Visa News - August 2026
Cantillon Capital Slashes Visa (V) Stake by 95%
In a significant portfolio shift, William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Visa Inc. (V) by 95.13% during the...
Polen Capital trims Visa stake by over 26% in active second quarter
Polen Capital Management reduced its position in Visa (V) by 26.17% during the second quarter of 2026, selling an estimated $219.63 million worth of shares....
Dodge & Cox Initiates $1.86 Billion Stake in Visa (V)
Value investing giant Dodge & Cox made a significant move into Visa (V), establishing a new $1.86 billion position during the second quarter of 2026. The firm...
Coatue Management Exits $217 Million Stake in Visa (V)
Philippe Laffont's technology-focused hedge fund, Coatue Management, fully liquidated its position in Visa (V) during the second quarter of 2026. The firm sold...
Farallon Capital Exits $254 Million Stake in Visa (V)
In a significant portfolio shift, Farallon Capital Management liquidated its entire holding in Visa Inc. during the second quarter of 2026. The sale involved...
Chuck Akre / Akre Capital Management cut V in latest 13F
Chuck Akre / Akre Capital Management reported a reduced 13F position in V for the quarter ended 2026-06-30. The reported shares moved from 1.64M to 1.11M, with...
Terry Smith's Fundsmith Trims Visa Stake by 35%
Terry Smith's Fundsmith Equity Fund reduced its position in Visa by 34.9% during the second quarter, according to a recent SEC filing. The firm sold...
Pershing Square Buys Visa Stake in Major Portfolio Overhaul, Betting on Growth
Bill Ackman’s Pershing Square disclosed a new stake in Visa on August 13, 2026. The acquisition anchors the firm’s most significant portfolio overhaul in...
Visa acquires BioCatch for $2.4 billion, targeting AI-powered fraud
Visa agreed to acquire Israeli cybersecurity firm BioCatch for $2.4 billion in cash. The deal targets AI-powered financial crimes that cost the global economy...