PAYMENTUS HOLDINGS INC PAY
COM CL A · Common Stock · CUSIP 70439P108
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersAddison, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($324.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.16. Options: 4 managers hold calls ($954.3k notional), 3 hold puts ($403.5k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 60 |
| Q4 2022 | 72 |
| Q1 2023 | 54 |
| Q2 2023 | 60 |
| Q3 2023 | 59 |
| Q4 2023 | 76 |
| Q1 2024 | 93 |
| Q2 2024 | 96 |
| Q3 2024 | 107 |
| Q4 2024 | 151 |
| Q1 2025 | 141 |
| Q2 2025 | 169 |
| Q3 2025 | 167 |
| Q4 2025 | 185 |
| Q1 2026 | 189 |
| Q2 2026 | 183 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 66 | 40 |
| Q4 2024 | 94 | 52 |
| Q1 2025 | 86 | 72 |
| Q2 2025 | 102 | 69 |
| Q3 2025 | 113 | 81 |
| Q4 2025 | 130 | 59 |
| Q1 2026 | 118 | 95 |
| Q2 2026 | 113 | 95 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.1m | $1.9m | 0.45 |
| Q4 2025 | $2.4m | $236.9k | 0.10 |
| Q1 2026 | $1.7m | $309.9k | 0.19 |
| Q2 2026 | $954.3k | $403.5k | 0.42 |
Biggest buyers
| BlackRock, Inc. | Added | +3.6m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +770.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +706.8k |
| STATE STREET CORP | Added | +678.1k |
| BROWN BROTHERS HARRIMAN & CO | Added | +669.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +473.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +444.4k |
| MARSHALL WACE, LLP | Added | +436.2k |
| MORGAN STANLEY | Added | +412.7k |
| GOLDMAN SACHS GROUP INC | Added | +409.8k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -1.7m |
| FRANKLIN RESOURCES INC | Reduced | -1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -821.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -761.8k |
| CITADEL ADVISORS LLC | Sold out | -599.8k |
| Qube Research & Technologies Ltd | Reduced | -565.6k |
| JANE STREET GROUP, LLC | Reduced | -522.9k |
| MACKENZIE FINANCIAL CORP | Sold out | -506.8k |
| NEXT CENTURY GROWTH INVESTORS LLC | Reduced | -385.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -278.8k |
Biggest calls
| JANE STREET GROUP, LLC | New | $432.5k17.9k shares |
| CITADEL ADVISORS LLC | Added | $299.6k12.4k shares |
| SIMPLEX TRADING, LLC | Added | $183.6k7.6k shares |
| GROUP ONE TRADING LLC | Unchanged | $38.7k1.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $374.5k15.5k shares |
| GROUP ONE TRADING LLC | Added | $16.9k700 shares |
| SIMPLEX TRADING, LLC | Reduced | $12.1k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Accel-KKR Holdings GP, LLC 13G · exempt (held before listing) -8.0 pts · filed 2026-02-13 | 34.4% |
| Sharma Dushyant 13G · exempt (held before listing) -6.7 pts · filed 2026-02-13 | 26.7% |
| WASATCH ADVISORS LP 13G · institution +3.9 pts · filed 2026-08-03 | 13.7% |
| Capital International Investors 13G · institution -2.9 pts · filed 2026-05-14 | 10.9% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 6.9% |
| Capital World Investors 13G · institution +2.2 pts · filed 2026-05-14 | 6.7% |
Fell to 5% or below in the last year: Invesco Ltd. (1.6%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27), DRIEHAUS CAPITAL MANAGEMENT LLC (4.0%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $1.9m | $1.3m |
| Q1 2025 | 0 | — | 3 | $1.0m | — |
| Q2 2025 | 0 | — | 3 | $1.6m | $1.0m |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $7.1m | $7.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-05 | Kalra Sanjay SVP and CFO | Sold plan | $117.1k2.9k shares |
| 2026-08-04 | Trainor Gary Director · See Explanation of Responses | Sold plan | $3.3m80.0k shares |
| 2026-08-04 | Kalra Sanjay SVP and CFO | Sold plan | $1.0m25.0k shares |
| 2026-07-29 | Trainor Gary Director · See Explanation of Responses | Sold plan | $1.4m40.0k shares |
| 2026-07-28 | Trainor Gary Director · See Explanation of Responses | Sold plan | $1.3m40.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.04% of their portfolio | 7.1m $170.8m | Added +195.1k |
| WASATCH ADVISORS LP 0.98% of their portfolio | 6.2m $149.5m | Reduced -1.7m |
| BlackRock, Inc. 0.00% of their portfolio | 4.6m $112.2m | Added +3.6m |
| Capital World Investors 0.01% of their portfolio | 4.3m $103.3m | Added +61.7k |
| BROWN BROTHERS HARRIMAN & CO 0.30% of their portfolio | 2.8m $68.2m | Added +669.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.6m $61.9m | Added +444.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.5m $61.0m | Added +89.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 1.9m $47.0m | Reduced -5.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $35.6m | Added +770.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.3m $31.3m | Reduced -1.1m |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $30.2m | Added +247.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $25.6m | Added +678.1k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 937.5k $22.7m | Reduced -66.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 912.1k $22.0m | Added +76.3k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 3.86% of their portfolio | 881.1k $21.3m | Added +41.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 816.3k $19.7m | Added +473.9k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.99% of their portfolio | 772.5k $18.7m | Reduced -385.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 764.0k $18.5m | Added +409.8k |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4.65% of their portfolio | 733.5k $17.7m | Unchanged |
| MARSHALL WACE, LLP 0.01% of their portfolio | 710.6k $17.2m | Added +436.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 706.8k $17.1m | New |
| MORGAN STANLEY 0.00% of their portfolio | 651.8k $15.7m | Added +412.7k |
| TimesSquare Capital Management, LLC 0.22% of their portfolio | 620.2k $15.0m | Reduced -39.8k |
