FI — FISERV INC

Ownership history in Clear Creek Financial Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Clear Creek Financial Management, LLC reported a position in FISERV INC (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q1)
Avg. % of fund
0.1%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,513 -1,514 -30.1% 0.04% $453K —
2025 Q2 REDUCED 5,027 -2,107 -29.5% 0.08% $867K —
2025 Q1 INITIATED 7,134 — — 0.16% $1.6M —
% of Fund (quarterly)

Other funds also holding FI

As of 2025 Q4 — sorted by position size

Corus Family Wealth Advisors 3Y 14.94% Courant Investment Management LLC 3Y 7Y 11.54% JANA Partners Management, LP 7.85% PITTENGER & ANDERSON INC 3Y 7Y 7.44% America First Investment Advisors, LLC 3Y 7Y 4.56% HARBER ASSET MANAGEMENT LLC 3Y 7Y 4.45% Aryeh Capital Management Ltd. 3Y 4.43% Redwood Grove Capital, LLC 3Y 3.64% Warther Private Wealth, LLC 3Y 3.31% Poehling Capital Management, INC. 3Y 7Y 2.84%
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