Paymentus Holdings, Inc.
At today's price, Paymentus Holdings, Inc. (PAY) is priced for today's economics sustained for ~15.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Paymentus runs a bill-payment network connecting billers and financial institutions, and it earns more as more bills move online ⟦"As the number of financial transactions online continues to increase, electronic bill payment is becoming a greater share"⟧, a volume-driven model where transactions processed rose 17.4% in the latest quarter. • The price is the risk: it pays roughly 31 times company-wide operating income and assumes growth holds near its ceiling for about a dozen years, a pace onl
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179 institutional managers reported holding PAY in 13F filings for the quarter ended 2026-03-31. Together they hold about 42% of the company; the top 10 hold 26%. 40 opened new positions that quarter. Held by Vanguard Group, Capital Group (American Funds), Franklin Resources, among others. On the short side, 1.7M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PAY's share count grew 15.3% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at PAY over the trailing three years. Absence is a fact about the company, not a signal. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PAY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | +27.4% | +12.3% |
| 2023-11-08 | +4.2% | +9.4% |
| 2024-03-06 | +24.2% | +1.4% |
| 2024-05-08 | -8.6% | -1.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PAY's latest 8-K filings: 2026-06-08 (items 5.07); 2026-05-04 (items 2.02, 9.01); 2026-04-08 (items 5.02, 9.01); 2026-03-26 (items 5.02); 2026-03-13 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.