Public Investment Fund’s Electronic Arts EA Stock Holding History

Public Investment Fund’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.06B	Hold	24,807,932	–	–	42.13%	2
2025 Q4	$5.07B	Hold	24,807,932	–	–	39.15%	2
2025 Q3	$5B	Hold	24,807,932	–	–	25.83%	2
2025 Q2	$3.96B	Hold	24,807,932	–	–	16.64%	2
2025 Q1	$3.59B	Hold	24,807,932	–	–	14.03%	3
2024 Q4	$3.63B	Hold	24,807,932	–	–	13.56%	3
2024 Q3	$3.56B	Hold	24,807,932	–	–	13.3%	3
2024 Q2	$3.46B	Hold	24,807,932	–	–	16.68%	3
2024 Q1	$3.29B	Hold	24,807,932	–	–	16.02%	3
2023 Q4	$3.39B	Hold	24,807,932	–	–	9.63%	3
2023 Q3	$2.99B	Hold	24,807,932	–	–	8.19%	4
2023 Q2	$3.22B	Hold	24,807,932	–	–	8.27%	2
2023 Q1	$2.99B	Buy	24,807,932 +8,796,088	+55%	+$1.03B	8.41%	3
2022 Q4	$1.96B	Hold	16,011,844	–	–	6.32%	4
2022 Q3	$1.85B	Hold	16,011,844	–	–	5.03%	5
2022 Q2	$1.95B	Buy	16,011,844 +1,801,844	+13%	+$230M	4.73%	4
2022 Q1	$1.8B	Hold	14,210,000	–	–	4.09%	5
2021 Q4	$1.87B	Hold	14,210,000	–	–	3.31%	5
2021 Q3	$2.02B	Hold	14,210,000	–	–	4.62%	5
2021 Q2	$2.04B	Hold	14,210,000	–	–	12.82%	4
2021 Q1	$1.92B	Buy	14,210,000 +6,789,816	+92%	+$941M	12.45%	4
2020 Q4	$1.07B	Buy	+7,420,184	New	+$957M	8.34%	5

Other funds holding EA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Public Investment Fund's EA Position: Q1 2026 in Review

Public Investment Fund held its Electronic Arts (EA) position steady in Q1 2026 at 24,807,932 shares worth $5.06B. The position accounts for 42.13% of the portfolio, ranked #2.

Public Investment Fund first reported a position in EA in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.07B in Q4 2025. 1,023 funds tracked by Wall St. Rank hold EA as of Q1 2026.

Public Investment Fund held 24,807,932 shares of Electronic Arts worth $5.06B as of Q1 2026.
Public Investment Fund left its Electronic Arts share count unchanged in Q1 2026.
Electronic Arts made up 42.13% of Public Investment Fund's portfolio in Q1 2026, its #2 holding.
Public Investment Fund first reported a position in Electronic Arts in Q4 2020 and has held it in 22 quarters since.
Public Investment Fund's Electronic Arts position peaked at $5.07B in Q4 2025.
1,023 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2026.

Based on Public Investment Fund's 13F filing for Q1 2026, filed 15 May 2026.