PAY
Paymentus Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Three major passive institutional investors — Morgan Stanley, Wells…
- A Jul 30 Baird downgrades
- S Aug 5 1 insider sell $117.1K at $40.25
- A Aug 25 Wolfe Research downgrades
- A Sep 17 Seaport Global initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $117.1K.
- InstitutionsBULLISH
Q2 2026: 34 added (1 new), 21 trimmed or exited. Largest new: Massachusetts Financial Services /Ma/ $17.1M.
- AnalystsBULLISH
8 of 13 rate it Buy or better.
- Short sellersCOVERING
Short interest −16.5% to 2.75M shares. 2.0 days to cover, ≈2.2% of shares.
- TrendDOWNTREND
3% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $112.2M |
| BROWN BROTHERS HARRIMAN & CO | ADD | $68.2M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $35.6M |
| STATE STREET CORP | DOUBLED | $25.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | $19.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $18.5M |
| MARSHALL WACE, LLP | DOUBLED | $17.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | $17.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analysts| Date | Firm | Rating |
|---|---|---|
| Sep 17, 2026 | Seaport Global INITIATE | Buy |
| Sep 15, 2026 | Freedom Capital Markets MAINTAIN | Buy |
| Aug 25, 2026 | Wolfe Research DOWNGRADE | Peer Perform |
| Aug 4, 2026 | Goldman Sachs MAINTAIN | Neutral |
| Aug 4, 2026 | Baird MAINTAIN | Neutral |
| Jul 30, 2026 | Baird DOWNGRADE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 26, 2026 | Accel-KKR Holdings GP, LLC Director | OTHER | 416,038 sh |
| Aug 26, 2026 | Accel-KKR Holdings GP, LLC Director | OTHER | 600,000 sh |
| Aug 26, 2026 | Accel-KKR Holdings GP, LLC Director | OTHER | 9,736,723 sh |
| Aug 26, 2026 | Accel-KKR Holdings GP, LLC Director | OTHER | 607,024 sh |
| Aug 26, 2026 | Accel-KKR Holdings GP, LLC Director | OTHER | 94,546 sh |
| Aug 26, 2026 | Klein Jason Director | OTHER | 400,022 sh |
| Aug 26, 2026 | Klein Jason Director | OTHER | 546 sh |
| Aug 26, 2026 | Barnds Thomas 10%+ Owner | OTHER | 607,024 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
5 filings · 2 bullish · 0 bearish · 3 neutral- BULLISH INST-CLUSTEROct 20, 2026
Three institutional investors accumulated $126.7M in Paymentus Holdings (PAY) during Q3 2026, led…
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…
- NEUTRAL CLUSTERAug 6, 2026
Two insiders (CFO Sanjay Kalra and Director Gary Trainor) sold a combined $1.12M in PAY stock over…
The selling is too small to signal a change in fundamentals. Traders should focus on upcoming earnings or business updates rather than this insider activity.
- NEUTRAL 8-KJul 23, 2026
Paymentus disclosed the resignation of director Adam Malinowski (nominated by Accel-KKR) effective…
No actionable trading signal. The board change is procedural and maintains Accel-KKR's board representation. Monitor next quarterly earnings for any strategic shifts, but this filing has no…
- NEUTRAL 8-KApr 8, 2026
Paymentus Holdings granted 480,000 restricted stock units (RSUs) to CEO Dushyant Sharma, vesting…
Monitor insider compensation trends; while this grant is standard retention practice, sustained high equity awards could pressure shareholder returns if performance lags.
All PAY filing & press-release reports (5)
- INST-CLUSTER reportOct 20, 2026
- CLUSTER reportAug 6, 2026
- 8-K reportJul 23, 2026
- 8-K reportApr 8, 2026
- INST-CLUSTER reportFeb 28, 2026