PAYNYSEServices-Business Services, NECFiscal year ends December 31
Paymentus Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$31.44−0.10 (-0.32%)
Close on Oct 19, 2026
- Market cap
- $4.06B
- P/E (TTM)
- 47.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44.9%
57M of 126M shares
Institutional holders
183
39 new, 40 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $7.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wasatch Advisors LP | 8,653,092 | 13.70% | 13G (passive) amendment | Jul 31, 2026 |
| Capital International Investors | 6,874,791 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
| Barnds, Thomas | 56,086,175 | 54.42% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 4,362,220 | 6.90% | 13G (passive) | Jun 30, 2026 |
| Capital World Investors | 4,214,343 | 6.70% | 13G (passive) | Mar 31, 2026 |
| Palumbo, Robert | 35,368,145 | 34.43% | 13G (passive) amendment | Dec 31, 2025 |
| Dushyant Sharma | 22,788,036 | 26.70% | 13G (passive) amendment | Dec 31, 2025 |
| GIC Private Ltd | 1,794,817 | 5.10% | 13G (passive) | Jun 10, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PAY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital International Investors | 7,069,846 | 5.61% | $170.81M | +195,055 | 0.04% |
| Wasatch Advisors LP | 6,188,196 | 4.91% | $149.51M | −1,708,700 | 0.98% |
| BlackRock, Inc. | 4,643,131 | 3.69% | $112.18M | +3,617,383 | 0.00% |
| Capital World Investors | 4,276,060 | 3.40% | $103.31M | +61,717 | 0.01% |
| Brown Brothers Harriman & Co | 2,820,964 | 2.24% | $68.15M | +669,376 | 0.30% |
| Vanguard Portfolio Management LLC | 2,563,614 | 2.04% | $61.94M | +444,425 | 0.00% |
| Vanguard Capital Management LLC | 2,524,171 | 2.00% | $60.98M | +89,579 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 1,946,392 | 1.55% | $47.02M | −5,400 | 0.13% |
| Geode Capital Management, LLC | 1,472,722 | 1.17% | $35.59M | +770,390 | 0.00% |
| Franklin Resources Inc | 1,293,473 | 1.03% | $31.25M | −1,071,538 | 0.01% |
| Invesco Ltd. | 1,250,650 | 0.99% | $30.22M | +247,259 | 0.00% |
| State Street Corp | 1,057,980 | 0.84% | $25.56M | +678,114 | 0.00% |
| Loomis Sayles & Co L P | 937,527 | 0.74% | $22.65M | −66,794 | 0.03% |
| Dimensional Fund Advisors LP | 912,072 | 0.72% | $22.04M | +76,273 | 0.00% |
| Cypress Point Investment Management LP | 881,115 | 0.70% | $21.29M | +41,482 | 3.86% |
| Nomura Asset Management International Inc. | 816,290 | 0.65% | $19.72M | +473,858 | 0.03% |
| Next Century Growth Investors LLC | 772,520 | 0.61% | $18.66M | −385,833 | 0.99% |
| Goldman Sachs Group Inc | 764,016 | 0.61% | $18.46M | +409,772 | 0.00% |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 733,470 | 0.58% | $17.72M | – | 4.65% |
| Marshall Wace, Llp | 710,643 | 0.56% | $17.17M | +436,235 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 183 | 57M | 44.9% | 39 / 77 | 55 / 40 | 12M | 10M |
| Q1 2026 | 189 | 54M | 43.3% | 47 / 77 | 54 / 41 | 15M | 10M |
| Q4 2025 | 185 | 54M | 43.2% | 44 / 93 | 38 / 21 | 16M | 7M |
| Q3 2025 | 167 | 45M | 36.0% | 39 / 74 | 44 / 38 | 15M | 3M |
| Q2 2025 | 167 | 34M | 26.7% | 45 / 61 | 51 / 18 | 10M | 2M |
| Q1 2025 | 140 | 26M | 20.3% | 23 / 64 | 42 / 32 | 8M | 3M |
| Q4 2024 | 150 | 21M | 16.4% | 54 / 48 | 43 / 9 | 6M | 2M |
| Q3 2024 | 106 | 17M | 13.2% | 22 / 45 | 30 / 10 | 2M | 1M |
| Q2 2024 | 95 | 16M | 12.7% | 18 / 40 | 31 / 14 | 2M | 3M |
| Q1 2024 | 92 | 16M | 13.0% | 27 / 37 | 19 / 9 | 2M | 1M |
| Q4 2023 | 75 | 17M | 13.9% | 24 / 26 | 16 / 7 | 3M | 2M |
