Jana Partners 13-F: Raises stake in FISV, Exits FRPT

Jana Partners' recent 13-F filing indicates a strategic pivot, raising its stake in Fiserv (FISV) and other key players while exiting Freshpet (FRPT).

Newsquawk StaffPublished 15 May 2026, 20:50 UTCOn the live feed at 20:30 UTC, 20 minutes before this page

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New: None
Raises: Fiserv (FISV), Alkami Technology (ALKT), Cooper Companies (COO).
Cuts: Mercury Systems (MRCY), Markel Group (MKL)
Exits: Freshpet (FRPT)
Top: Mercury Systems (MRCY), Cooper Companies (COO), Fiserv (FISV), Lamb Weston (LW)

Context

This shift signals confidence in FISV and a reconsideration of the prospects of FRPT, which could impact sector sentiment and valuation dynamics. Keep an eye on how this may influence trading in these equities today and potential follow-on movements in related sectors.

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