Among active 13F managers last quarter, 7 opened and 17 added, while 21 reduced; the largest holder to move was Forager Capital Management, LLC (+20%). Over the last 180 days, 1 insider bought and 1 insider sold, a net +$4.7M in open-market trades.
The legs disagree, or only one of them leans.
139 tracked 13F filers disclose a position in RPAY as of the latest SEC 13F filings, a combined $245.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Forager Capital Management, LLC | 11.1M | $46.6M | ▲+20% Added · +1.9M sh | Q2 2026 | |
| 2 | Veradace Capital Management LLC | 7.2M | $30.3M | ▲+0.2% Added · +15K sh | Q2 2026 | |
| 3 | Private Management Group Inc | 6.5M | $27.3M | ▲+7.2% Added · +435K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 6.3M | $16.3M | ▼−0.2% Reduced · −14K sh | Q1 2026 | |
| 5 | American Century Companies Inc | 4.1M | $10.6M | ▲+2.9% Added · +116K sh | Q1 2026 | |
| 6 | AQR Capital Management LLC | 4.0M | $10.4M | ▲+128% Added · +2.2M sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 3.2M | $8.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 8 | Dimensional Fund Advisors LP | 2.9M | $7.7M | ▼−18% Reduced · −639K sh | Q1 2026 | |
| 9 | Portolan Capital Management, LLC | 2.9M | $7.4M | ▲+2.4% Added · +66K sh | Q1 2026 | |
| 10 | Whetstone Capital Advisors, LLC | 2.7M | $7.0M | ▼−1.4% Reduced · −38K sh | Q1 2026 | |
| 11 | Pacific Ridge Capital Partners, LLC | 2.2M | $9.4M | ▲+59% Added · +827K sh | Q2 2026 | |
| 12 | State Street Corp | 2.0M | $8.3M | ▲+12% Added · +216K sh | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 1.8M | $7.5M | ▲+5.7% Added · +96K sh | Q2 2026 | |
| 14 | D. E. Shaw & Co., Inc. | 1.6M | $4.2M | ▲+1.3% Added · +21K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 1.0M | $2.7M | ▲+27% Added · +219K sh | Q1 2026 | |
| 16 | Morgan Stanley | 966K | $2.5M | ▼−20% Reduced · −249K sh | Q1 2026 | |
| 17 | Nuveen, LLC | 841K | $2.2M | ▼−29% Reduced · −344K sh | Q1 2026 | |
| 18 | Sovereign's Capital Management, LLC | 779K | $2.0M | ▼−3.9% Reduced · −31K sh | Q1 2026 | |
| 19 | Vanguard Portfolio Management LLC | 758K | $2.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 20 | Deutsche Bank AG | 673K | $1.7M | ▼−6.2% Reduced · −44K sh | Q1 2026 | |
| 21 | Bridgeway Capital Management, LLC | 631K | $1.6M | ▲+7.8% Added · +46K sh | Q1 2026 | |
| 22 | Bank Of Montreal | 630K | $1.6M | ▼−19% Reduced · −152K sh | Q1 2026 | |
| 23 | Aequim Alternative Investments LP | 578K | $2.4M | —Held | Q2 2026 | |
| 24 | Charles Schwab Investment Management Inc | 546K | $1.4M | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 528K | $1.4M | ▲+4.9% Added · +25K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in RPAY and 17 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 62 funds | $88.8B |
| Nvidia CorpNVDA | 61 funds | $177.0B |
| Microsoft CorpMSFT | 61 funds | $123.4B |
| Meta Platforms Inc-Class AMETA | 61 funds | $51.4B |
| Apple IncAAPL | 60 funds | $135.3B |
| Alphabet Inc-CL AGOOGL | 60 funds | $69.9B |
| Costco Wholesale CorpCOST | 60 funds | $17.8B |
| Johnson & JohnsonJNJ | 60 funds | $16.7B |
| Micron Technology IncMU | 60 funds | $16.2B |
| Unitedhealth Group IncUNH | 60 funds | $14.5B |
| Broadcom IncAVGO | 59 funds | $75.5B |
| Eli Lilly & CoLLY | 59 funds | $33.4B |
Ranked by how many of RPAY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RPAY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 9, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 79K | $212K |
| Apr 8, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 485K | $1.2M |
| Apr 7, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 350K | $847K |
| Apr 2, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 462K | $1.2M |
| Apr 1, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 488K | $1.2M |
| Mar 27, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 181K | $552K |
| Mar 27, 2026 | Forager Capital Management, LLC | 10% Owner | Sell (P) | 181K | $552K |
| Mar 26, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 287K | $873K |
| Mar 26, 2026 | Forager Capital Management, LLC | 10% Owner | Sell (P) | 287K | $873K |
| Mar 25, 2026 | Forager Fund, L.P. | 10% Owner | Buy (P) | 175K | $510K |
| Mar 25, 2026 | Forager Capital Management, LLC | 10% Owner | Sell (P) | 175K | $510K |
| Nov 17, 2025 | Thornburgh Richard E | Director | Sell (S) | 5K | $16K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 35 | – |
Insiders Form 4 open-market | 1 | 1 | +$4.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for RPAY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RPAY/capital-change-brief"
Use Arkolith's capital_change_brief for RPAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for RPAY. Filings are public domain, sourced to SEC EDGAR.