SEGALL BRYANT & HAMILL, LLC PZZA — Papa John's Intl Inc

Ownership history in SEGALL BRYANT & HAMILL, LLC  ·  40 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported Papa John's Intl Inc (PZZA) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q3. The latest visible filing shows PZZA at 0.55% 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 PZZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEGALL BRYANT & HAMILL, LLC's position in Papa John's Intl Inc, 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
2025 Q4

PZZA was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

PZZA stock page SEGALL BRYANT & HAMILL, LLC fund profile SEGALL BRYANT & HAMILL, LLC full holdings
How SEGALL BRYANT & HAMILL, LLC held PZZA — position size vs. price
% of Fund (quarterly)    PZZA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.7% -14.7% ✅ 1,060,089 -114,280 -9.7% 0.55% $40.8M 2026-02-14 (Est.) $31.79
2025 Q3 ADDED — — — 1,174,369 +251,560 +27.3% 0.75% $56.5M 2025-11-12 $39.77
2025 Q2 ADDED — — — 922,809 +146,640 +18.9% 0.63% $45.2M 2025-08-12 $44.56
2025 Q1 ADDED — — — 776,169 +199,840 +34.7% 0.49% $31.9M 2025-05-02 $34.09
2024 Q4 ADDED — — — 576,329 +327,300 +131.4% 0.33% $23.7M 2025-02-11 $39.89
2024 Q3 REDUCED 5.1% -24.9% ✅ 249,029 -13,494 -5.1% 0.18% $13.4M 2024-11-08 $51.48
2024 Q2 REDUCED 17.6% +15.8% ❌ 262,523 -56,026 -17.6% 0.22% $12.3M 2024-08-14 $41.53
2024 Q1 ADDED — — — 318,549 +58,134 +22.3% 0.40% $21.2M 2024-05-15 $48.10
2023 Q4 REDUCED 34.2% -10.2% ✅ 260,415 -135,543 -34.2% 0.38% $19.9M 2024-02-14 $66.08
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PZZA

As of 2026 Q1 — sorted by position size

Fiduciary Alliance LLC 3Y 0.3% WINEBRENNER CAPITAL MANAGEMENT LLC 0.15% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.13% REXFORD CAPITAL INC 0.11% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.08% FNY Investment Advisers, LLC 3Y 7Y 0.04% SILVER OAK SECURITIES, INCORPORATED 3Y 0.02% Skylands Capital, LLC 3Y 7Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About SEGALL BRYANT & HAMILL, LLC and PZZA

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

How long has SEGALL BRYANT & HAMILL, LLC reported owning PZZA?

SEGALL BRYANT & HAMILL, LLC reported PZZA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PZZA position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for PZZA was 0.75% in 2025 Q3.

What is the latest reported PZZA position on this page?

The most recent filing on this page is 2025 Q4, when SEGALL BRYANT & HAMILL, LLC reported 1,060,089 shares, equal to 0.55% of portfolio, with an estimated market value of $40.8M.

What does the chart on this PZZA ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC's quarterly PZZA 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 SEGALL BRYANT & HAMILL, LLC time their PZZA position?

Based on 13F filing dates vs. subsequent PZZA price moves, SEGALL BRYANT & HAMILL, LLC correctly timed 12 out of 39 reported position changes (31%). The annualised alpha on PZZA relative to SPY over the holding period was -13.4%.

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