OAG
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Orbis Allan Gray’s Global Payments GPN Stock Holding History

Orbis Allan Gray’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
2025
Q2 		– Sell
-3,222,435
Closed -$316M – 85
2025
Q1 		$316M Sell
3,222,435
-2,488,612
-44% -$260M 1.8% 21
2024
Q4 		$640M Sell
5,711,047
-547,475
-9% -$59.9M 3.44% 9
2024
Q3 		$641M Buy
6,258,522
+43,845
+0.7% +$4.55M 3.39% 9
2024
Q2 		$601M Buy
6,214,677
+548,677
+10% +$60.5M 3.74% 7
2024
Q1 		$757M Sell
5,666,000
-1,525,492
-21% -$202M 4.54% 5
2023
Q4 		$913M Buy
7,191,492
+48,872
+0.7% +$5.66M 5.73% 3
2023
Q3 		$824M Sell
7,142,620
-98,222
-1% -$11.7M 5.93% 3
2023
Q2 		$713M Buy
7,240,842
+693,952
+11% +$71.4M 5.1% 3
2023
Q1 		$689M Buy
6,546,890
+187,253
+3% +$20.3M 5.42% 3
2022
Q4 		$632M Buy
6,359,637
+613,664
+11% +$64M 5.02% 3
2022
Q3 		$621M Buy
5,745,973
+80,168
+1% +$9.89M 5.09% 2
2022
Q2 		$627M Buy
5,665,805
+90,335
+2% +$11.4M 5.04% 2
2022
Q1 		$763M Buy
5,575,470
+712,552
+15% +$99.5M 5.57% 3
2021
Q4 		$657M Buy
4,862,918
+1,692,140
+53% +$233M 4.86% 6
2021
Q3 		$500M Buy
3,170,778
+3,165,725
+62,650% +$550M 3.43% 10
2021
Q2 		$948K Buy
+5,053
New +$1.02M 0.01% 64

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orbis Allan Gray's GPN Position: Q2 2025 in Review

Orbis Allan Gray sold out of Global Payments (GPN) in Q2 2025, closing a stake of 3,222,435 shares — an estimated $316M sold.

Orbis Allan Gray first reported a position in GPN in Q2 2021 and held it in 16 quarters. The position peaked at $913M in Q4 2023. 805 funds tracked by Wall St. Rank hold GPN as of Q2 2025.

  • Orbis Allan Gray reported no remaining Global Payments position as of Q2 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 3,222,435 Global Payments shares in Q2 2025, an estimated $316M.
  • Orbis Allan Gray first reported a position in Global Payments in Q2 2021 and held it in 16 quarters.
  • Orbis Allan Gray's Global Payments position peaked at $913M in Q4 2023.
  • 805 funds tracked by Wall St. Rank held Global Payments as of Q2 2025.

Based on Orbis Allan Gray's 13F filing for Q2 2025, filed 14 Aug 2025.