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Sirios Capital Management’s Global Payments GPN Stock Holding History

Sirios Capital Management’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
2026
Q2 		$14.4M Sell
198,727
-2,403
-1% -$165K 1.75% 18
2026
Q1 		$13.5M Buy
201,130
+1,244
+0.6% +$91.7K 1.64% 20
2025
Q4 		$15.5M Buy
199,886
+28,216
+16% +$2.27M 1.93% 19
2025
Q3 		$14.3M Sell
171,670
-9,215
-5% -$776K 1.86% 19
2025
Q2 		$14.5M Buy
180,885
+7,285
+4% +$577K 2.1% 19
2025
Q1 		$17M Buy
173,600
+542
+0.3% +$56.7K 3.03% 11
2024
Q4 		$19.4M Buy
173,058
+38,216
+28% +$4.18M 3.48% 9
2024
Q3 		$13.8M Sell
134,842
-2,278
-2% -$236K 2.44% 15
2024
Q2 		$13.3M Buy
137,120
+8,603
+7% +$948K 2.31% 16
2024
Q1 		$17.2M Buy
128,517
+1,195
+0.9% +$158K 3.24% 11
2023
Q4 		$16.2M Buy
127,322
+8,763
+7% +$1.01M 3.3% 11
2023
Q3 		$13.7M Buy
118,559
+9,640
+9% +$1.15M 2.59% 11
2023
Q2 		$10.7M Buy
+108,919
New +$11.2M 1.85% 23

Other funds holding GPN

GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sirios Capital Management's GPN Position: Q2 2026 in Review

Sirios Capital Management reduced its Global Payments (GPN) stake by 1.2% in Q2 2026, selling an estimated $165K and leaving 198,727 shares worth $14.4M. The position accounts for 1.75% of the portfolio, ranked #18.

Sirios Capital Management first reported a position in GPN in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.4M in Q4 2024. 791 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

  • Sirios Capital Management held 198,727 shares of Global Payments worth $14.4M as of Q2 2026.
  • Sirios Capital Management sold 2,403 Global Payments shares in Q2 2026, an estimated $165K.
  • Global Payments made up 1.75% of Sirios Capital Management's portfolio in Q2 2026, its #18 holding.
  • Sirios Capital Management first reported a position in Global Payments in Q2 2023 and has held it in 13 quarters since.
  • Sirios Capital Management's Global Payments position peaked at $19.4M in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

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