OCA
FISV

Otter Creek Advisors’s Fiserv Inc FISV Stock Holding History

Otter Creek Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,928
Closed -$6.17M – 46
2025
Q1 		$6.17M Sell
27,928
-1,800
-6% -$394K 3.7% 3
2024
Q4 		$6.11M Buy
29,728
+101
+0.3% +$20.6K 4.2% 1
2024
Q3 		$5.32M Sell
29,627
-1,200
-4% -$198K 3.38% 12
2024
Q2 		$4.59M Buy
30,827
+2,827
+10% +$428K 2.98% 16
2024
Q1 		$4.47M Buy
+28,000
New +$4.08M 2.66% 11

Other funds holding FISV

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Otter Creek Advisors's FISV Position: Q2 2025 in Review

Otter Creek Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 27,928 shares — an estimated $6.17M sold.

Otter Creek Advisors first reported a position in FISV in Q1 2024 and held it in 5 quarters. The position peaked at $6.17M in Q1 2025. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Otter Creek Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 27,928 Fiserv Inc shares in Q2 2025, an estimated $6.17M.
  • Otter Creek Advisors first reported a position in Fiserv Inc in Q1 2024 and held it in 5 quarters.
  • Otter Creek Advisors's Fiserv Inc position peaked at $6.17M in Q1 2025.
  • 1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Otter Creek Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.