The cluster is concentrated in one large active manager (Wasatch) with two trivial positions. Monitor upcoming 13F filings for continuation or reversal of this accumulation. The 45-day reporting lag means positions may have changed since quarter-end.
Executive Summary
Three institutional investors accumulated $126.7M in Paymentus Holdings (PAY) during Q3 2026, led by Wasatch Advisors adding $126.7M (+45.6% shares) and Farther Finance Advisors doubling a tiny position. No institutional sellers were reported. The cluster is small (3 funds) and dominated by one large active manager, suggesting a shared bullish thesis but with limited breadth.
Key Financial Metrics
Institutional Positions
Net institutional flow: $126.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | DOUBLED | +1600% | $4.0K | $4.0K |
| Wasatch Advisors | ADD | +45.6% | $276.2M | $126.7M |
| Nisa Investment Advisors | ADD | +71.9% | $44.0K | $24.0K |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Aggregate institutional buying: $126.7M net inflow
- Wasatch Advisors increased stake by 45.6% to $276.2M
- Farther Finance Advisors doubled a micro-position (+1600% shares, $4K value)
- Nisa Investment Advisors added 71.9% shares to $44K position
Financial Impact
3 institutions accumulated $126.7M in new PAY positions during Q3 2026; no institutional selling was reported.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Cluster breadth is narrow — only one meaningful buyer (Wasatch)
- No insider buying corroboration provided to strengthen the signal
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PAY-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $33.06 $34.07 | ▲ +3.06% | ▲ +4.24% | — |
Aug 6, 2026 11w ago | Insider Cluster | $38.57 $38.99 | ▲ +1.09% | ▲ +1.12% | — |
Jul 23, 2026 13w ago | 8-K | $28.87 $31.48 | ▲ +9.04% | ▲ +9.02% | — |
Apr 8, 2026 28w ago | 8-K | $24.96 $24.36 | ▼ −2.40% | ▼ −2.34% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $24.74 $25.63 | ▲ +3.60% | ▲ +4.51% | — |
US Market Status
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