InvestorLens

GPN — GLOBAL PAYMENTS INC - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying GPN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
2 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their GPN position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ray Dalio, Paul Tudor Jones)
  • +4 tracked investors reported holding GPN at their latest filing
  • +Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About GLOBAL PAYMENTS INC - US (GPN)

GLOBAL PAYMENTS INC - US (GPN) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $338M. Across recent filings, tracked investors recorded 6 new positions, 13 increased, 7 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in GPN

63
/100
Institutional Accumulation
Added / Increased19
Reduced7
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track GPN

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

GPN Ownership Composition

How GLOBAL PAYMENTS INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
91% of tracked value
Institutions
4
tracked investors
Total Reported
$313.7M
combined 13F value
Types2
  • Multi-Strategy / Quant91.5%
  • Macro8.5%
Multi-Strategy / Quant(2)
91.5%
Macro(2)
8.5%

Tracked investors currently reporting GPN

3 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    751.3K
    Value
    $54.5M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    3.2M
    Value
    $232.5M
    % Portfolio
    0.03%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    170.1K
    Value
    $12.3M
    % Portfolio
    0.05%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    197.7K
    Value
    $14.3M
    % Portfolio
    0.02%

Previously held GPN

These investors reported GPN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management652.2K$54.2MSep 30, 2025
George SorosSoros Fund Management460K$47.1MSep 30, 2024
David EinhornDME Capital Management, LP452.7K$35MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold GPN?
4 tracked institutional investors disclosed a position in GPN (GLOBAL PAYMENTS INC - US) in their most recent 13F filing.
Who is the largest institutional holder of GPN?
Izzy Englander, Millennium Management, holds the largest disclosed position in GPN, valued at $338M.
Did institutional ownership of GPN increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 13 increased, 7 reduced, and 4 fully exited GPN.
Where does this GPN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.