GLOBAL PMTS INC GPN
COM · Common Stock · CUSIP 37940X102 · ISIN US37940X1028
American technology company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersAtlanta, GA
- Founded2000
- Websiteglobalpaymentsinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($69.4m this quarter). Holder counts are more reliable. Shares outstanding: 279.9m as of 2026-02-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $77.44. Options: 30 managers hold calls ($486.8m notional), 27 hold puts ($275.8m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 866 |
| Q4 2022 | 835 |
| Q1 2023 | 852 |
| Q2 2023 | 835 |
| Q3 2023 | 863 |
| Q4 2023 | 913 |
| Q1 2024 | 944 |
| Q2 2024 | 903 |
| Q3 2024 | 897 |
| Q4 2024 | 933 |
| Q1 2025 | 879 |
| Q2 2025 | 807 |
| Q3 2025 | 824 |
| Q4 2025 | 841 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 448 | 399 |
| Q2 2024 | 444 | 476 |
| Q3 2024 | 440 | 425 |
| Q4 2024 | 390 | 454 |
| Q1 2025 | 379 | 499 |
| Q2 2025 | 362 | 488 |
| Q3 2025 | 429 | 359 |
| Q4 2025 | 352 | 438 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $393.3m | $336.5m | 0.86 |
| Q2 2025 | $467.8m | $683.3m | 1.46 |
| Q3 2025 | $486.3m | $320.5m | 0.66 |
| Q4 2025 | $486.8m | $275.8m | 0.57 |
Biggest buyers
| HARRIS ASSOCIATES L P | Added | +4.5m |
| BARCLAYS PLC | Added | +2.6m |
| HSBC HOLDINGS PLC | Added | +1.8m |
| Clearbridge Investments, LLC | Added | +925.1k |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Added | +779.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +683.5k |
| Assenagon Asset Management S.A. | Added | +651.7k |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +500.9k |
| Amundi | Added | +463.4k |
| DME Capital Management, LP | New | +452.7k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -2.0m |
| Balyasny Asset Management L.P. | Reduced | -2.0m |
| D. E. Shaw & Co., Inc. | Reduced | -1.3m |
| BANK OF NOVA SCOTIA | Reduced | -996.1k |
| FRANKLIN RESOURCES INC | Reduced | -826.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -580.6k |
| UBS Group AG | Reduced | -483.1k |
| CITADEL ADVISORS LLC | Reduced | -449.9k |
| JPMORGAN CHASE & CO | Reduced | -445.2k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -400.3k |
Biggest calls
| NOMURA HOLDINGS INC | Added | $150.9m1.9m shares |
| Greenhouse Funds LLLP | Reduced | $50.3m650.0k shares |
| ROYAL BANK OF CANADA | Unchanged | $48.3m624.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.5m613.9k shares |
| CITADEL ADVISORS LLC | Added | $44.9m579.6k shares |
| GROUP ONE TRADING LLC | Added | $31.4m405.6k shares |
| IMC-Chicago, LLC | Added | $16.9m217.9k shares |
| Melqart Asset Management (UK) Ltd | New | $16.3m210.5k shares |
| BARCLAYS PLC | Reduced | $13.9m180.0k shares |
| JANE STREET GROUP, LLC | Added | $9.9m128.3k shares |
Biggest puts
| IMC-Chicago, LLC | Added | $75.8m978.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $30.6m395.5k shares |
| Portman Square Capital LLP | Reduced | $28.9m373.8k shares |
| ROYAL BANK OF CANADA | Reduced | $26.8m346.3k shares |
| CITADEL ADVISORS LLC | Added | $23.1m298.3k shares |
| JANE STREET GROUP, LLC | Added | $15.3m197.4k shares |
| GROUP ONE TRADING LLC | Added | $13.0m168.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.9m115.0k shares |
| Walleye Trading LLC | Added | $8.7m112.2k shares |
| Qube Research & Technologies Ltd | Reduced | $6.4m82.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| GTCR W Aggregator LP 13G · passive investor new · filed 2026-01-12 | 15.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $537.2k | — |
| Q3 2024 | 0 | — | 1 | $166.3k | — |
| Q4 2024 | 1 | $672.8k | 2 | $3.5m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $202.0k | — |
| Q3 2025 | 0 | — | 3 | $721.7k | — |
| Q4 2025 | 2 | $1.2m | 3 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-11 | BALDWIN ROBERT H B JR Director | Bought | $846.1k10.4k shares |
| 2025-12-11 | SHEFFIELD DAVID M EVP, Chief Accounting Officer | Sold | $164.1k2.0k shares |
| 2025-12-10 | BALDWIN ROBERT H B JR Director | Bought | $240.8k3.0k shares |
| 2025-12-03 | Green David Lawrence Chief Administrative Officer | Sold | $927.9k11.6k shares |
| 2025-11-12 | MCDANIEL CONNIE D Director | Sold | $347.3k4.5k shares |
