North Growth Management’s Global Payments GPN Stock Holding History

North Growth Management’s Portfolio GPN Stock Details GPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9M	Buy	205,000 +27,000	+15%	+$1.86M	1.91%	21
2026 Q1	$12M	Buy	178,000 +25,000	+16%	+$1.84M	1.84%	21
2025 Q4	$11.8M	Buy	153,000 +19,000	+14%	+$1.53M	1.85%	20
2025 Q3	$11.1M	Hold	134,000	–	–	1.93%	20
2025 Q2	$10.8M	Buy	134,000 +18,000	+16%	+$1.42M	2.02%	20
2025 Q1	$11.4M	Buy	116,000 +11,000	+10%	+$1.15M	2.4%	16
2024 Q4	$11.7M	Sell	105,000 -1,000	-0.9%	-$109K	2.22%	18
2024 Q3	$10.9M	Hold	106,000	–	–	2.03%	22
2024 Q2	$10.3M	Hold	106,000	–	–	2.03%	25
2024 Q1	$14.1M	Sell	106,000 -1,000	-0.9%	-$132K	2.7%	12
2023 Q4	$13.6M	Hold	107,000	–	–	2.89%	8
2023 Q3	$12.3M	Sell	107,000 -2,000	-2%	-$238K	2.73%	10
2023 Q2	$10.7M	Buy	109,000 +10,000	+10%	+$1.03M	2.2%	19
2023 Q1	$10.5M	Buy	+99,000	New	+$10.7M	2.23%	20
2022 Q2	–	Sell	-73,000	Closed	-$9.97M	–	53
2022 Q1	$9.97M	Hold	73,000	–	–	1.84%	23
2021 Q4	$9.82M	Buy	+73,000	New	+$10.1M	1.63%	25

Other funds holding GPN

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

North Growth Management's GPN Position: Q2 2026 in Review

North Growth Management increased its Global Payments (GPN) stake by 15% in Q2 2026, buying an estimated $1.86M and bringing the position to 205,000 shares worth $14.9M. The position accounts for 1.91% of the portfolio, ranked #21.

North Growth Management first reported a position in GPN in Q4 2021 and has held it in 16 quarters since. 140 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

North Growth Management held 205,000 shares of Global Payments worth $14.9M as of Q2 2026.
North Growth Management bought 27,000 Global Payments shares in Q2 2026, an estimated $1.86M.
Global Payments made up 1.91% of North Growth Management's portfolio in Q2 2026, its #21 holding.
North Growth Management first reported a position in Global Payments in Q4 2021 and has held it in 16 quarters since.
140 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.