Papa John's Intl Inc (PZZA) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

PZZA ranks #2355 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PZZA is a top-conviction position for Irth Capital Management LP — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PZZA belongs to BlackRock, Inc., but the position matters far more to Irth Capital Management LP, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Brandes Investment Partners, LP has added to its PZZA position for two straight quarters, increasing it by $86.1M to reach $100.4M today.

Woodline Partners LP has trimmed its PZZA position for two straight quarters, cutting it by $39.7M while still holding $966.6K.

PZZA is down 1% today, but institutions show net buying of $302.2M this quarter — a divergence between today's price move and the underlying institutional flow.

PZZA posted net income of $27.6M over the trailing twelve months, and currently trades at a P/E of 28.1.

• Profitable — net income of $27.6M over the trailing twelve months
• Revenue declined 4.7% year over year
• Net income declined year over year, from $78.1M to $27.6M
• Generated $126.0M in positive operating cash flow
• Current ratio of 0.82x — below the conventional 1.5x liquidity buffer