Night Owl Capital Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.8M Sell
155,630
-125,476
-45% -$21.6M 3.1% 14
2025
Q1
$62.1M Buy
281,106
+11,077
+4% +$2.45M 7.76% 3
2024
Q4
$55.5M Buy
270,029
+8,559
+3% +$1.76M 7.17% 4
2024
Q3
$47M Buy
261,470
+55,310
+27% +$9.94M 6.42% 7
2024
Q2
$30.7M Sell
206,160
-2,727
-1% -$406K 4.6% 10
2024
Q1
$33.4M Buy
208,887
+22,666
+12% +$3.62M 5.07% 7
2023
Q4
$21M Hold
186,221
5.27% 9
2023
Q3
$21M Buy
186,221
+3,996
+2% +$451K 5.27% 9
2023
Q2
$23M Sell
182,225
-3,532
-2% -$446K 5.94% 6
2023
Q1
$21M Sell
185,757
-766
-0.4% -$86.6K 7.59% 7
2022
Q4
$18.9M Buy
186,523
+2,231
+1% +$225K 8.77% 7
2022
Q3
$17.2M Buy
184,292
+10,524
+6% +$985K 7.18% 8
2022
Q2
$15.5M Sell
173,768
-10,217
-6% -$909K 5.93% 9
2022
Q1
$18.7M Buy
183,985
+3,107
+2% +$315K 5.3% 9
2021
Q4
$18.8M Sell
180,878
-172,028
-49% -$17.9M 3.82% 12
2021
Q3
$38.3M Buy
352,906
+105,854
+43% +$11.5M 6.72% 5
2021
Q2
$26.4M Buy
247,052
+765
+0.3% +$81.8K 5.21% 9
2021
Q1
$29.3M Buy
246,287
+6,653
+3% +$792K 5.97% 6
2020
Q4
$27.3M Buy
239,634
+33,661
+16% +$3.83M 5.25% 8
2020
Q3
$21.2M Buy
205,973
+11,489
+6% +$1.18M 4.42% 9
2020
Q2
$19M Buy
194,484
+1,438
+0.7% +$140K 4.53% 10
2020
Q1
$18.3M Buy
193,046
+48,273
+33% +$4.59M 6.13% 7
2019
Q4
$16.7M Buy
144,773
+6,756
+5% +$781K 4.81% 8
2019
Q3
$14.3M Buy
+138,017
New +$14.3M 4.54% 8