FCM
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Fernbridge Capital Management’s Visa V Stock Holding History

Fernbridge Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115M Buy
380,289
+138,482
+57% +$44.5M 7.36% 5
2025
Q4 		$84.8M Buy
241,807
+64,601
+36% +$22M 4.17% 6
2025
Q3 		$60.5M Buy
177,206
+77,518
+78% +$26.8M 2.95% 8
2025
Q2 		$35.4M Buy
+99,688
New +$34.7M 1.69% 17
2024
Q4 		– Sell
-60,391
Closed -$16.6M – 27
2024
Q3 		$16.6M Sell
60,391
-46,228
-43% -$12.5M 1.02% 23
2024
Q2 		$28M Buy
+106,619
New +$29.2M 1.86% 19
2023
Q4 		– Sell
-49,902
Closed -$11.5M – 25
2023
Q3 		$11.5M Sell
49,902
-102,527
-67% -$24.6M 1.11% 21
2023
Q2 		$36.2M Buy
152,429
+14,416
+10% +$3.3M 3.59% 11
2023
Q1 		$31.1M Buy
138,013
+30,954
+29% +$6.89M 3.51% 13
2022
Q4 		$22.2M Sell
107,059
-39,073
-27% -$7.88M 3.2% 11
2022
Q3 		$26M Buy
146,132
+4,824
+3% +$982K 3.56% 11
2022
Q2 		$27.8M Sell
141,308
-30,636
-18% -$6.33M 4.01% 13
2022
Q1 		$38.1M Buy
171,944
+31,005
+22% +$6.71M 3.93% 10
2021
Q4 		$30.5M Buy
+140,939
New +$30.3M 3.05% 13

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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. 4,447 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.
  • 4,447 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.