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Hudson Way Capital Management’s Visa V Stock Holding History

Hudson Way 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 		$101M Buy
333,128
+59,697
+22% +$19.2M 9.63% 2
2025
Q4 		$95.9M Buy
273,431
+31,912
+13% +$10.9M 7.62% 7
2025
Q3 		$82.4M Sell
241,519
-6,239
-3% -$2.16M 6.99% 6
2025
Q2 		$88M Buy
247,758
+75,619
+44% +$26.4M 7.95% 6
2025
Q1 		$60.3M Buy
172,139
+50,284
+41% +$17M 5.98% 7
2024
Q4 		$38.5M Buy
121,855
+40,296
+49% +$12.1M 4.35% 13
2024
Q3 		$22.4M Sell
81,559
-11,134
-12% -$3.01M 2.81% 15
2024
Q2 		$24.3M Buy
92,693
+18,273
+25% +$5.01M 3.36% 13
2024
Q1 		$20.8M Sell
74,420
-29,983
-29% -$8.28M 3.79% 13
2023
Q4 		$27.2M Sell
104,403
-54,183
-34% -$13.4M 5.1% 7
2023
Q3 		$36.5M Buy
158,586
+8,057
+5% +$1.94M 7.18% 6
2023
Q2 		$35.7M Buy
150,529
+24,663
+20% +$5.64M 6.7% 8
2023
Q1 		$28.4M Hold
125,866
– – 7.06% 8
2022
Q4 		$26.1M Sell
125,866
-26,379
-17% -$5.32M 6.76% 7
2022
Q3 		$27M Buy
152,245
+141
+0.1% +$28.7K 7.39% 6
2022
Q2 		$29.9M Sell
152,104
-4,076
-3% -$842K 8.12% 6
2022
Q1 		$34.6M Buy
156,180
+111,934
+253% +$24.2M 8.17% 4
2021
Q4 		$9.59M Sell
44,246
-850
-2% -$182K 2.18% 15
2021
Q3 		$10M Sell
45,096
-16,200
-26% -$3.8M 2.45% 16
2021
Q2 		$14.3M Hold
61,296
– – 3.62% 12
2021
Q1 		$13M Buy
61,296
+30,108
+97% +$6.34M 3.62% 14
2020
Q4 		$6.82M Sell
31,188
-2,442
-7% -$500K 1.95% 15
2020
Q3 		$6.72M Sell
33,630
-12,628
-27% -$2.52M 2.18% 17
2020
Q2 		$8.94M Sell
46,258
-22,471
-33% -$4.11M 3.12% 14
2020
Q1 		$11.1M Buy
68,729
+24,979
+57% +$4.71M 5.13% 7
2019
Q4 		$8.22M Sell
43,750
-12,100
-22% -$2.18M 3.23% 11
2019
Q3 		$9.61M Sell
55,850
-7,050
-11% -$1.26M 4.25% 9
2019
Q2 		$10.9M Buy
62,900
+2,000
+3% +$327K 5.31% 7
2019
Q1 		$9.51M Buy
+60,900
New +$8.78M 4.93% 8

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

Hudson Way Capital Management's V Position: Q1 2026 in Review

Hudson Way Capital Management increased its Visa (V) stake by 22% in Q1 2026, buying an estimated $19.2M and bringing the position to 333,128 shares worth $101M. The position accounts for 9.63% of the portfolio, ranked #2.

Hudson Way Capital Management first reported a position in V in Q1 2019 and has held it in 29 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hudson Way Capital Management held 333,128 shares of Visa worth $101M as of Q1 2026.
  • Hudson Way Capital Management bought 59,697 Visa shares in Q1 2026, an estimated $19.2M.
  • Visa made up 9.63% of Hudson Way Capital Management's portfolio in Q1 2026, its #2 holding.
  • Hudson Way Capital Management first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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