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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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 6 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 5 Share count unchanged
Increase amount $1.3B Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +421.8% +24,167,290 / 5,729,961
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 33.7% 13F value change +$716,604
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 110.8% 13F value change +$9.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 107.2% 13F value change +$2.2M
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 74,674 Last 4 periods +473,610 (+634.2%) Total shares 548,284 Value $30.6M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -5.7% 13F value change -$328.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 26.9% 13F value change -$47.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 130.0% 13F value change +$172.7M
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 5,650,581 Last 4 periods +14,087,049 (+249.3%) Total shares 19,737,630 Value $1.1B
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$154,307
13F 2025-09-30 Filed 2025-11-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 145.8% 13F value change +$32,382
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 3784.1% 13F value change +$30.5M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 38.4% 13F value change +$1.1M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 26.9% 13F value change -$11.0M
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 4,706 Last 4 periods +427,853 (+9091.6%) 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 4 periods +7,495,234 (New) Total shares 7,495,234 Value $418.2M
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$103.4M
13F 2025-12-31 Filed 2026-02-09
Major increase Shares 79.0% 13F value change -$6.9M
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 0 Last 4 periods +1,094,659 (New) Total shares 1,094,659 Value $61.1M
Davis Advisors Chris Davis 2 filing periods
13F 2025-12-31 Filed 2026-02-02
New Shares - 13F value change +$38.2M
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 0 Last 4 periods +588,885 (New) Total shares 588,885 Value $32.9M
Appaloosa David Tepper 2 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$119.3M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$256.9M
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 8.5% 13F value change -$39.3M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 26.3% 13F value change -$12.2M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Giverny Capital Francois Rochon 4 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$139.0M
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 3.0% 13F value change -$27.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.4% 13F value change -$27.9M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
GQG Partners Rajiv Jain 2 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$265.8M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.