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 Q1	$6.33M	Buy	195,300 +170,300	+681%	+$5.91M	0.53%	47
2025 Q4	$962K	Buy	+25,000	New	+$1.1M	0.1%	190

Other funds holding PZZA

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ICM

Irth Capital Management New York $52.8M AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Shay Capital's PZZA Position: Q1 2026 in Review

Shay Capital increased its Papa John's (PZZA) stake by 221% in Q1 2026, buying an estimated $9.05M and bringing the position to 378,692 shares worth $12.3M. The position accounts for 1.02% of the portfolio, ranked #21.

Shay Capital first reported a position in PZZA in Q2 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PZZA as of Q1 2026.

Shay Capital held 378,692 shares of Papa John's worth $12.3M as of Q1 2026.
Shay Capital bought 260,711 Papa John's shares in Q1 2026, an estimated $9.05M.
Papa John's made up 1.02% of Shay Capital's portfolio in Q1 2026, its #21 holding.
Shay Capital first reported a position in Papa John's in Q2 2025 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held Papa John's as of Q1 2026.

Based on Shay Capital's 13F filing for Q1 2026, filed 15 May 2026.