Wallace Weitz’s Global Payments GPN Stock Holding History

Wallace Weitz’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	$25.4M	Buy	350,000 +15,000	+4%	+$1.03M	1.76%	20
2026 Q1	$22.5M	Sell	335,000 -170,000	-34%	-$12.5M	1.57%	24
2025 Q4	$39.1M	Sell	505,000 -45,000	-8%	-$3.62M	2.32%	18
2025 Q3	$45.7M	Sell	550,000 -10,000	-2%	-$842K	2.48%	15
2025 Q2	$44.8M	Sell	560,000 -20,000	-3%	-$1.58M	2.41%	16
2025 Q1	$56.8M	Sell	580,000 -9,600	-2%	-$1M	3.02%	12
2024 Q4	$66.1M	Sell	589,600 -20,400	-3%	-$2.23M	3.41%	10
2024 Q3	$62.5M	Buy	610,000 +80,400	+15%	+$8.35M	3.08%	11
2024 Q2	$51.2M	Buy	529,600 +209,600	+66%	+$23.1M	2.69%	11
2024 Q1	$42.8M	Buy	320,000 +90,000	+39%	+$11.9M	2.16%	17
2023 Q4	$29.2M	Buy	+230,000	New	+$26.6M	1.54%	26

Other funds holding GPN

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wallace Weitz's GPN Position: Q2 2026 in Review

Wallace Weitz increased its Global Payments (GPN) stake by 4.5% in Q2 2026, buying an estimated $1.03M and bringing the position to 350,000 shares worth $25.4M. The position accounts for 1.76% of the portfolio, ranked #20.

Wallace Weitz first reported a position in GPN in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.1M in Q4 2024. 788 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

Wallace Weitz held 350,000 shares of Global Payments worth $25.4M as of Q2 2026.
Wallace Weitz bought 15,000 Global Payments shares in Q2 2026, an estimated $1.03M.
Global Payments made up 1.76% of Wallace Weitz's portfolio in Q2 2026, its #20 holding.
Wallace Weitz first reported a position in Global Payments in Q4 2023 and has held it in 11 quarters since.
Wallace Weitz's Global Payments position peaked at $66.1M in Q4 2024.
788 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.