PZZA

Papa John's Intl Inc Cross-source read$20.72 5.04%
Consumer DiscretionaryCUSIP 698813102· EOD Sep 15, 2026

Among active 13F managers last quarter, 4 opened and 21 added, while 19 reduced; the largest holder to move was Earnest Partners LLC (+52%). No open-market insider trades in the last 180 days.

Tracked 13F holders
222
100 in Q2 2026 filings
13F value (tracked)
$1.2B
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
25 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$20.72 5.04%5Y -83.9%
$11.61$44.64$77.67$110.71$143.742021202220232024202520263949642564451384523145394147453356504534515336485150405052624956545860717064633727
Hover for who · click for detailEnd-of-day closing prices52w $20.56 – $55.31

Who owns PZZA?

222 tracked 13F filers · ranked by shares held

222 tracked 13F filers disclose a position in PZZA as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.0M
$182.3M
+2.9%
Added · +138K sh
Q2 2026
2Earnest Partners LLC2.9M
$106.3M
+52%
Added · +988K sh
Q2 2026
3Brandes Investment Partners, LP2.7M
$100.4M
+3.7%
Added · +98K sh
Q2 2026
4Vanguard Portfolio Management LLC2.0M
$72.1M
+2.9%
Added · +55K sh
Q2 2026
5Bank Of America Corp1.5M
$47.9M
−4.6%
Reduced · −71K sh
Q1 2026
6Vanguard Capital Management LLC1.5M
$54.0M
+4.6%
Added · +65K sh
Q2 2026
7State Street Corp1.3M
$48.1M
+5.1%
Added · +63K sh
Q2 2026
8Sei Investments Co1.1M
$35.0M
−5.0%
Reduced · −57K sh
Q1 2026
9Quinn Opportunity Partners LLC1.1M
$34.8M
+224%
Added · +743K sh
Q1 2026
10Geode Capital Management, LLC884K
$32.5M
+5.7%
Added · +48K sh
Q2 2026
11Segall Bryant & Hamill, LLC797K
$29.3M
−2.9%
Reduced · −24K sh
Q2 2026
12Greenhouse Funds LLLP740K
$27.2M
+36%
Added · +194K sh
Q2 2026
13Dimensional Fund Advisors LP626K
$20.3M
+8.5%
Added · +49K sh
Q1 2026
14Susquehanna International Group, LLP520K
$16.8M
+240%
Added · +367K sh
Q1 2026
15Boothbay Fund Management, LLC495K
$18.2M
+0.7%
Added · +4K sh
Q2 2026
16Charles Schwab Investment Management Inc471K
$15.3M
+13%
Added · +56K sh
Q1 2026
17Shay Capital LLC451K
$16.6M
+19%
Added · +72K sh
Q2 2026
18Marex Group Ltd400K
$14.7M
New
+400K sh
Q2 2026
19UBS Group AG388K
$12.6M
+5.6%
Added · +20K sh
Q1 2026
20Great Hill Capital LLC373K
$13.7M
+33%
Added · +93K sh
Q2 2026
21Bank of New York Mellon Corp366K
$11.9M
−1.1%
Reduced · −4K sh
Q1 2026
22Morgan Stanley348K
$11.3M
−38%
Reduced · −212K sh
Q1 2026
23Northern Trust Corp338K
$11.0M
+6.4%
Added · +20K sh
Q1 2026
24Goldman Sachs Group Inc327K
$10.6M
−16%
Reduced · −60K sh
Q1 2026
25Nuveen, LLC319K
$10.4M
+117%
Added · +172K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PZZA being bought or sold by institutions?

Last quarter, 4 funds opened a new position in PZZA and 21 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
21
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PZZA also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT109 funds$158.4B
Amazon.com IncAMZN109 funds$122.0B
Nvidia CorpNVDA107 funds$254.5B
Alphabet Inc-CL AGOOGL107 funds$104.9B
Meta Platforms Inc-Class AMETA103 funds$66.9B
Micron Technology IncMU101 funds$37.5B
Apple IncAAPL99 funds$180.7B
Broadcom IncAVGO99 funds$105.4B
Eli Lilly & CoLLY99 funds$52.4B
Berkshire Hathaway Inc-CL BBRK/B99 funds$24.2B
Unitedhealth Group IncUNH99 funds$23.1B
JPMorgan Chase & CoJPM98 funds$35.4B

Ranked by how many of PZZA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PZZA.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Aug 14, 2024Coleman Christopher L.DirectorBuy (P)2K$101K
May 14, 2024Thanawala RaviInterim CEO, and CFOBuy (P)2K$100K
Mar 7, 2024Koellner Laurette TDirectorSell (S)3K$203K
Aug 25, 2022Boakye MarvinChief People & Diversity OfcSell (S)
2 lots, same day
3K$252K
Nov 29, 2021Kirtley Olivia FDirectorSell (S)
2 lots, same day
4K$494K
Nov 24, 2021Lynch RobertPresident and CEO, DirectorSell (S)
2 lots, same day
13K$1.7M
Nov 19, 2021Swaysland Jack HCOO, InternationalSell (S)
2 lots, same day
4K$532K
Aug 19, 2021Smith Jeffrey CDirectorSell (S)
7 lots, same day
700K$85.4M
Aug 12, 2021Norberg JamesCOO, North AmericaSell (S)2K$250K
Aug 11, 2021Oyler Caroline MillerChief Legal & Risk OfficerSell (S)7K$831K
Jul 6, 2021Swaysland Jack HCOO, InternationalSell (S)7K$755K
Nov 30, 2020Kirtley Olivia FDirectorSell (S)14K$1.1M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5236
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
PZZA is in Consumer Discretionary, which smart money is rotating OUT OF
$3.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

100 tracked filers in Q2 2026 filingsstill filing
0113226Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $290.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
PZZAthis pagecs222 funds$1.2B
698813AA03.875 09/15/29 '261 funds$4.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for PZZA

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Ask your agent what changed in PZZA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PZZA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PZZA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PZZA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.