Is Genpact Limited (G) an Underestimated Force in AI Disruption?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 3,682,880 | $119,804,086 | +11% | 0.35% |
| 2. | Polaris Capital Management Bernard Horn | 541,200 | $17,605,236 | 1.85% | |
| 3. | Greenhaven Associates Edgar Wachenheim | 10,000 | $325,300 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.97 | 2,000 | $87,940.00 | 2,000 | 2025-05-13 | Filing | |
| $36.60 | 500 | $18,299.60 | 44,947 | 2023-05-16 | Filing | |
| $36.93 | 2,000 | $73,858.20 | 44,447 | 2023-05-16 | Filing | |
| $36.93 | 5,000 | $184,641.50 | 46,228 | 2023-05-15 | Filing | |
| $33.72 | 5,600 | $188,814.64 | 193,693 | 2020-05-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.79 | 10,000 | $367,900.00 | 501,114 | 2026-09-14 | Filing | |
| $37.03 | 6,191 | $229,252.73 | 70,253 | 2026-08-19 | Filing | |
| $34.10 | 13,318 | $454,143.80 | 42,693 | 2026-08-14 | Filing | |
| $34.10 | 1,654 | $56,401.40 | 56,011 | 2026-08-14 | Filing | |
| $34.04 | 5,900 | $200,836.00 | 176,027 | 2026-08-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,599,300 | $442,385,229 | 100% | |
| 2. | 1,670,111 | $54,328,711 | 0.4% | |
| 3. | 876,938 | $28,526,793 | 0.08% | |
| 4. | 365,455 | $11,888,252 | 2.89% | |
| 5. | 323,715 | $10,530,465 | 0.14% |