| Q3 2023 | 58 | 17M | 13.2% | 11 / 18 | 20 / 11 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PAY | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 11,034,196 | 8.76% | $266.59M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,808,811 | 1.44% | $43.70M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,549,373 | 1.23% | $37.43M | 0.05% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 1,359,756 | 1.08% | $32.85M | 1.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,300,199 | 1.03% | $31.41M | 0.02% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,290,000 | 1.02% | $31.17M | 0.50% | Jun 30, 2026 |
| Franklin Small Cap Growth Fund | 1,103,485 | 0.88% | $37.63M | 1.52% | Jul 31, 2026 |
| Wasatch Small Cap Growth Fund | 1,083,647 | 0.86% | $26.18M | 2.22% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 755,571 | 0.60% | $18.25M | 0.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 658,734 | 0.52% | $15.92M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 650,843 | 0.52% | $22.19M | 0.07% | Jul 31, 2026 |
| Nomura Small Cap Growth Fund | 550,802 | 0.44% | $13.31M | 1.14% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 549,570 | 0.44% | $13.28M | 0.09% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 507,296 | 0.40% | $12.26M | 0.54% | Jun 30, 2026 |
| Invesco Main Street Small Cap Fund | 467,506 | 0.37% | $11.29M | 0.42% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Dushyant Sharma | Chairman, President and CEO, Director, 10% owner | 1,601,525 | 1.27% | Aug 18, 2026 |
| Gerasimos (Jerry) Portocalis | Chief Commercial Officer | 1,617,836 | 1.28% | Aug 18, 2026 |
| Sanjay Kalra | SVP and CFO | 484,259 | 0.38% | Aug 18, 2026 |
| Andrew A. Gerber | General Counsel and Secretary | 117,163 | 0.09% | Mar 16, 2026 |
| Gregory Hyde Williams | Director | 188,384 | 0.15% | Aug 28, 2026 |
| Jason Klein | Director | 2,901,436 | 2.30% | Aug 28, 2026 |
| Robert Palumbo | Director, 10% owner | 15,081,718 | 11.98% | Aug 28, 2026 |
| Accel-KKR Holdings GP, LLC | Director, 10% owner | 26,950,656 | 21.40% | Aug 28, 2026 |
| Gary Trainor | Director | 509,888 | 0.40% | Aug 6, 2026 |
| William Ingram | Director | 86,941 | 0.07% | Jun 9, 2026 |
| Arun Oberoi | Director | 41,885 | 0.03% | Jun 9, 2026 |
| Jody R. Davids | Director | 44,730 | 0.04% | Jun 9, 2026 |
| Adam Malinowski | Director | 201,547 | 0.16% | Dec 12, 2025 |
| Accel-Kkr Growth Capital Partners Iii, Lp | 10% owner | 4,892,638 | 3.88% | Aug 28, 2026 |
| Thomas Barnds | 10% owner | 15,081,759 | 11.98% | Aug 28, 2026 |
| Accel-KKR Growth Capital Partners II Strategic Fund, LP | 10% owner | – | – | Aug 28, 2026 |
| SC GPI HoldCo LP AKKR | 10% owner | – | – | Aug 28, 2026 |
| Accel-KKR Growth Capital Partners II, LP | 10% owner | 30,050,856 | 23.86% | Aug 28, 2026 |
| Strategic Capital Lp Akkr | 10% owner | 65,182,254 | 51.76% | Aug 28, 2026 |
| Accel-KKR Members Fund, LLC | 10% owner | 15,341,759 | 12.18% | Aug 28, 2026 |
| Accel-Kkr Capital Partners Cv Iii, Lp | 10% owner | 37,302,808 | 29.62% | Aug 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Accel-Kkr Growth Capital Partners Iii, Lp 10% owner | Aug 26, 2026 | Other | −94,546 | – | – | 0 |
| Robert Palumbo Director, 10% owner | Aug 26, 2026 | Other | −94,546 | – | – | 0 |
| Jason Klein Director | Aug 26, 2026 | Other | +546 | – | – | 1,496 |
| Thomas Barnds 10% owner | Aug 26, 2026 | Other | −94,546 | – | – | 0 |
| Gregory Hyde Williams Director | Aug 26, 2026 | Other | +22,558 | – | – | 188,384 |
