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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.75. Options: 9 managers hold calls ($5.1m notional), 6 hold puts ($1.6m).
Trends to Q2 2025
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 |
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 2023 | 29 | 31 |
| Q4 2023 | 49 | 23 |
| Q1 2024 | 64 | 28 |
| Q2 2024 | 57 | 45 |
| Q3 2024 | 66 | 40 |
| Q4 2024 | 94 | 52 |
| Q1 2025 | 86 | 72 |
| Q2 2025 | 102 | 69 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $268.3k | $574.6k | 2.14 |
| Q4 2024 | $13.3m | $2.3m | 0.17 |
| Q1 2025 | $2.4m | $2.1m | 0.88 |
| Q2 2025 | $5.1m | $1.6m | 0.31 |
Biggest buyers
| WASATCH ADVISORS LP | New | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| Capital World Investors | Added | +1.1m |
| Invesco Ltd. | Added | +703.6k |
| Driehaus Capital Management LLC | Added | +645.0k |
| Capital International Investors | Added | +515.7k |
| VANGUARD GROUP INC | Added | +387.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +365.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +301.1k |
| ADAMS STREET PARTNERS LLC | Added | +232.6k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -255.4k |
| NEXT CENTURY GROWTH INVESTORS LLC | Reduced | -227.3k |
| Lisanti Capital Growth, LLC | Sold out | -131.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -125.5k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -118.6k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -114.0k |
| Informed Momentum Co LLC | Sold out | -97.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -86.1k |
| STATE STREET CORP | Reduced | -79.2k |
| ALGERT GLOBAL LLC | Reduced | -77.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m57.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m42.2k shares |
| JANE STREET GROUP, LLC | Added | $648.5k19.8k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $638.6k19.5k shares |
| WOLVERINE TRADING, LLC | New | $277.4k8.6k shares |
| Walleye Trading LLC | Unchanged | $176.8k5.4k shares |
| GROUP ONE TRADING LLC | Reduced | $98.2k3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $956.3k29.2k shares |
| CITADEL ADVISORS LLC | Reduced | $451.9k13.8k shares |
| Walleye Trading LLC | Added | $137.6k4.2k shares |
| Walleye Capital LLC | New | $32.8k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $13.9k | — |
| Q4 2023 | 0 | — | 1 | $17.0k | — |
| Q1 2024 | 0 | — | 2 | $1.2m | — |
| Q2 2024 | 0 | — | 1 | $134.7k | — |
| Q3 2024 | 0 | — | 2 | $406.9k | — |
| Q4 2024 | 0 | — | 2 | $1.9m | $1.3m |
| Q1 2025 | 0 | — | 3 | $1.0m | — |
| Q2 2025 | 0 | — | 3 | $1.6m | $1.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-16 | Kalra Sanjay SVP and CFO | Sold plan | $1.0m25.0k shares |
| 2025-05-15 | OBEROI ARUN Director | Sold | $168.0k4.4k shares |
| 2025-05-12 | INGRAM WILLIAM Director | Sold | $433.7k11.4k 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 2025
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.03% of their portfolio | 6.1m $200.0m | Added +515.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $89.6m | Added +387.1k |
| Driehaus Capital Management LLC 0.67% of their portfolio | 2.5m $83.3m | Added +645.0k |
| Capital World Investors 0.01% of their portfolio | 2.1m $68.4m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $59.2m | Added +1.2m |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.8m $58.9m | Reduced -255.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.8m $57.5m | Added +703.6k |
| WASATCH ADVISORS LP 0.26% of their portfolio | 1.5m $49.6m | New |
| NEXT CENTURY GROWTH INVESTORS LLC 2.86% of their portfolio | 1.1m $37.0m | Reduced -227.3k |
| FMR LLC 0.00% of their portfolio | 863.6k $28.3m | Added +188.8k |
| TimesSquare Capital Management, LLC 0.37% of their portfolio | 781.6k $25.6m | Added +106.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 609.2k $20.0m | Reduced -9.3k |
| BlackRock, Inc. 0.00% of their portfolio | 601.1k $19.7m | Added +211.1k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 595.7k $19.5m | Reduced -24.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 564.3k $18.5m | Added +365.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 535.6k $17.5m | Added +19.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 451.7k $14.8m | Added +206.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 396.3k $13.0m | Added +163.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 394.1k $12.9m | Added +211.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 308.6k $10.1m | Added +91.3k |
| ADAMS STREET PARTNERS LLC 7.05% of their portfolio | 305.6k $10.0m | Added +232.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 305.4k $10.0m | Added +61.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 301.1k $9.9m | New |
| MORGAN STANLEY 0.00% of their portfolio | 251.2k $8.2m | Added +30.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 225.3k $7.4m | Added +3.7k |
| STATE STREET CORP 0.00% of their portfolio | 220.5k $7.2m | Reduced -79.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 208.5k $6.8m | Added +177.4k |
| Palisades Investment Partners, LLC 2.79% of their portfolio | 195.0k $6.4m | Reduced -2.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 188.7k $6.2m | Added +31.0k |
| CASTLEARK MANAGEMENT LLC 0.16% of their portfolio | 166.8k $5.5m | Added +25.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 163.4k $5.4m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 152.9k $5.0m | Reduced -15.6k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 148.1k $4.9m | Added +116.8k |
