Senator Investment Group LP — VISA INC V: Quarterly 13F Position History
Senator Investment Group LP has reported VISA INC (V) on 38 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2016. As of Q1 2026, the position is sized at 255,000 shares ($77.1M market value, 3.54% of the equity book). Quarter-over-quarter share count change: + 255,000 (0.0%) .
- 255,000Shares Held (Latest Filing)
- $77.1MReported Market Value (Latest Filing)
- 3.54%Portfolio Weight (% of 13F Equity Book)
- +255,000Quarter-over-Quarter Share Change
- +$77.1MQuarter-over-Quarter Value Change
- 2,750,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 255,000 | +255,000 | — | $77.1M | 3.54% | $302.24 |
| Q4 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2023 | 0 | 170,000 | -100.0% | $0 | 0.00% | — |
| Q2 2023 | 170,000 | +170,000 | — | $40.4M | 1.82% | $237.48 |
| Q1 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 422,500 | -100.0% | $0 | 0.00% | — |
| Q1 2022 | 422,500 | +72,500 | +20.7% | $93.7M | 2.90% | $221.77 |
| Q4 2021 | 350,000 | 50,000 | -12.5% | $75.8M | 1.47% | $216.71 |
| Q3 2021 | 400,000 | 250,000 | -38.5% | $89.1M | 1.52% | $222.75 |
| Q2 2021 | 650,000 | +130,000 | +25.0% | $152.0M | 2.89% | $233.82 |
| Q1 2021 | 520,000 | 0 | — | $110.1M | 2.26% | $211.73 |
| Q4 2020 | 520,000 | +60,000 | +13.0% | $113.7M | 2.15% | $218.73 |
| Q3 2020 | 460,000 | +110,000 | +31.4% | $92.0M | 2.68% | $199.97 |
| Q2 2020 | 350,000 | 100,000 | -22.2% | $67.6M | 2.34% | $193.17 |
| Q1 2020 | 450,000 | 50,000 | -10.0% | $72.5M | 2.63% | $161.12 |
| Q4 2019 | 500,000 | 489,698 | -49.5% | $94.0M | 2.57% | $187.90 |
| Q3 2019 | 989,698 | 10,302 | -1.0% | $170.2M | 4.27% | $172.01 |
| Q2 2019 | 1,000,000 | 175,000 | -14.9% | $173.6M | 3.19% | $173.55 |
| Q1 2019 | 1,175,000 | 75,000 | -6.0% | $183.5M | 4.14% | $156.19 |
| Q4 2018 | 1,250,000 | +1,250,000 | — | $164.9M | 4.60% | $131.94 |
| Q3 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2017 | 0 | 1,900,000 | -100.0% | $0 | 0.00% | — |
| Q3 2017 | 1,900,000 | 0 | — | $200.0M | 2.66% | $105.24 |
| Q2 2017 | 1,900,000 | 350,000 | -15.6% | $178.2M | 2.01% | $93.78 |
| Q1 2017 | 2,250,000 | 500,000 | -18.2% | $200.0M | 2.46% | $88.87 |
| Q4 2016 | 2,750,000 | — | — | $214.6M | 3.26% | $78.02 |
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 Senator Investment Group LP first disclose a V position in 13F-HR filings?
Senator Investment Group LP first reported VISA INC (V) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was Senator Investment Group LP's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, Senator Investment Group LP added 255,000 shares of V (0.0%), bringing the total reported position to 255,000 shares at a market value of $77.1M.
Does the implied price-per-share represent Senator Investment Group LP's cost basis in V?
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.