| Robert Palumbo Director, 10% owner | Aug 17, 2026 | Other | −37,350 | – | – | 0 |
| Robert Palumbo Director, 10% owner | Aug 17, 2026 | Other | −3,168 | – | – | 0 |
| Gregory Hyde Williams Director | Aug 17, 2026 | Other | +33,145 | – | – | 165,826 |
| Jason Klein Director | Aug 17, 2026 | Other | +950 | – | – | 950 |
| Accel-KKR Members Fund, LLC 10% owner | Aug 17, 2026 | Other | −37,350 | – | – | 0 |
| Accel-KKR Members Fund, LLC 10% owner | Aug 17, 2026 | Other | −3,168 | – | – | 0 |
| Thomas Barnds 10% owner | Aug 17, 2026 | Other | −3,168 | – | – | 0 |
| Thomas Barnds 10% owner | Aug 17, 2026 | Other | −37,350 | – | – | 0 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Aug 15, 2026 | Tax withholding | −27,054 | – | – | 1,444,357 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | Aug 15, 2026 | Tax withholding | −5,704 | – | – | 744,652 |
| Sanjay Kalra SVP and CFO | Aug 15, 2026 | Tax withholding | −21,338 | – | – | 484,259 |
| Sanjay Kalra SVP and CFO | Aug 5, 2026 | Sale(10b5-1 plan) | −2,809 | $40.16 | $112.81K | 505,697 |
| Sanjay Kalra SVP and CFO | Aug 5, 2026 | Sale(10b5-1 plan) | −100 | $43.02 | $4.30K | 505,597 |
| Sanjay Kalra SVP and CFO | Aug 4, 2026 | Sale(10b5-1 plan) | −6,200 | $42.36 | $262.63K | 508,506 |
| Sanjay Kalra SVP and CFO | Aug 4, 2026 | Sale(10b5-1 plan) | −8,800 | $41.53 | $365.46K | 514,706 |
| Sanjay Kalra SVP and CFO | Aug 4, 2026 | Sale(10b5-1 plan) | −10,000 | $40.22 | $402.20K | 523,506 |
| Gary Trainor Director | Aug 4, 2026 | Sale(10b5-1 plan) | −17,515 | $43.06 | $754.20K | 509,888 |
| Gary Trainor Director | Aug 4, 2026 | Sale(10b5-1 plan) | −9,785 | $41.99 | $410.87K | 527,403 |
| Gary Trainor Director | Aug 4, 2026 | Sale(10b5-1 plan) | −4,500 | $40.88 | $183.96K | 537,188 |
| Gary Trainor Director | Aug 4, 2026 | Sale(10b5-1 plan) | −40,332 | $39.91 | $1.61M | 541,688 |
| Gary Trainor Director | Aug 4, 2026 | Sale(10b5-1 plan) | −7,868 | $38.74 | $304.81K | 582,020 |
| Gary Trainor Director | Jul 29, 2026 | Sale(10b5-1 plan) | −40,000 | $35.12 | $1.40M | 589,888 |
| Gary Trainor Director | Jul 28, 2026 | Sale(10b5-1 plan) | −39,000 | $33.11 | $1.29M | 630,888 |
| Gary Trainor Director | Jul 28, 2026 | Sale(10b5-1 plan) | −1,000 | $33.50 | $33.50K | 629,888 |
| Arun Oberoi Director | Jun 8, 2026 | Award | +8,280 | – | – | 41,885 |
| William Ingram Director | Jun 8, 2026 | Award | +8,280 | – | – | 86,941 |
| Jody R. Davids Director | Jun 8, 2026 | Award | +8,280 | – | – | 44,730 |
| Robert Palumbo Director, 10% owner | May 27, 2026 | Other | −155,574 | – | – | 0 |
| Thomas Barnds 10% owner | May 27, 2026 | Other | −155,574 | – | – | 0 |
| Strategic Capital Lp Akkr 10% owner | May 27, 2026 | Other | −155,574 | – | – | 0 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | May 15, 2026 | Tax withholding | −4,329 | – | – | 750,356 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | May 15, 2026 | Tax withholding | −27,054 | – | – | 1,471,411 |
| Sanjay Kalra SVP and CFO | May 15, 2026 | Tax withholding | −19,494 | – | – | 533,506 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Apr 7, 2026 | Award | +480,000 | – | – | 1,498,465 |
| Sanjay Kalra SVP and CFO | Mar 13, 2026 | Tax withholding | −7,372 | – | – | 553,000 |
| Andrew A. Gerber General Counsel and Secretary | Mar 13, 2026 | Tax withholding | −1,456 | – | – | 117,163 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | Mar 13, 2026 | Tax withholding | −4,644 | – | – | 754,685 |
