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Shay Capital’s Papa John's PZZA Stock Holding History

Shay Capital’s Portfolio PZZA Stock Details PZZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.6M Buy
450,966
+72,274
+19% +$2.49M 1.07% 19
2026
Q1 		$12.3M Buy
378,692
+260,711
+221% +$9.05M 1.02% 21
2025
Q4 		$4.54M Buy
+117,981
New +$5.21M 0.47% 57
2025
Q3 		– Sell
-83,500
Closed -$4.09M – 487
2025
Q2 		$4.09M Buy
+83,500
New +$3.41M 0.47% 42

Other funds holding PZZA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ICM
Irth Capital Management New York $59.9M AUM 24.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Shay Capital's PZZA Position: Q2 2026 in Review

Shay Capital increased its Papa John's (PZZA) stake by 19% in Q2 2026, buying an estimated $2.49M and bringing the position to 450,966 shares worth $16.6M. The position accounts for 1.07% of the portfolio, ranked #19.

Shay Capital first reported a position in PZZA in Q2 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

  • Shay Capital held 450,966 shares of Papa John's worth $16.6M as of Q2 2026.
  • Shay Capital bought 72,274 Papa John's shares in Q2 2026, an estimated $2.49M.
  • Papa John's made up 1.07% of Shay Capital's portfolio in Q2 2026, its #19 holding.
  • Shay Capital first reported a position in Papa John's in Q2 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

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