Papa John's International, Inc.
US ˙ NasdaqGS ˙ US6988131024

SecurityPZZA / Papa John's International, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership23,918 shares
Latest Disclosed Value $ 775,152
Stifel Financial Corp reports 162.46% increase in ownership of PZZA / Papa John's International, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 23,918 shares of Papa John's International, Inc. (US:PZZA) valued at $775,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,113 shares of Papa John's International, Inc.. This represents a change in shares of 162.46% during the quarter. The current value of the position is $772,073 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PAPA JOHNS INTL COM 698813102 23,918 14,805 162.46 775 121.43 0.0007
2026-02-13 2025-12-31 13F PAPA JOHNS INTL COM 698813102 9,113 1,150 14.44 351 -8.62 0.0003
2025-11-12 2025-09-30 13F PAPA JOHNS INTL COM 698813102 7,963 -855 -9.70 383 -11.14 0.0004
2025-08-14 2025-06-30 13F PAPA JOHNS INTL COM 698813102 8,818 1,557 21.44 432 44.63 0.0004
2025-05-14 2025-03-31 13F PAPA JOHNS INTL COM 698813102 7,261 -10,144 -58.28 298 -58.26 0.0003
2025-02-13 2024-12-31 13F PAPA JOHNS INTL COM 698813102 17,405 5,248 43.17 715 9.17 0.0007
2024-11-14 2024-09-30 13F PAPA JOHNS INTL COM 698813102 12,157 3,433 39.35 655 59.90 0.0007
2024-08-13 2024-06-30 13F PAPA JOHNS INTL COM 698813102 8,724 -28,258 -76.41 410 -83.39 0.0005
2024-05-14 2024-03-31 13F PAPA JOHNS INTL COM 698813102 36,982 -2,693 -6.79 2,463 -18.55 0.0028
2024-02-12 2023-12-31 13F PAPA JOHNS INTL COM 698813102 39,675 -1,636 -3.96 3,025 7.31 0.0038
2023-11-13 2023-09-30 13F PAPA JOHNS INTL COM 698813102 41,311 15,301 58.83 2,818 46.77 0.0040
2023-08-14 2023-06-30 13F PAPA JOHNS INTL COM 698813102 26,010 2,072 8.66 1,921 7.08 0.0026
2023-05-12 2023-03-31 13F PAPA JOHNS INTL COM 698813102 23,938 6,860 40.17 1,794 27.62 0.0026
2023-02-13 2022-12-31 13F PAPA JOHNS INTL COM 698813102 17,078 -14,815 -46.45 1,406 -37.05 0.0021
2022-11-14 2022-09-30 13F PAPA JOHNS INTL COM 698813102 31,893 -464 -1.43 2,232 -17.39 0.0037
2022-08-15 2022-06-30 13F PAPA JOHNS INTL COM 698813102 32,357 15,472 91.63 2,702 51.97 0.0042
2022-05-13 2022-03-31 13F PAPA JOHNS INTL COM 698813102 16,885 -29,637 -63.71 1,778 -71.36 0.0024
2022-02-14 2021-12-31 13F PAPA JOHNS INTL COM 698813102 46,522 1,938 4.35 6,209 9.66 0.0082
2021-11-15 2021-09-30 13F PAPA JOHNS INTL COM 698813102 44,584 6,841 18.13 5,662 43.60 0.0083
2021-08-13 2021-06-30 13F PAPA JOHNS INTL COM 698813102 37,743 7,491 24.76 3,943 47.02 0.0059
2021-05-14 2021-03-31 13F PAPA JOHNS INTL COM 698813102 30,252 1,410 4.89 2,682 9.60 0.0044
2021-02-12 2020-12-31 13F PAPA JOHNS INTL COM 698813102 28,842 24,549 571.84 2,447 593.20 0.0044
2020-11-16 2020-09-30 13F PAPA JOHNS INTL COM 698813102 4,293 4,293 353 0.0007
2019-11-19 2019-09-30 13F/A-1 PAPA JOHNS INTL COM 698813102 0 -16,415 -100.00 0 -100.00
2019-08-14 2019-06-30 13F PAPA JOHNS INTL COM 698813102 16,415 9,840 149.66 733 111.85 0.0019
2019-05-14 2019-03-31 13F PAPA JOHNS INTL COM 698813102 6,575 -7,870 -54.48 346 -40.14 0.0010
2019-02-13 2018-12-31 13F PAPA JOHNS INTL COM 698813102 14,445 5,355 58.91 578 22.72 0.0019
2018-11-13 2018-09-30 13F PAPA JOHNS INTL COM 698813102 9,090 9,090 471 0.0013
2017-05-10 2017-03-31 13F PAPA JOHNS INTL COM 698813102 0 -4,534 -100.00 0 -100.00
2017-02-16 2016-12-31 13F PAPA JOHNS INTL COM 698813102 4,534 4,534 389 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.