Ranked by reported Q1 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 | WASATCH ADVISORS INC | 7.9M | $200.6M | -7.7% | 6.305% | 1.33% |
| 2 | Capital International Investors | 6.9M | $174.6M | -10.2% | 5.489% | 0.04% |
| 3 | Capital World Investors | 4.2M | $107.0M | +68.6% | 3.365% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $61.8M | — | 1.944% | 0.00% |
| 5 | FRANKLIN RESOURCES INC | 2.4M | $60.1M | +8.9% | 1.888% | 0.01% |
| 6 | BROWN BROTHERS HARRIMAN & CO | 2.2M | $54.7M | +36.1% | 1.718% | 0.29% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $53.8M | — | 1.692% | 0.00% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.0M | $49.6M | +2.0% | 1.558% | 0.17% |
| 9 | NEXT CENTURY GROWTH INVESTORS LLC | 1.2M | $29.4M | -2.0% | 0.925% | 2.13% |
| 10 | BlackRock, Inc. | 1.0M | $26.1M | +8.7% | 0.819% | 0.00% |
| 11 | LOOMIS SAYLES & CO L P | 1.0M | $25.5M | -7.7% | 0.802% | 0.03% |
| 12 | Invesco Ltd. | 1.0M | $25.5M | -65.1% | 0.801% | 0.00% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 941K | $23.9M | +684.0% | 0.752% | 0.00% |
| 14 | MILLENNIUM MANAGEMENT LLC | 857K | $21.8M | +496.6% | 0.684% | 0.01% |
| 15 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 840K | $21.3M | +220.1% | 0.670% | 5.02% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 836K | $21.2M | +42.3% | 0.667% | 0.00% |
| 17 | Qube Research & Technologies Ltd | 737K | $18.7M | +82.5% | 0.589% | 0.02% |
| 18 | North Reef Capital Management LP | 735K | $18.7M | — | 0.587% | 0.64% |
| 19 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insuran | 733K | $18.6M | +70.6% | 0.586% | 7.10% |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 702K | $17.8M | +5.5% | 0.561% | 0.00% |
| 21 | TimesSquare Capital Management, LLC | 660K | $16.8M | -10.4% | 0.527% | 0.28% |
| 22 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 641K | $16.3M | -10.0% | 0.512% | 0.12% |
| 23 | CITADEL ADVISORS LLC | 623K | $15.8M | -25.2% | 0.497% | 0.01% |
| 24 | JANE STREET GROUP, LLC | 546K | $13.9M | — | 0.436% | 0.12% |
| 25 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 538K | $13.7M | +5.4% | 0.429% | 0.05% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 185 | +2.2% | 51.70% | 9.74 pp | $1.37B | 16% |
| Q4 2025 | 181 | +13% | 61.44% | +10.82 pp | $1.63B | +21% |
| Q3 2025 | 160 | 3.0% | 50.62% | 27.47 pp | $1.34B | 35% |
| Q2 2025 | 165 | +20% | 78.09% | +54.20 pp | $2.07B | +227% |
| Q1 2025 | 138 | 4.8% | 23.89% | 0.01 pp | $632M | 0.1% |
| Q4 2024 | 145 | +39% | 23.90% | +12.68 pp | $632M | +113% |
| Q3 2024 | 104 | +14% | 11.22% | +1.59 pp | $297M | +17% |
| Q2 2024 | 91 | — | 9.63% | — | $255M | — |
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 Q1 2026 13F filings, institutional ownership of Paymentus Holdings, Inc. stands at 51.7%, held across 185 reporting institutions.
WASATCH ADVISORS INC is the largest reported institutional holder of PAY, with approximately 7,896,896 shares worth $0.20B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of PAY, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for PAY is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in PAY during Q1 2026, while 43 fully exited. 49 added to existing positions and 89 trimmed.
PAY institutional ownership fell by 9.74 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 59.8% of all reported 13F value in PAY, and the top 25 account for 80.9%.
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