| 2025-11-07 | Watson Patricia A Director | Bought | $99.9k1.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 23.2m $1.8bn | Reduced -367.3k |
| BlackRock, Inc. 0.03% of their portfolio | 19.7m $1.5bn | Reduced -243.1k |
| PZENA INVESTMENT MANAGEMENT LLC 2.64% of their portfolio | 11.4m $883.1m | Added +500.9k |
| HARRIS ASSOCIATES L P 1.11% of their portfolio | 11.3m $878.4m | Added +4.5m |
| STATE STREET CORP 0.03% of their portfolio | 10.4m $802.3m | Reduced -128.2k |
| BARCLAYS PLC 0.29% of their portfolio | 9.3m $719.6m | Added +2.6m |
| Pinnacle Financial Partners, Inc. 4.43% of their portfolio | 7.6m $586.3m | First filing |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 7.3m $566.6m | Reduced -29.8k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 6.8m $522.7m | Reduced -361.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 6.3m $486.7m | Reduced -76.9k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 9.76% of their portfolio | 5.9m $458.3m | Added +779.2k |
| NORGES BANK 0.03% of their portfolio | 3.6m $276.0m | Not comparable |
| Invesco Ltd. 0.02% of their portfolio | 3.3m $257.5m | Added +411.2k |
| MORGAN STANLEY 0.01% of their portfolio | 3.0m $235.9m | Added +86.3k |
| Amundi 0.06% of their portfolio | 2.9m $226.1m | Added +463.4k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 2.9m $221.5m | Added +1.8m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.7m $207.1m | Added +45.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.3m $176.1m | Reduced -151.1k |
| FMR LLC 0.01% of their portfolio | 2.1m $164.3m | Reduced -277.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $162.1m | Reduced -32.7k |
| UBS Group AG 0.03% of their portfolio | 2.1m $161.0m | Reduced -483.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.13% of their portfolio | 2.0m $156.2m | Reduced -580.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 2.0m $151.9m | Reduced -84.7k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.9m $147.2m | Added +40.2k |
| Brandywine Global Investment Management, LLC 0.98% of their portfolio | 1.9m $146.2m | Added +237.5k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.8m $142.2m | Reduced -826.9k |
| LYRICAL ASSET MANAGEMENT LP 1.84% of their portfolio | 1.8m $140.6m | Reduced -118.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $135.4m | Added +50.2k |
| Legal & General Group Plc 0.03% of their portfolio | 1.7m $128.4m | Added +16.9k |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 1.5m $115.2m | Added +43.5k |
| Focused Investors LLC 3.60% of their portfolio | 1.5m $113.2m | Added +257.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.4m $112.1m | Reduced -45.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.4m $110.8m | Added +227.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.19% of their portfolio | 1.4m $109.3m | Added +683.5k |
| Davis Asset Management, L.P. 3.88% of their portfolio | 1.4m $108.4m | Unchanged |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $107.2m | Added +167.5k |
| NATIONAL BANK OF CANADA /FI/ 0.11% of their portfolio | 1.4m $105.2m | Added +339.6k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.3m $102.3m | Added +42.3k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.3m $99.1m | Reduced -449.9k |
| LAZARD ASSET MANAGEMENT LLC 0.16% of their portfolio | 1.2m $93.6m | Added +68.1k |
| Assenagon Asset Management S.A. 0.14% of their portfolio | 1.2m $93.4m | Added +651.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $83.1m | Reduced -96.4k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 960.2k $74.3m | Added +81.1k |
| Bridgewater Associates, LP 0.27% of their portfolio | 958.1k $74.2m | Reduced -289.5k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 941.3k $72.9m | Added +925.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 885.5k $68.5m | Added +141.0k |
| SG Americas Securities, LLC 0.08% of their portfolio | 809.1k $62.6m | Added +98.8k |
| Invenomic Capital Management LP 2.98% of their portfolio | 797.5k $61.7m | Added +116.4k |
| TORONTO DOMINION BANK 0.11% of their portfolio | 782.5k $60.6m | Added +177.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.99% of their portfolio | 759.2k $58.8m | Added +6.1k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 716.1k $55.4m | Reduced -1.3m |
