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. | English Capital Management Riley P. English | 24,093 | $5,717,992 | -85% | 2.63% |
| 2. | Greenhaven Associates Edgar Wachenheim | 10,000 | $275,000 | 0% | |
| 3. | Fisher Asset Management Ken Fisher | 0 | $0 | 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 |
|---|---|---|---|---|---|---|
| $40.77 | 2,800 | $114,156.00 | 525,007 | 2026-03-04 | Filing | |
| $46.65 | 15,088 | $703,855.20 | 37,749 | 2026-01-13 | Filing | |
| $46.65 | 16,016 | $747,146.40 | 95,521 | 2026-01-13 | Filing | |
| $44.84 | 13,365 | $599,286.60 | 148,026 | 2025-11-14 | Filing | |
| $45.74 | 45,703 | $2,090,455.22 | 50,569 | 2025-11-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,702,500 | $376,818,750 | 100% | |
| 2. | 1,755,949 | $47,498,421 | 0.04% | |
| 3. | 1,061,356 | $29,187,299 | 0% | |
| 4. | 833,100 | $22,910,250 | 0.5% | |
| 5. | 657,135 | $18,071,215 | 0.04% |