GL
EA

Governors Lane’s Electronic Arts EA Stock Holding History

Governors Lane’s Portfolio EA Stock Details EA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2M Sell
182,402
-51,616
-22% -$10.4M 2.38% 10
2025
Q4 		$47.8M Buy
234,018
+205,731
+727% +$41.5M 2.83% 8
2025
Q3 		$5.71M Buy
+28,287
New +$4.68M 0.44% 53

Other funds holding EA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Governors Lane's EA Position: Q1 2026 in Review

Governors Lane reduced its Electronic Arts (EA) stake by 22% in Q1 2026, selling an estimated $10.4M and leaving 182,402 shares worth $37.2M. The position accounts for 2.38% of the portfolio, ranked #10.

Governors Lane first reported a position in EA in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.8M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold EA as of Q1 2026.

  • Governors Lane held 182,402 shares of Electronic Arts worth $37.2M as of Q1 2026.
  • Governors Lane sold 51,616 Electronic Arts shares in Q1 2026, an estimated $10.4M.
  • Electronic Arts made up 2.38% of Governors Lane's portfolio in Q1 2026, its #10 holding.
  • Governors Lane first reported a position in Electronic Arts in Q3 2025 and has held it in 3 quarters since.
  • Governors Lane's Electronic Arts position peaked at $47.8M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2026.

Based on Governors Lane's 13F filing for Q1 2026, filed 15 May 2026.