← Full ticker page
Signal dossier · Q4 2025
V
Visa · Financials
HoldLens verdict · single −100..+100 scale
BUY
Score: +18 / +100
WEAK BUY
2 tracked managers buying with 1 on a 2+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+18
Buy component
+22
Dissent penalty
−0
Unanimity bonus
+5
Quality differential
+0
Info density
+8
Buyers / Sellers
2 / 0
Ready to act on this signal?
Need a brokerage account?
Open one with any major broker — Public, Robinhood, IBKR, eToro, or your bank. HoldLens does not execute trades.
Multi-quarter conviction
Managers who have been moving the same direction on V 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 V — grouped by quarter, ranked by manager quality.
Smart money activity
5 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 9.80% |
Brave Warrior Advisors | 10.20% |
Q3 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Dev KantesariaTier 1 Valley Forge Capital | 12.80% |
Brave Warrior Advisors | 9.40% |
Q2 2024(1 move)
| Portfolio manager | % portfolio |
|---|---|
Chuck AkreTier 1 Akre Capital Management | 14.00% |
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 |
|---|---|
Ryan McInerney CEO | $3.54M |
Latest news
Recent headlines for V — context for the moves above.
Current ownership
10 tracked superinvestors currently hold V as a top position.
| Manager | % Portfolio |
|---|---|
| Chuck Akre The other payment network compounder. | 14.2% |
| Dev Kantesaria Payment network toll booth. | 12.8% |
| Chris Hohn Payment network toll booth. | 11.8% |
| François Rochon Payment network compounder. | 9.8% |
| Glenn Greenberg Payment network toll booth. | 9.4% |
| David Rolfe Payment network compounder. | 8.4% |
| Polen Capital Payment network toll booth. | 7.8% |
| William von Mueffling Payment network. | 6.1% |
| Andreas Halvorsen Payment network compounder — decade-long hold. | 5.8% |
| Terry Smith Payment network. | 5.4% |
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.