IECM
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Intrinsic Edge Capital Management’s Visa V Stock Holding History

Intrinsic Edge 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 		$3.02M Buy
+10,000
New +$3.22M 0.5% 78
2021
Q1 		– Sell
-14,175
Closed -$3.1M – 269
2020
Q4 		$3.1M Sell
14,175
-18,987
-57% -$3.89M 0.23% 147
2020
Q3 		$6.63M Hold
33,162
– – 0.45% 83
2020
Q2 		$6.41M Buy
33,162
+8,462
+34% +$1.55M 0.59% 72
2020
Q1 		$3.98M Buy
+24,700
New +$4.65M 0.53% 59

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

Intrinsic Edge Capital Management's V Position: Q1 2026 in Review

Intrinsic Edge Capital Management opened a new position in Visa (V) in Q1 2026: 10,000 shares worth $3.02M. The stake represents 0.5% of the portfolio and ranks #78 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in V as recently as Q4 2020.

Intrinsic Edge Capital Management first reported a position in V in Q1 2020 and has held it in 5 quarters since. The position peaked at $6.63M in Q3 2020. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Intrinsic Edge Capital Management held 10,000 shares of Visa worth $3.02M as of Q1 2026.
  • Visa was a new Intrinsic Edge Capital Management position in Q1 2026.
  • Visa made up 0.5% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #78 holding.
  • Intrinsic Edge Capital Management first reported a position in Visa in Q1 2020 and has held it in 5 quarters since.
  • Intrinsic Edge Capital Management's Visa position peaked at $6.63M in Q3 2020.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.