SEC 13F Intelligence

Night Owl Capital Management, LLC / FISV

Night Owl Capital Management, LLC’s Fiserv Inc Position

Does Night Owl Capital Management, LLC own Fiserv Inc (FISV)? Not currently — the last reported position was 155.6K shares worth $27M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$27M
Q2 2025
Shares
155.6K
% of Portfolio
+3.10%
Quarters Held
24
position exited

Position History FISV

Reported value by quarter
Q3 ’19: $14MQ3 ’19Q4 ’19: $17MQ1 ’20: $18MQ2 ’20: $19MQ2 ’20Q3 ’20: $21MQ4 ’20: $27MQ1 ’21: $29MQ1 ’21Q2 ’21: $26MQ3 ’21: $38MQ4 ’21: $19MQ4 ’21Q1 ’22: $19MQ2 ’22: $15MQ3 ’22: $17MQ3 ’22Q4 ’22: $19MQ1 ’23: $21MQ2 ’23: $23MQ2 ’23Q3 ’23: $21MQ4 ’23: $25MQ1 ’24: $33MQ1 ’24Q2 ’24: $31MQ3 ’24: $47MQ4 ’24: $55MQ4 ’24Q1 ’25: $62MQ2 ’25: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025155.6K$27M+3.10%
Q1 2025281.1K$62M+7.76%
Q4 2024270.0K$55M+7.17%
Q3 2024261.5K$47M+6.42%
Q2 2024206.2K$31M+4.60%
Q1 2024208.9K$33M+5.07%
Q4 2023189.5K$25M+5.03%
Q3 2023188.4K$21M+5.28%
Q2 2023185.2K$23M+5.96%
Q1 2023189.9K$21M+7.59%
Q4 2022186.1K$19M+8.79%
Q3 2022184.3K$17M+7.18%
Q2 2022173.8K$15M+5.93%
Q1 2022184.0K$19M+5.30%
Q4 2021180.9K$19M+3.82%
Q3 2021352.9K$38M+6.72%
Q2 2021247.1K$26M+5.21%
Q1 2021246.3K$29M+5.97%
Q4 2020239.6K$27M+5.25%
Q3 2020206.0K$21M+4.42%
Q2 2020194.5K$19M+4.53%
Q1 2020193.0K$18M+6.13%
Q4 2019144.8K$17M+4.81%
Q3 2019138.0K$14M+4.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of FISV.