FI — FISERV INC

Ownership history in Sunpointe, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, 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
0.19% (2025 Q2)
Avg. % of fund
0.17%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,143 +363 +13.1% 0.15% $405K —
2025 Q2 INITIATED 2,780 — — 0.19% $479K —
% 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% Danica Pension, Livsforsikringsaktieselskab 3.41% Warther Private Wealth, LLC 3Y 3.31%
← Back to Sunpointe, LLC Holdings