Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PAY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 7.1M | $170.8M | +2.8% | 5.629% | 0.04% |
| 2 | WASATCH ADVISORS LP | 6.2M | $149.5M | -21.6% | 4.927% | 0.98% |
| 3 | BlackRock, Inc. | 4.6M | $112.2M | +352.7% | 3.697% | 0.00% |
| 4 | Capital World Investors | 4.3M | $103.3M | +1.5% | 3.405% | 0.01% |
| 5 | BROWN BROTHERS HARRIMAN & CO | 2.8M | $68.2M | +31.1% | 2.246% | 0.30% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $61.9M | +21.0% | 2.041% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $61.0M | +3.7% | 2.010% | 0.00% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.9M | $47.0M | -0.3% | 1.550% | 0.13% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $35.6M | +109.7% | 1.173% | 0.00% |
| 10 | FRANKLIN RESOURCES INC | 1.3M | $31.3M | -45.3% | 1.030% | 0.01% |
| 11 | Invesco Ltd. | 1.3M | $30.2M | +24.6% | 0.996% | 0.00% |
| 12 | STATE STREET CORP | 1.1M | $25.6M | +178.5% | 0.842% | 0.00% |
| 13 | LOOMIS SAYLES & CO L P | 938K | $22.7M | -6.7% | 0.746% | 0.03% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 912K | $22.0M | +9.1% | 0.726% | 0.00% |
| 15 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 881K | $21.3M | +4.9% | 0.702% | 3.86% |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 816K | $19.7M | +138.4% | 0.650% | 0.03% |
| 17 | NEXT CENTURY GROWTH INVESTORS LLC | 773K | $18.7M | -33.3% | 0.615% | 0.99% |
| 18 | GOLDMAN SACHS GROUP INC | 764K | $18.5M | +115.7% | 0.608% | 0.00% |
| 19 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insuran | 733K | $17.7M | 0.0% | 0.584% | 4.65% |
| 20 | MARSHALL WACE, LLP | 711K | $17.2M | +159.0% | 0.566% | 0.01% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 707K | $17.1M | — | 0.563% | 0.01% |
| 22 | MORGAN STANLEY | 652K | $15.7M | +172.6% | 0.519% | 0.00% |
| 23 | TimesSquare Capital Management, LLC | 620K | $15.0M | -6.0% | 0.494% | 0.22% |
| 24 | North Reef Capital Management LP | 600K | $14.5M | -18.3% | 0.478% | 0.56% |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 589K | $14.2M | -8.1% | 0.469% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PAY — a direct measure of their conviction.
Filings activity in PAY during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PAY position in Q2 2026
Institutions that fully closed their PAY position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | 3.2% | 45.06% | +1.68 pp | $1.37B | 0.5% |
| Q1 2026 | 187 | +2.7% | 43.38% | +1.73 pp | $1.37B | 16% |
| Q4 2025 | 182 | +12% | 41.65% | +9.54 pp | $1.63B | +21% |
| Q3 2025 | 162 | 1.8% | 32.11% | 7.33 pp | $1.34B | 35% |
| Q2 2025 | 165 | +20% | 39.44% | +25.36 pp | $2.07B | +227% |
| Q1 2025 | 138 | 4.8% | 14.08% | +2.91 pp | $632M | 0.1% |
| Q4 2024 | 145 | +39% | 11.17% | +3.41 pp | $632M | +113% |
| Q3 2024 | 104 | — | 7.76% | — | $297M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PAY stock.
Based on Q2 2026 13F filings, institutional ownership of Paymentus Holdings, Inc. stands at 45.1%, held across 181 reporting institutions.
Capital International Investors is the largest reported institutional holder of PAY, with approximately 7,069,846 shares worth $0.17B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PAY.
Our composite Smart Money Score for PAY is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in PAY during Q2 2026, while 40 fully exited. 64 added to existing positions and 78 trimmed.
PAY institutional ownership rose by 1.68 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 61.6% of all reported 13F value in PAY, and the top 25 account for 82.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Paymentus Holdings, Inc. (PAY) Institutional Ownership