Visa News - August 2026
Vulcan Value Partners reduces Visa stake by over 27% in Q2
Vulcan Value Partners, a major investment firm, significantly reduced its holding in Visa (V) during the second quarter of 2026. According to a quarterly...
Visa partners with Dunamu on stablecoin payments, targeting AI-driven commerce
Visa partnered with Dunamu, operator of South Korea’s largest crypto exchange Upbit, on August 28, 2026. The collaboration integrates Dunamu’s digital asset...
AKO Capital Reduces Visa (V) Stake by 17% in Q2 2026
London-based AKO Capital trimmed its position in Visa (V) by 17% during the second quarter of 2026, according to its latest SEC 13F filing. The firm sold just...
AltaRock Partners Increases Visa Stake by 68% to $287M
AltaRock Partners, a concentrated investment firm, significantly increased its stake in Visa (V) by 67.74% during the second quarter of 2026. The firm added...
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...