13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Consumer Discretionary

FISERV INC FISV

Fiserv is a financial-technology and payments infrastructure company serving banks, merchants, credit unions, and enterprises. It provides account processing, merchant acquiring, point-of-sale software, card issuing, digital banking, bill payment, and network services. The key variables are transaction volume, merchant scale, bank-core retention, pricing, acquisition integration, and payment-technology upgrades.

Sources Fiserv investor relations investors.fiserv.com
Business Services

Company profile

Business mix

  • Merchant solutions: Clover point-of-sale systems, acquiring, payment processing, and merchant software.
  • Financial institution services: bank-core processing, account processing, digital banking, card issuing, and payment services.
  • Payments and networks: debit networks, bill payment, transfers, risk tools, and data services create platform scale.

Current key questions

  • Can merchant volume, Clover growth, and acquiring economics offset consumer or competitive pressure?
  • Do bank-processing renewals, digital-banking contracts, and switching costs remain stable?
  • Can integration, modernization, and buybacks continue to compound free cash flow per share?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 9.21 FCF 14.22% Buyback 5.73%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.5% $1.1B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 0.6% $418.2M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 1.6% $61.1M 2026-03-31
Davis Advisors Chris Davis 0.2% $32.9M 2026-03-31
Ariel Investments John Rogers 0.3% $24.1M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 1 13F filing periods
Net reducers 6 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $665.2M Estimated from net added shares
Reduction amount $693.7M Estimated from net reduced shares
Net share change / base shares +20.1% +5,006,058 / 24,891,193
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 25.8% 13F value change +$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 435,924 Last 1 periods +112,360 (+25.8%) Total shares 548,284 Value $30.6M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 26.9% 13F value change +$56.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 15,554,703 Last 1 periods +4,182,927 (+26.9%) Total shares 19,737,630 Value $1.1B
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$147,774
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,200,000 Last 1 periods -2,200,000 (-100.0%) Total shares 0 Value $0
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 34.7% 13F value change +$2.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 321,025 Last 1 periods +111,534 (+34.7%) Total shares 432,559 Value $24.1M
First Eagle legacy Jean-Marie Eveillard 1 filing periods
13F 2026-03-31 Filed 2026-05-12
New Shares - 13F value change +$418.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 1 periods +7,495,234 (New) Total shares 7,495,234 Value $418.2M
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Major reduction Shares -23.9% 13F value change -$35.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,437,643 Last 1 periods -342,984 (-23.9%) Total shares 1,094,659 Value $61.1M
Davis Advisors Chris Davis 1 filing periods
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 3.5% 13F value change -$5.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 568,982 Last 1 periods +19,903 (+3.5%) Total shares 588,885 Value $32.9M
Appaloosa David Tepper 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$119.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 925,000 Last 1 periods -925,000 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$205.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,593,157 Last 1 periods -1,593,157 (-100.0%) Total shares 0 Value $0
Giverny Capital Francois Rochon 1 filing periods
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$84.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 651,257 Last 1 periods -651,257 (-100.0%) Total shares 0 Value $0
GQG Partners Rajiv Jain 1 filing periods
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$265.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 1,203,502 Last 1 periods -1,203,502 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.