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Signal dossier · Q4 2025
MA
Mastercard · Other
HoldLens verdict · single −100..+100 scale
BUY
Score: +29 / +100
WEAK BUY
2 tracked managers buying with 2 on a 5+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+29
Buy component
+30
Dissent penalty
−0
Unanimity bonus
+10
Quality differential
+0
Info density
+9
Buyers / Sellers
2 / 0
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Multi-quarter conviction
Managers who have been moving the same direction on MA for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on MA — grouped by quarter, ranked by manager quality.
Smart money activity
8 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.80% |
François RochonTier 1 Giverny Capital | 11.20% |
Q3 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.40% |
François RochonTier 1 Giverny Capital | 10.60% |
Q4 2024(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.50% |
Terry SmithTier 1 Fundsmith | 9.60% |
Q3 2024(1 move)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 17.00% |
Q1 2024(1 move)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 16.50% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
0 buys · 1 sell from corporate insiders
Net: INSIDER SELLING
| Insider | Value |
|---|---|
Michael Miebach CEO | $4.46M |
Latest news
Recent headlines for MA — context for the moves above.
Current ownership
6 tracked superinvestors currently hold MA as a top position.
| Manager | % Portfolio |
|---|---|
| Chuck Akre Largest position. Held since 2010. Core compounder. | 17.8% |
| François Rochon Top conviction. 17-year hold. | 11.2% |
| Dev Kantesaria Other payment network. | 11.2% |
| Terry Smith Payment network compounder. | 9.8% |
| Polen Capital Payment network. | 5.6% |
| Andreas Halvorsen The other payment network. | 3.7% |
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HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.