Fernbridge Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$115M Buy
2025
Q4
$84.8M Buy
2025
Q3
$60.5M Buy
2025
Q2
$35.4M Buy
2024
Q4
Sell
2024
Q3
$16.6M Sell
2024
Q2
$28M Buy
2023
Q4
Sell
2023
Q3
$11.5M Sell
2023
Q2
$36.2M Buy
2023
Q1
$31.1M Buy
2022
Q4
$22.2M Sell
2022
Q3
$26M Buy
2022
Q2
$27.8M Sell
2022
Q1
$38.1M Buy
2021
Q4
$30.5M Buy

Other funds holding V

Fernbridge Capital Management's V Position: Q1 2026 in Review

Fernbridge Capital Management increased its Visa (V) stake by 57% in Q1 2026, buying an estimated $44.5M and bringing the position to 380,289 shares worth $115M. The position accounts for 7.36% of the portfolio, ranked #5.

Fernbridge Capital Management first reported a position in V in Q4 2021 and has held it in 14 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fernbridge Capital Management held 380,289 shares of Visa worth $115M as of Q1 2026.
  • Fernbridge Capital Management bought 138,482 Visa shares in Q1 2026, an estimated $44.5M.
  • Visa made up 7.36% of Fernbridge Capital Management's portfolio in Q1 2026, its #5 holding.
  • Fernbridge Capital Management first reported a position in Visa in Q4 2021 and has held it in 14 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fernbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.