North Reef Capital Management’s Global Payments GPN Stock Holding History

North Reef Capital 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	$42.1M	Buy	580,000 +480,000	+480%	+$33M	1.61%	17
2026 Q1	$6.73M	Buy	+100,000	New	+$7.38M	0.23%	43
2025 Q2	–	Sell	-2,014,700	Closed	-$197M	–	47
2025 Q1	$197M	Buy	2,014,700 +1,132,701	+128%	+$119M	8.54%	3
2024 Q4	$98.8M	Buy	881,999 +36,999	+4%	+$4.05M	4.44%	9
2024 Q3	$86.5M	Buy	845,000 +530,000	+168%	+$55M	4.04%	10
2024 Q2	$30.5M	Buy	+315,000	New	+$34.7M	1.41%	21
2023 Q3	–	Sell	-210,130	Closed	-$20.7M	–	47
2023 Q2	$20.7M	Sell	210,130 -319,870	-60%	-$32.9M	1.59%	22
2023 Q1	$55.8M	Buy	530,000 +392,041	+284%	+$42.5M	6.25%	4
2022 Q4	$13.7M	Buy	+137,959	New	+$14.4M	1.5%	22
2022 Q3	–	Sell	-44,974	Closed	-$4.98M	–	40
2022 Q2	$4.98M	Sell	44,974 -173,946	-79%	-$22M	1.4%	21
2022 Q1	$30M	Buy	218,920 +200,987	+1,121%	+$28.1M	12.25%	1
2021 Q4	$2.42M	Buy	+17,933	New	+$2.47M	1.12%	26

Other funds holding GPN

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Reef Capital Management's GPN Position: Q2 2026 in Review

North Reef Capital Management increased its Global Payments (GPN) stake by 480% in Q2 2026, buying an estimated $33M and bringing the position to 580,000 shares worth $42.1M. The position accounts for 1.61% of the portfolio, ranked #17.

North Reef Capital Management first reported a position in GPN in Q4 2021 and has held it in 12 quarters since. The position peaked at $197M in Q1 2025. 792 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

North Reef Capital Management held 580,000 shares of Global Payments worth $42.1M as of Q2 2026.
North Reef Capital Management bought 480,000 Global Payments shares in Q2 2026, an estimated $33M.
Global Payments made up 1.61% of North Reef Capital Management's portfolio in Q2 2026, its #17 holding.
North Reef Capital Management first reported a position in Global Payments in Q4 2021 and has held it in 12 quarters since.
North Reef Capital Management's Global Payments position peaked at $197M in Q1 2025.
792 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.