| Andrew A. Gerber General Counsel and Secretary | Mar 9, 2026 | Award | +23,274 | – | – | 118,619 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | Mar 9, 2026 | Award | +139,644 | – | – | 759,329 |
| Sanjay Kalra SVP and CFO | Mar 9, 2026 | Award | +139,644 | – | – | 560,372 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | Feb 15, 2026 | Tax withholding | −2,989 | – | – | 619,685 |
| Andrew A. Gerber General Counsel and Secretary | Feb 15, 2026 | Tax withholding | −3,900 | – | – | 95,345 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Feb 15, 2026 | Tax withholding | −27,427 | – | – | 1,018,465 |
| Sanjay Kalra SVP and CFO | Feb 15, 2026 | Tax withholding | −19,816 | – | – | 420,728 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Nov 15, 2025 | Tax withholding | −27,054 | – | – | 1,045,892 |
| Sanjay Kalra SVP and CFO | Nov 15, 2025 | Tax withholding | −19,494 | – | – | 440,544 |
| Andrew A. Gerber General Counsel and Secretary | Nov 15, 2025 | Tax withholding | −3,579 | – | – | 99,245 |
| Gerasimos (Jerry) Portocalis Chief Commercial Officer | Nov 15, 2025 | Tax withholding | −4,356 | – | – | 622,674 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Aug 15, 2025 | Tax withholding | −27,054 | – | – | 1,072,946 |
| Andrew A. Gerber General Counsel and Secretary | Aug 15, 2025 | Tax withholding | −3,576 | – | – | 102,824 |
| Sanjay Kalra SVP and CFO | Aug 15, 2025 | Tax withholding | −19,494 | – | – | 460,038 |
| Dushyant Sharma Chairman, President and CEO, Director, 10% owner | Jul 2, 2025 | Award | +1,100,000 | – | – | 1,100,000 |
| Arun Oberoi Director | Jun 9, 2025 | Award | +4,698 | – | – | 33,605 |
| Jody R. Davids Director | Jun 9, 2025 | Award | +4,698 | – | – | 36,450 |
| William Ingram Director | Jun 9, 2025 | Award | +4,698 | – | – | 78,661 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kalra Sanjay Officer | Aug 5, 2026 | 2,909 | $129.74K | Aug 5, 2026 | Restricted Stock Units |
| Investment Holdings LLC TF Director | Aug 4, 2026 | 80,000 | $2.76M | Aug 4, 2026 | Previously Exercised Stock Options |
| Kalra Sanjay Officer | Aug 4, 2026 | 25,000 | $863.00K | Aug 4, 2026 | Restricted Stock Units |
| Investment Holdings LLC TF Director | Jul 29, 2026 | 40,000 | $1.37M | Jul 29, 2026 | Previously Exercised Stock Options |
| J. Trainor Dbatf Investment Holdings Llc Gary Director | Jul 28, 2026 | 40,000 | $1.26M | Jul 28, 2026 | Restricted Stock Units |
| Kalra Sanjay Officer | May 16, 2025 | 25,000 | $965.75K | May 16, 2025 | Restricted Stock Units |
| Oberoi Arun Director | May 15, 2025 | 4,415 | $169.05K | May 15, 2025 | Acquired from public market |
| Ingram William Director | May 12, 2025 | 11,409 | $433.65K | May 12, 2025 | Restricted stock vesting under a registered plan |
| Davids Jody Director | Mar 12, 2025 | 14,000 | $408.97K | Mar 12, 2025 | Restricted stock vesting under a registered plan |
| A. Gerber Andrew Officer | Feb 18, 2025 | 3,070 | $98.18K | Feb 18, 2025 | Restricted stock vesting under a registered plan |
| Kalra Sanjay Officer | Feb 18, 2025 | 15,794 | $505.19K | Feb 18, 2025 | Restricted stock vesting under a registered plan |
| A. Gerber Andrew Officer | Dec 4, 2024 | 34,272 | $1.30M | Dec 4, 2024 | Restricted Stock Units |
| A. Gerber Andrew Officer | Nov 18, 2024 | 2,816 | $97.47K | Nov 18, 2024 | Restricted stock vesting under a registered plan |
| Kalra Sanjay Officer | Nov 18, 2024 | 15,654 | $535.43K | Nov 18, 2024 | Restricted stock vesting under a registered plan |
| A. Gerber Andrew Officer | Aug 16, 2024 | 1,523 | $35.92K | Aug 16, 2024 | Restricted stock vesting under a registered plan |