Jana Partners Acquires $150.8M of Fiserv Shares in Q4 2025
Jana Partners boosted its holding in Fiserv by 2,245,520 shares in the fourth quarter of 2025, representing 7.85% of its portfolio and valued at $150.83 million. Fiserv was the firm’s most significant new buy in that period.
1. Jana Partners Adds Fiserv Position
In its fourth-quarter 2025 13F filing, Jana Partners revealed a new position in Fiserv totaling 2,245,520 shares. This stake equates to 7.85% of the firm’s portfolio and carries a market value of $150.83 million, marking Fiserv as the largest new addition.
2. Potential Impact on Fiserv
Jana Partners’ sizeable investment suggests a belief in undervaluation and potential for value creation, possibly through active engagement or governance changes. This move could drive investor interest in Fiserv shares and pressure management on strategic initiatives.