| Jump Financial, LLC 0.05% of their portfolio | 129.0k $4.2m | Added +50.1k |
| PDT Partners, LLC 0.23% of their portfolio | 126.8k $4.2m | Added +20.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 121.5k $4.0m | Added +66.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 102.3k $3.3m | Added +8.3k |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 97.6k $3.2m | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.55% of their portfolio | 92.0k $3.0m | Reduced -54.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 90.3k $3.0m | Reduced -30.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 80.7k $2.6m | Reduced -71.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 80.6k $2.6m | Added +55.1k |
| Advantage Alpha Capital Partners LP 0.69% of their portfolio | 77.9k $2.6m | New |
| NAVELLIER & ASSOCIATES INC 0.31% of their portfolio | 76.1k $2.5m | Added +4.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 73.8k $2.4m | Added +26.6k |
| Trexquant Investment LP 0.03% of their portfolio | 71.9k $2.4m | Added +31.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 69.0k $2.3m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 65.3k $2.1m | Added +34.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 64.7k $2.1m | Reduced -44.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 62.8k $2.1m | Added +40.8k |
| Calamos Advisors LLC 0.01% of their portfolio | 61.2k $2.0m | Added +42.9k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.08% of their portfolio | 61.0k $2.0m | Reduced -114.0k |
| GLOBEFLEX CAPITAL L P 0.16% of their portfolio | 59.7k $2.0m | Added +6.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 56.0k $1.8m | Added +413 |
| Aquatic Capital Management LLC 0.04% of their portfolio | 55.9k $1.8m | Added +23.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 55.1k $1.8m | Reduced -313 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.4k $1.8m | New |
| Dynamic Technology Lab Private Ltd 0.23% of their portfolio | 52.6k $1.7m | Added +34.5k |
| Swiss National Bank 0.00% of their portfolio | 52.5k $1.7m | Added +12.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 42.1k $1.4m | Reduced -125.5k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.31% of their portfolio | 42.0k $1.4m | New |
| Verition Fund Management LLC 0.01% of their portfolio | 40.0k $1.3m | New |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 39.9k $1.3m | Added +23.9k |
| StepStone Group LP 2.57% of their portfolio | 39.6k $1.3m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 37.4k $1.2m | Reduced -7.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 35.2k $1.2m | Added +35.2k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 33.9k $1.1m | Added +12.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.7k $1.1m | Added +3.6k |
| Sigma Planning Corp 0.03% of their portfolio | 32.6k $1.1m | New |
| Cerity Partners LLC 0.00% of their portfolio | 31.4k $1.0m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 29.8k $976.1k | Added +13.4k |
| Wakefield Asset Management LLLP 0.27% of their portfolio | 29.4k $964.0k | Reduced -3.0k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 28.8k $944.7k | New |
| Quantbot Technologies LP 0.02% of their portfolio | 28.7k $941.3k | Reduced -8.1k |
| Magnetar Financial LLC 0.00% of their portfolio | 28.5k $933.8k | New |
| Virtu Financial LLC 0.05% of their portfolio | 27.6k $904.0k | New |
| Legato Capital Management LLC 0.11% of their portfolio | 27.5k $900.0k | Reduced -38.5k |
| CenterBook Partners LP 0.05% of their portfolio | 27.3k $894.9k | Reduced -57.7k |
| Quantum Portfolio Management LLC 0.41% of their portfolio | 26.1k $856.3k | Reduced -703 |
| Legal & General Group Plc 0.00% of their portfolio | 25.7k $840.6k | Added +6.6k |
| FCG Investment Co 0.41% of their portfolio | 24.2k $791.0k | New |
| Counterpoint Mutual Funds LLC 0.06% of their portfolio | 20.8k $681.0k | Added +5.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 20.2k $661.3k | Added +10.4k |
| Sterling Capital Management LLC 0.01% of their portfolio | 17.8k $583.5k | New |
| Walleye Capital LLC 0.01% of their portfolio | 17.6k $577.9k | New |
| Lombard Odier Asset Management (Europe) Ltd 0.04% of their portfolio | 17.0k $556.8k | Reduced -5.5k |
| FOX RUN MANAGEMENT, L.L.C. 0.09% of their portfolio | 16.6k $544.5k | New |
| Nebula Research & Development LLC 0.05% of their portfolio | 16.5k $539.8k | Reduced -17.8k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 16.1k $526.0k | Reduced -10.1k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 15.8k $517.2k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 15.6k $511.3k | Reduced -4.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 15.6k $509.4k | Reduced -741 |
| Centiva Capital, LP 0.03% of their portfolio | 15.6k $509.3k | Reduced -4.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 15.4k $504.6k | Added +6.7k |
| Versor Investments LP 0.09% of their portfolio | 15.2k $496.7k | Added +2.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 15.1k $495.0k | Added +1.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 14.6k $477.8k | Reduced -75.0k |
| Independent Advisor Alliance 0.01% of their portfolio | 13.3k $436.9k | Reduced -6.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 13.0k $426.6k | Reduced -2.0k |
| Entropy Technologies, LP 0.03% of their portfolio | 12.9k $422.1k | New |