JANA Partners Management, LP: FISERV, INC. (FISV): Quarterly 13F Position History
As of Q1 2026, JANA Partners Management, LP reported 4,435,605 shares of FISERV, INC. (FISV), worth $247.5M and representing 15.4% of its 13F equity book. Quarter-over-quarter share count change: + 2,190,085 (+97.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 4,435,605Shares Held (Latest Filing)
- $247.5MReported Market Value (Latest Filing)
- 15.4%Portfolio Weight (% of 13F Equity Book)
- +2,190,085Quarter-over-Quarter Share Change
- +$96.7MQuarter-over-Quarter Value Change
- 4,435,605Peak Reported Shares (Historical)
Recent initiation: JANA Partners Management, LP first reported FISV on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,435,605 | +2,190,085 | +97.5% | $247.5M | 15.4% | $55.8 |
| Q4 2025 | 2,245,520 | — | — | $150.8M | 7.8% | $67.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did JANA Partners Management, LP first disclose a FISV position in 13F-HR filings?
JANA Partners Management, LP first reported FISERV, INC. (FISV) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was JANA Partners Management, LP's most recent quarter-over-quarter share-count change in FISV?
Between Q4 2025 and Q1 2026, JANA Partners Management, LP added 2,190,085 shares of FISV (+97.5%), bringing the total reported position to 4,435,605 shares at a market value of $247.5M.
Does the implied price-per-share represent JANA Partners Management, LP's cost basis in FISV?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.