What smart money is saying about Fidelity National Information Services
1 fund in our archive has pitched Fidelity National Information Services — most recently Covesto Patient Capital in March 2025.
Fidelity National Information Services, Inc. provides technology solutions for merchants, banks, and capital markets firms worldwide. It operates through Merchant Solutions, Banking Solutions, and Capital Market Solutions segments. The Merchant Solutions segment offers enterprise acquiring, software-led small- to medium-sized businesses acquiring, and global e-commerce solutions. The Banking Solutions segment provides core processing and ancillary applications; digital solutions, including Internet, mobile, and e-banking; fraud, risk management, and compliance solutions; electronic funds transfer and network services; card and retail payment solutions; wealth and retirement solutions; and item processing and output services. The Capital Market Solutions segment offers securities processing and finance, global trading, asset management and insurance, and corporate liquidity solutions. Fidelity National Information Services, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q1 2026, 1 fund letter reported a position in Fidelity National Information Services, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsBrown Advisory U.S. Value FundMarch 2026
“Along with many names in the payments/fintech space, Fidelity Information Services (FIS) also came under pressure due to AI-related fears and the potential disruption to the business long-term.”
Read the letterFidelity National Information Services
Fund coverage · 1 thesis
- Covesto Patient CapitalMarch 2025
Fidelity National Information Services (FIS) is a leading provider of core banking solutions and issuer processing services, generating $10 billion in revenue with 80% recurring income and a focus on long-term contracts.
Read the full thesis
Read every full thesis on Fidelity National Information Services
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→