025
Q1 		$31.2M Buy
318,433
+78,065
+32% +$8.17M 7.57% 7
2024
Q4 		$26.9M Sell
240,368
-138,591
-37% -$15.2M 7.87% 8
2024
Q3 		$38.8M Buy
378,959
+90,247
+31% +$9.37M 10.41% 1
2024
Q2 		$27.9M Buy
288,712
+133,400
+86% +$14.7M 9% 6
2024
Q1 		$20.8M Buy
155,312
+83,700
+117% +$11.1M 8.43% 7
2023
Q4 		$9.09M Buy
+71,612
New +$8.29M 5.5% 11

Other funds holding GPN

GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Estuary Capital Management's GPN Position: Q2 2026 in Review

Estuary Capital Management increased its Global Payments (GPN) stake by 16% in Q2 2026, buying an estimated $5.2M and bringing the position to 550,904 shares worth $40M. The position accounts for 6.78% of the portfolio, ranked #1.

Estuary Capital Management first reported a position in GPN in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.1M in Q2 2025. 787 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

  • Estuary Capital Management held 550,904 shares of Global Payments worth $40M as of Q2 2026.
  • Estuary Capital Management bought 75,521 Global Payments shares in Q2 2026, an estimated $5.2M.
  • Global Payments made up 6.78% of Estuary Capital Management's portfolio in Q2 2026, its #1 holding.
  • Estuary Capital Management first reported a position in Global Payments in Q4 2023 and has held it in 11 quarters since.
  • Estuary Capital Management's Global Payments position peaked at $47.1M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

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