| North Reef Capital Management LP 0.56% of their portfolio | 600.0k $14.5m | Reduced -134.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 589.4k $14.2m | Reduced -51.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 565.4k $13.7m | Added +306.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 557.4k $13.5m | Added +19.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 487.7k $11.8m | Added +180.3k |
| Palisades Investment Partners, LLC 2.96% of their portfolio | 430.9k $10.4m | Added +1.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 410.7k $9.9m | Added +94.4k |
| UBS Group AG 0.00% of their portfolio | 381.1k $9.2m | Added +45.8k |
| FMR LLC 0.00% of their portfolio | 307.3k $7.4m | Reduced -182.1k |
| CASTLEARK MANAGEMENT LLC 0.19% of their portfolio | 298.5k $7.2m | Added +27.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 288.3k $7.0m | Added +205.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 287.3k $6.9m | Reduced -109.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 262.4k $6.3m | Reduced -87.6k |
| Nuveen, LLC 0.00% of their portfolio | 248.0k $6.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 246.5k $6.0m | Reduced -44.8k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 219.4k $5.3m | Added +47.8k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.10% of their portfolio | 195.9k $4.7m | Added +28.6k |
| NORGES BANK 0.00% of their portfolio | 188.9k $4.6m | Not comparable |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 171.8k $4.2m | Reduced -565.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 169.9k $4.1m | Added +57.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 166.5k $4.0m | Added +123.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 153.8k $3.7m | Reduced -12.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 127.3k $3.1m | Added +1.8k |
| Swiss National Bank 0.00% of their portfolio | 113.5k $2.7m | Added +14.6k |
| Man Group plc 0.00% of their portfolio | 111.7k $2.7m | New |
| XTX Topco Ltd 0.03% of their portfolio | 106.2k $2.6m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 94.8k $2.3m | Reduced -761.8k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 93.4k $2.3m | Reduced -41.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 92.7k $2.2m | Reduced -278.8k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.29% of their portfolio | 90.6k $2.2m | Reduced -4.3k |
| GLOBEFLEX CAPITAL L P 0.27% of their portfolio | 88.3k $2.1m | Reduced -1.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 86.0k $2.1m | Reduced -821.4k |
| PDT Partners, LLC 0.11% of their portfolio | 83.9k $2.0m | Unchanged |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 83.1k $2.0m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 82.8k $2.0m | Added +1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 77.0k $1.9m | Added +52.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 74.4k $1.8m | Added +1.4k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 72.1k $1.7m | Reduced -17.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 68.9k $1.7m | New |
| Aquatic Capital Management LLC 0.06% of their portfolio | 68.2k $1.6m | Added +52.8k |
| Wakefield Asset Management LLLP 0.36% of their portfolio | 65.6k $1.6m | Added +35.9k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 65.2k $1.6m | Added +24.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 65.0k $1.6m | Added +6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 65.0k $1.6m | Added +820 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 64.0k $1.6m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 63.4k $1.5m | Added +59.3k |
| Legal & General Group Plc 0.00% of their portfolio | 61.2k $1.5m | Added +17.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 58.4k $1.4m | Reduced -249.9k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 58.3k $1.4m | Added +5.1k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 54.0k $1.3m | Reduced -17.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 53.9k $1.3m | Added +8.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 52.4k $1.3m | Reduced -90.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 51.2k $1.2m | Reduced -41.7k |
| Cerity Partners LLC 0.00% of their portfolio | 48.9k $1.2m | Reduced -2.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 48.2k $1.2m | Added +25.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 47.6k $1.2m | Added +20.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 44.7k $1.1m | New |
| Trexquant Investment LP 0.01% of their portfolio | 44.0k $1.1m | Reduced -179.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 41.5k $1.0m | Added +8.0k |
| CITIGROUP INC 0.00% of their portfolio | 40.9k $988.2k | Reduced -10.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 40.2k $970.4k | Added +35.1k |
| OP Asset Management Ltd 0.01% of their portfolio | 39.1k $945.2k | Added +30.6k |
| Vident Advisory, LLC 0.01% of their portfolio | 38.7k $933.8k | Reduced -6.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 37.2k $898.8k | Reduced -21.9k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 36.6k $884.6k | Reduced -37.5k |
| Dynamic Technology Lab Private Ltd 0.19% of their portfolio | 35.3k $853.0k | Added +26.1k |
| Sterling Capital Management LLC 0.01% of their portfolio | 34.9k $842.6k | Added +209 |
| Boston Partners 0.00% of their portfolio | 33.3k $803.5k | New |
| Legato Capital Management LLC 0.06% of their portfolio | 30.8k $743.9k | Added +961 |
| Voleon Capital Management LP 0.01% of their portfolio | 28.2k $681.1k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 27.7k $663.9k | Reduced -50.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 27.5k $665.6k | Added +27.5k |
| Independent Advisor Alliance 0.01% of their portfolio | 26.2k $632.3k | Added +1.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 25.9k $625.5k | Added +15.9k |
| LPL Financial LLC 0.00% of their portfolio | 25.8k $623.6k | Added +9.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 22.6k $545.5k | Reduced -522.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 22.4k $541.6k | Added +2.5k |