| EARNEST PARTNERS LLC 0.23% of their portfolio | 693.0k $53.6m | Reduced -35.1k |
| Swiss National Bank 0.03% of their portfolio | 664.9k $51.5m | Reduced -38.2k |
| MACQUARIE GROUP LTD 0.22% of their portfolio | 663.4k $51.3m | Reduced -144.5k |
| Boston Partners 0.05% of their portfolio | 646.9k $50.1m | Reduced -32.8k |
| Vinva Investment Management Ltd 0.63% of their portfolio | 633.6k $50.8m | Added +265.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 607.6k $47.0m | Reduced -54.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 591.9k $45.8m | Reduced -12.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 590.2k $45.7m | Reduced -360.1k |
| Callodine Capital Management, LP 3.60% of their portfolio | 579.0k $44.8m | Added +225.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio | 578.7k $44.8m | Added +262.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 544.9k $42.2m | Reduced -10.7k |
| Nuveen, LLC 0.01% of their portfolio | 512.1k $39.6m | Reduced -20.5k |
| WEITZ INVESTMENT MANAGEMENT, INC. 2.32% of their portfolio | 505.0k $39.1m | Reduced -45.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 499.8k $37.7m | Added +583 |
| AustralianSuper Pty Ltd 0.18% of their portfolio | 490.0k $37.9m | Added +275.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 489.8k $37.9m | Reduced -50.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 460.4k $35.6m | Reduced -5.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 456.8k $35.4m | Reduced -445.2k |
| DME Capital Management, LP 1.23% of their portfolio | 452.7k $35.0m | New |
| LSV ASSET MANAGEMENT 0.08% of their portfolio | 448.1k $34.7m | Added +105.5k |
| Estuary Capital Management LP 6.15% of their portfolio | 446.7k $34.6m | Reduced -55.2k |
| BANK OF NOVA SCOTIA 0.05% of their portfolio | 425.1k $32.9m | Reduced -996.1k |
| PRIVATE MANAGEMENT GROUP INC 0.94% of their portfolio | 418.7k $32.4m | Added +73.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 413.0k $32.0m | Added +62.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 412.9k $32.0m | Reduced -9.1k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 404.9k $31.3m | Reduced -240.1k |
| Blue Trust, Inc. 0.33% of their portfolio | 381.1k $29.5m | Reduced -41.0k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 376.2k $29.1m | Reduced -140.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 360.3k $27.9m | Reduced -400.3k |
| MOORE CAPITAL MANAGEMENT, LP 0.56% of their portfolio | 353.6k $27.4m | Added +122.4k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 342.6k $26.5m | Added +90.5k |
| NOMURA HOLDINGS INC 0.07% of their portfolio | 329.5k $25.5m | Reduced -16.1k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 328.6k $25.4m | Reduced -19.0k |
| Prana Capital Management, LP 0.90% of their portfolio | 319.8k $24.7m | Reduced -98.3k |
| NORTH STAR ASSET MANAGEMENT INC 0.98% of their portfolio | 312.4k $24.2m | Reduced -6.0k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 293.9k $22.8m | Reduced -2.0m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 291.6k $22.6m | Added +10.7k |
| PFA Pension, Forsikringsaktieselskab 0.06% of their portfolio | 288.1k $22.8m | First filing |
| ALGEBRIS (UK) LTD 1.75% of their portfolio | 284.9k $22.1m | Added +72.1k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 284.4k $22.5m | Added +9.6k |
| FIL Ltd 0.02% of their portfolio | 283.5k $21.9m | Added +12.0k |
| LONE PEAK GLOBAL INVESTORS LLC 3.68% of their portfolio | 280.1k $21.7m | New |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.32% of their portfolio | 279.2k $21.6m | Added +92.2k |
| Korea Investment CORP 0.04% of their portfolio | 272.1k $21.1m | Reduced -44.0k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 270.9k $21.0m | Reduced -26.9k |
| Ilex Capital Partners (UK) LLP 0.55% of their portfolio | 253.0k $19.6m | Added +34.3k |
| SORA INVESTORS LLC 1.69% of their portfolio | 252.9k $19.6m | Added +195.8k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 1.32% of their portfolio | 244.3k $18.9m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 237.9k $18.4m | Reduced -3.0k |