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Fiserv, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jae Cho Marex Group plc | 90,105 | $8.74M | $4.23M | -$4.52M | -51.66% |
 NICOLE MARTIN Arlington Trust Co LLC | 19 | $1,060 | $900.91 | -$159.09 | -15.01% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,662 | $946,577.66 | $267,483.07 | -$679,094.59 | -71.74% |
 Jennifer Fanjiang JANA Partners Management, LP | 3.66M | $221.08M | $174.26M | -$46.82M | -21.18% |
 Syon Capital LLC SYON CAPITAL LLC | 6,199 | $411,565.9 | $290,733.1 | -$120,832.8 | -29.36% |
 Kevin Bresler TD Waterhouse Canada Inc. | 75,296 | $5.14M | $3.55M | -$1.59M | -30.88% |
 Brian Glenn Premier Path Wealth Partners, LLC | 7,742 | $807,272.03 | $368,350.42 | -$438,921.61 | -54.37% |
| AK Alisha Kamadia United Community Bank | 374 | $20,869.19 | $17,761.26 | -$3,107.93 | -14.89% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 26,326 | $2.77M | $1.24M | -$1.53M | -55.18% |
 Robert Shea NEOS Investment Management LLC | 88,332 | $12.16M | $4.2M | -$7.96M | -65.48% |
 David Vollmer PFS Partners, LLC | 90 | $11,354 | $4,279.5 | -$7,074.5 | -62.31% |
 Benj Foor Frazier Financial Advisors, LLC | 477 | $61,951.51 | $22,676.58 | -$39,274.93 | -63.4% |
 Amir Har-El Savvy Advisors, Inc. | 7,091 | $849,428.17 | $336,184.31 | -$513,243.86 | -60.42% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 126 | $6,180.21 | $5,964.11 | -$216.1 | -3.5% |
 Owen McCabe Tyche Wealth Partners LLC | 6,250 | $306,562 | $297,250 | -$9,312 | -3.04% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 178 | $16,479.57 | $8,383.98 | -$8,095.59 | -49.13% |
 Sarah Schmidt Wellington Wealth Strategies, LLC. | 7,641 | $1.57M | $358,821.36 | -$1.21M | -77.14% |
 Joshua Stipcich Tidemark, LLC | 52 | $6,009.36 | $2,437.67 | -$3,571.69 | -59.44% |
 Rob Dainard Hara Capital LLC | 6,305 | $348,553.72 | $299,862.02 | -$48,691.7 | -13.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,201 | $872,593.4 | $239,610.07 | -$632,983.33 | -72.54% |
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