Marathon Capital Management’s Fidelity National Information Services FIS Stock Holding History

Marathon Capital Management’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.31M	Buy	155,882 +67,014	+75%	+$3.6M	1.64%	18
2025 Q4	$5.91M	Sell	88,868 -1,679	-2%	-$111K	1.27%	23
2025 Q3	$5.97M	Sell	90,547 -9	-0%	-$656	1.37%	23
2025 Q2	$7.37M	Buy	90,556 +499	+0.6%	+$38.8K	1.88%	14
2025 Q1	$6.73M	Sell	90,057 -771	-0.8%	-$58K	1.79%	14
2024 Q4	$7.34M	Sell	90,828 -1,563	-2%	-$135K	1.83%	12
2024 Q3	$7.74M	Sell	92,391 -623	-0.7%	-$49.2K	1.88%	12
2024 Q2	$7.01M	Sell	93,014 -1,274	-1%	-$94.3K	1.79%	13
2024 Q1	$6.99M	Sell	94,288 -473	-0.5%	-$30.8K	1.67%	14
2023 Q4	$5.69M	Sell	94,761 -16,582	-15%	-$910K	1.43%	20
2023 Q3	$6.15M	Sell	111,343 -724	-0.6%	-$41.7K	1.55%	16
2023 Q2	$6.13M	Buy	112,067 +643	+0.6%	+$35.4K	1.51%	15
2023 Q1	$6.05M	Buy	+111,424	New	+$7.25M	1.49%	12

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marathon Capital Management's FIS Position: Q1 2026 in Review

Marathon Capital Management increased its Fidelity National Information Services (FIS) stake by 75% in Q1 2026, buying an estimated $3.6M and bringing the position to 155,882 shares worth $7.31M. The position accounts for 1.64% of the portfolio, ranked #18.

Marathon Capital Management first reported a position in FIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.74M in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Marathon Capital Management held 155,882 shares of Fidelity National Information Services worth $7.31M as of Q1 2026.
Marathon Capital Management bought 67,014 Fidelity National Information Services shares in Q1 2026, an estimated $3.6M.
Fidelity National Information Services made up 1.64% of Marathon Capital Management's portfolio in Q1 2026, its #18 holding.
Marathon Capital Management first reported a position in Fidelity National Information Services in Q1 2023 and has held it in 13 quarters since.
Marathon Capital Management's Fidelity National Information Services position peaked at $7.74M in Q3 2024.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.