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GENPACT LIMITED G

Genpact Limited provides business process outsourcing and information technology services in India, the rest of Asia, North and Latin America, and Europe. It operates through three segments: Financial services; Consumer and Healthcare; and High Tech and Manufacturing.

Company profile

Business mix

  • It operates through three segments: Financial services; Consumer and Healthcare; and High Tech and Manufacturing.
  • The Financial Services segment offers customer onboarding, customer service, collections, retail and commercial loan operations, payment operations, mortgage origination and servicing, compliance, wealth management.
  • The Consumer and Healthcare segment provides demand generation, sensing and planning, supply chain planning and management, pricing and trade promotion management, deduction recovery management, order management, digital commerce.
  • The High Tech and Manufacturing segment offers solutions for trust and safety, advertising sales support, customer and user experience, customer care support, supply chain management, direct and indirect procurement, logistics, field, aftermarket support.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Vulcan Value Partners C.T. Fitzpatrick 0.7% $26.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $23.1M Estimated from net added shares
Reduction amount $2.1M Estimated from net reduced shares
Net share change / base shares +61.4% +470,370 / 765,615
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -7.8% 13F value change -$7.5M
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 6.3% 13F value change +$367,336
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -0.5% 13F value change +$3.5M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -4.9% 13F value change -$8.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 765,615 Last 4 periods -55,302 (-7.2%) Total shares 710,313 Value $26.5M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$35.4M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -25.1% 13F value change -$12.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +525,672 (New) Total shares 525,672 Value $23.1M

Recent mentions

No public mentions.