What smart money is saying about Fiserv
9 funds in our archive have pitched Fiserv — most recently Oakmark Fund in December 2025.
Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat, an omnichannel commerce solution; Clover, a cloud-based point-of-sale and business management platform; and Clover Connect, an independent software vendors platform. This segment distributes through various channels, including direct sales teams, strategic partnerships with agent sales forces, independent software vendors, financial institutions, and other strategic partners. The Fintech segment offers customer deposit and loan accounts, as well as manages an institution's general ledger and central information files. This segment also provides digital banking, financial and risk management, professional services and consulting, item processing and source capture, and other products and services. The Payments segment offers card transactions, such as debit, credit, and prepaid card processing and services; security and fraud protection products; card production; print services; and various network services, as well as non-card digital payment software and services, including bill payment, account-to-account transfers, person-to-person payments, electronic billing, and security and fraud protection products. It serves business, banks, credit unions, other financial institutions, merchants, and corporate clients. Fiserv, Inc. was incorporated in 1984 and is headquartered in Brookfield, Wisconsin.
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Position history
Between Q2 2025 and Q2 2026, 1 fund letter reported a position in Fiserv, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 4 |
| Q3 2025 | 0 | 0 | 0 | 3 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Fund activity · 1 position
- HoldsGator Financial Partners Financials Sector Hedge FundsJune 2026
“The largest detractors were long positions in Fiserv and Carlyle and short positions in TD Bank, Citigroup, and KeyCorp.”
Read the letterFiserv
Fund coverage · 9 theses
- Oakmark FundDecember 2025
Fiserv is a bank software and payments processor with attractive assets, leadership upgrades, and an appealing valuation versus expected growth.
Read the full thesis - Ariel Focused ValueDecember 2025
Fiserv is a leading payments and fintech provider with scale, high switching costs and recurring revenue, resetting expectations ahead of long-term digital payments growth.
Read the full thesis - Vulcan Value PartnersDecember 2025
Fiserv, Inc. is a high-recurring-revenue fintech reinvesting to strengthen long-term growth after uncovering issues, creating an attractive opportunity despite near-term guidance cuts.
Read the full thesis - Patient Capital ManagementDecember 2025
Fiserv is a leading payments platform with embedded client relationships resetting under a new CEO, with a path back to double-digit EPS growth by 2027.
Read the full thesis - Vulcan Value PartnersSeptember 2025
Fiserv Inc. is a financially robust global payments solutions provider with high customer retention and substantial free cash flow, positioning it as a valuable investment opportunity.
Read the full thesis - Ariel Focus FundSeptember 2025
Fiserv, Inc. is a leading global provider of payment processing and financial services technology solutions, offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology.
Read the full thesis - Vltava FundSeptember 2025
Fiserv is a leading American financial technology provider with robust growth potential, strong market positioning, and a focus on digital payment solutions, despite recent share price fluctuations.
Read the full thesis - Giverny CapitalJune 2025
Fiserv is a resilient growth company with a 39-year track record of 10% earnings growth, serving as the key technology provider for regional banks and offering significant potential through products like Clover.
Read the full thesis - Ariel Appreciation FundJune 2025
Fiserv, Inc. is a leading global provider of payment processing and financial services technology solutions, offering a best-in-class business with strong growth potential despite a recent stock pullback.
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