Fiserv, Inc.
US ˙ NYSE ˙ US3377381088
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityFI / Fiserv, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership100,347 shares
Latest Disclosed Value $ 5,599,342
Cwm, Llc reports 141.12% increase in ownership of FI / Fiserv, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 100,347 shares of Fiserv, Inc. (US:FI) valued at $5,599,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 41,617 shares of Fiserv, Inc.. This represents a change in shares of 141.12% during the quarter. The current value of the position is $6,402,139 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F FISERV COM 337738108 100,347 58,730 141.12 5,599 279,850.00 0.0147
2026-01-26 2025-12-31 13F FISERV COM 337738108 41,617 -34,009 -44.97 3 -77.78 0.0076
2025-10-15 2025-09-30 13F FISERV COM 337738108 75,626 55,259 271.32 10 200.00 0.0293
2025-07-25 2025-06-30 13F FISERV COM 337738108 20,367 -2,154 -9.56 4 -25.00 0.0124
2025-05-01 2025-03-31 13F FISERV COM 337738108 22,521 165 0.74 5 0.00 0.0198
2025-02-04 2024-12-31 13F FISERV COM 337738108 22,356 -866 -3.73 5 0.00 0.0191
2024-10-08 2024-09-30 13F FISERV COM 337738108 23,222 -2,152 -8.48 4 33.33 0.0179
2024-07-10 2024-06-30 13F FISERV COM 337738108 25,374 2,098 9.01 4 0.00 0.0178
2024-04-05 2024-03-31 13F FISERV COM 337738108 23,276 1,912 8.95 4 50.00 0.0181
2024-02-01 2023-12-31 13F FISERV COM 337738108 21,364 499 2.39 3 0.00 0.0153
2023-10-11 2023-09-30 13F FISERV COM 337738108 20,865 1,298 6.63 2 0.00 0.0144
2023-08-03 2023-06-30 13F FISERV COM 337738108 19,567 1,320 7.23 2 0.00 0.0153
2023-05-01 2023-03-31 13F FISERV COM 337738108 18,247 696 3.97 2 100.00 0.0139
2023-02-01 2022-12-31 13F FISERV COM 337738108 17,551 2,567 17.13 2 -99.93 0.0131
2022-10-27 2022-09-30 13F FISERV COM 337738108 14,984 3,680 32.55 1,402 39.36 0.0111
2022-07-28 2022-06-30 13F FISERV COM 337738108 11,304 2,037 21.98 1,006 7.02 0.0078
2022-04-21 2022-03-31 13F FISERV COM 337738108 9,267 -25,560 -73.39 940 -74.00 0.0067
2022-01-31 2021-12-31 13F FISERV COM 337738108 34,827 -318 -0.90 3,615 -3.78 0.0255
2021-09-15 2021-06-30 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2021-07-29 2021-06-30 13F FISERV COM 337738108 35,145 0 3,757 0.0299
2021-09-15 2021-03-31 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2021-04-27 2021-03-31 13F FISERV COM 337738108 172,858 137,713 20,577 0.1810
2021-09-15 2020-12-31 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2021-01-27 2020-12-31 13F FISERV COM 337738108 129,767 94,622 14,775 0.1385
2021-09-15 2020-09-30 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2020-10-19 2020-09-30 13F FISERV COM 337738108 103,699 68,554 10,686 0.1188
2021-09-15 2020-06-30 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2020-07-22 2020-06-30 13F FISERV COM 337738108 98,927 63,782 9,657 0.1145
2021-09-15 2020-03-31 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2020-04-28 2020-03-31 13F FISERV COM 337738108 49,757 14,612 4,726 0.0704
2021-09-14 2019-12-31 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2020-01-27 2019-12-31 13F FISERV COM 337738108 74,661 39,516 8,633 0.1103
2021-09-14 2019-09-30 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2019-10-22 2019-09-30 13F FISERV COM 337738108 91,107 55,962 9,438 0.1374
2021-09-14 2019-06-30 13F/A-1 FISERV COM 337738108 35,145 0 0.00 3,757 0.00 0.0299
2019-07-31 2019-06-30 13F FISERV COM 337738108 2,702 -32,443 246 0.0041
2021-09-02 2019-03-31 13F/A-1 FISERV COM 337738108 35,145 32,816 1,409.02 3,757 2,097.08 0.0299
2019-04-22 2019-03-31 13F FISERV COM 337738108 2,200 -129 194 0.0039
2019-01-25 2018-12-31 13F FISERV COM 337738108 2,329 458 24.48 171 11.04 0.0043
2018-10-29 2018-09-30 13F FISERV COM 337738108 1,871 577 44.59 154 60.42 0.0039
2018-07-31 2018-06-30 13F FISERV COM 337738108 1,294 0 0.00 96 4.35 0.0032
2018-04-26 2018-03-31 13F FISERV COM 337738108 1,294 1,253 3,056.10 92 1,740.00 0.0037
2018-01-16 2017-12-31 13F FISERV COM 337738108 41 14 51.85 5 66.67 0.0002
2017-10-16 2017-09-30 13F FISERV COM 337738108 27 0 0.00 3 0.00 0.0001
2017-07-17 2017-06-30 13F FISERV COM 337738108 27 0 0.00 3 0.00 0.0002
2017-04-17 2017-03-31 13F FISERV COM 337738108 27 27 3 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.