Decision Timeline

FISV, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 38
Buy / add: 16
Trim / exit: 22

Eight-quarter evidence

6 reported quarters

Q2 2026
filed Aug 24, 2026
55d lag
ADD+189.7%
First Eagle Investment Management · 0.9% of reported portfolio
Original SEC filing ↗
-16.1% vs SPY
28 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+110.4%
Hillman Capital Management · 3.1% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+26.9%
Bill Nygren · 1.5% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-59.4%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
EXITEXIT
Seth Klarman · 2.8% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
ADD+273.6%
Samantha McLemore · 2.0% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ADD+31.0%
Mairs & Power Funds · 1.2% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
NEWNEW
First Eagle Investment Management · 0.6% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 11, 2026
41d lag
TRIM-23.9%
Vulcan Value Partners · 1.7% of reported portfolio
Original SEC filing ↗
-8.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Mar 17, 2026
76d lag
ADD+79.0%
Vulcan Value Partners · 1.7% of reported portfolio
Original SEC filing ↗
-26.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+67.6%
Hillman Capital Management · 1.6% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
EXITEXIT
David Tepper · 1.6% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
EXITEXIT
Norbert Lou · 1.5% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+130.0%
Bill Nygren · 1.3% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+67.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
ADD+145.8%
Seth Klarman · 2.8% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
ADD+28.1%
Dodge & Cox Funds · 1.8% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
EXITEXIT
Francois Rochon · 2.6% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
NEWNEW
Samantha McLemore · 0.7% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 3, 2026
34d lag
EXITEXIT
Robert Olstein · 1.4% of reported portfolio
Original SEC filing ↗
-9.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 28, 2026
28d lag
EXITEXIT
Torray Funds · 0.8% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 16, 2026
16d lag
EXITEXIT
David Katz · 0.9% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Aug 12, 2025
224d lag
ADD+25.7%
Francois Rochon · 4.7% of reported portfolio
Original SEC filing ↗
-58.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-37.6%
Bill Nygren · 2.4% of reported portfolio
Original SEC filing ↗
-26.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 8, 2025
38d lag
EXITEXIT
Vulcan Value Partners · 0.5% of reported portfolio
Original SEC filing ↗
-40.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 22, 2025
22d lag
EXITEXIT
David Katz · 0.7% of reported portfolio
Original SEC filing ↗
-52.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-33.9%
Bill Nygren · 3.2% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-67.1%
Vulcan Value Partners · 1.3% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-92.4%
Samantha McLemore · 1.2% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-25.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
EXITEXIT
Sarah Ketterer · 1.3% of reported portfolio
Original SEC filing ↗
-28.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 15, 2024
46d lag
EXITEXIT
Jeffrey Ubben et al · 4.6% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-30.7%
Samantha McLemore · 1.5% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
EXITEXIT
Mason Hawkins · 1.4% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+3505.4%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-32.2%
Sarah Ketterer · 1.8% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-26.0%
Vulcan Value Partners · 1.3% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 31, 2024
31d lag
ADD+30.8%
Robert Olstein · 0.5% of reported portfolio
Original SEC filing ↗
+0.3% vs SPY
63 sessions after disclosure
direction supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.