CRAMER ROSENTHAL MCGLYNN LLC GPN GLOBAL PAYMENTS INC Common Stocks

Ownership history in CRAMER ROSENTHAL MCGLYNN LLC  ·  9 quarters on record

AI Ownership Summary

CRAMER ROSENTHAL MCGLYNN LLC reported GLOBAL PAYMENTS INC Common Stocks (GPN) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.89% in 2025 Q1. The latest visible filing shows GPN at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRAMER ROSENTHAL MCGLYNN LLC's position in GLOBAL PAYMENTS INC Common Stocks, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GPN was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CRAMER ROSENTHAL MCGLYNN LLC held GPN — position size vs. price
% of Fund (quarterly)    GPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 162,831 +19,864 +13.9% 0.80% $11.0M 2026-05-15 $67.58
2025 Q4 ADDED 142,967 +71,711 +100.6% 0.71% $11.1M 2026-02-13 $68.26
2025 Q3 REDUCED 54.8% -3.4% 71,256 -86,360 -54.8% 0.37% $5.9M 2025-11-12 $76.90
2025 Q2 REDUCED 41.1% +8.2% 157,616 -109,814 -41.1% 0.87% $12.6M 2025-08-11 $80.09
2025 Q1 REDUCED 267,430 -9,082 -3.3% 1.89% $26.2M 2025-05-14 $82.13
2024 Q4 ADDED 276,512 +200,057 +261.7% 1.75% $31.0M 2025-02-13 $102.57
2024 Q3 REDUCED 94.6% +8.4% 76,455 -1,352,075 -94.6% 0.43% $7.8M 2024-11-14 $114.22
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CRAMER ROSENTHAL MCGLYNN LLC and GPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CRAMER ROSENTHAL MCGLYNN LLC reported owning GPN?

CRAMER ROSENTHAL MCGLYNN LLC reported GPN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GPN position in CRAMER ROSENTHAL MCGLYNN LLC's portfolio?

The largest reported portfolio weight for GPN was 1.89% in 2025 Q1.

What is the latest reported GPN position on this page?

The most recent filing on this page is 2026 Q1, when CRAMER ROSENTHAL MCGLYNN LLC reported 162,831 shares, equal to 0.80% of portfolio, with an estimated market value of $11.0M.

What does the chart on this GPN ownership page compare?

The chart compares CRAMER ROSENTHAL MCGLYNN LLC's quarterly GPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CRAMER ROSENTHAL MCGLYNN LLC time their GPN position?

Based on 13F filing dates vs. subsequent GPN price moves, CRAMER ROSENTHAL MCGLYNN LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on GPN relative to SPY over the holding period was -34.7%.

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