Among active 13F managers last quarter, 5 opened and 30 added, while 21 reduced; the largest holder to move was Wasatch Advisors LP (−22%). Over the last 180 days, 2 insiders sold and none bought, a net -$7.1M in open-market trades.
The legs disagree, or only one of them leans.
160 tracked 13F filers disclose a position in PAY as of the latest SEC 13F filings, a combined $1.1B 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 | Wasatch Advisors LP | 6.2M | $149.5M | ▼−22% Reduced · −1.7M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 4.6M | $112.2M | ▲+353% Added · +3.6M sh | Q2 2026 | |
| 3 | Brown Brothers Harriman & Co | 2.8M | $68.2M | ▲+31% Added · +669K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 2.6M | $61.9M | ▲+21% Added · +444K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 2.5M | $61.0M | ▲+3.7% Added · +90K sh | Q2 2026 | |
| 6 | Franklin Templeton Inc | 2.4M | $60.1M | ▲+8.9% Added · +193K sh | Q1 2026 | |
| 7 | Fuller & Thaler Asset Management, Inc. | 1.9M | $47.0M | ▼−0.3% Reduced · −5K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 1.5M | $35.6M | ▲+110% Added · +770K sh | Q2 2026 | |
| 9 | State Street Corp | 1.1M | $25.6M | ▲+179% Added · +678K sh | Q2 2026 | |
| 10 | Loomis Sayles & Co L P | 1.0M | $25.5M | ▼−7.7% Reduced · −84K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 907K | $23.0M | ▲13× Added · +839K sh | Q1 2026 | |
| 12 | Cypress Point Investment Management LP | 881K | $21.3M | ▲+4.9% Added · +41K sh | Q2 2026 | |
| 13 | Millennium Management LLC | 857K | $21.8M | ▲+497% Added · +713K sh | Q1 2026 | |
| 14 | Dimensional Fund Advisors LP | 836K | $21.2M | ▲+42% Added · +249K sh | Q1 2026 | |
| 15 | Next Century Growth Investors LLC | 773K | $18.7M | ▼−33% Reduced · −386K sh | Q2 2026 | |
| 16 | Qube Research & Technologies Ltd | 737K | $18.7M | ▲+82% Added · +333K sh | Q1 2026 | |
| 17 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 733K | $17.7M | —Held | Q2 2026 | |
| 18 | Silvercrest Asset Management Group LLC | 641K | $16.3M | ▼−10% Reduced · −71K sh | Q1 2026 | |
| 19 | North Reef Capital Management LP | 600K | $14.5M | ▼−18% Reduced · −135K sh | Q2 2026 | |
| 20 | William Blair Investment Management, LLC | 557K | $13.5M | ▲+3.6% Added · +20K sh | Q2 2026 | |
| 21 | Jane Street Group, LLC | 546K | $13.9M | ▲Added Added · +546K sh | Q1 2026 | |
| 22 | Palisades Investment Partners, LLC | 431K | $10.4M | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 411K | $9.9M | ▲+30% Added · +94K sh | Q2 2026 | |
| 24 | Sei Investments Co | 397K | $10.1M | ▼−10% Reduced · −45K sh | Q1 2026 | |
| 25 | Two Sigma Investments, LP | 372K | $9.4M | ▲+92% Added · +178K 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, 5 funds opened a new position in PAY and 30 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 | 90 funds | $105.4B |
| Nvidia CorpNVDA | 89 funds | $229.5B |
| Microsoft CorpMSFT | 89 funds | $134.4B |
| Alphabet Inc-CL AGOOGL | 88 funds | $104.7B |
| JPMorgan Chase & CoJPM | 87 funds | $32.6B |
| Costco Wholesale CorpCOST | 87 funds | $17.6B |
| Meta Platforms Inc-Class AMETA | 86 funds | $62.1B |
| Eli Lilly & CoLLY | 86 funds | $46.2B |
| Visa Inc-Class A SharesV | 86 funds | $34.8B |
| Lam Research CorpLRCX | 85 funds | $26.7B |
| Uber Technologies IncUBER | 85 funds | $5.8B |
| Apple IncAAPL | 84 funds | $155.1B |
Ranked by how many of PAY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PAY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 5, 2026 | Kalra Sanjay | SVP and CFO | Sell (S) 2 lots, same day | 3K | $117K |
| Aug 4, 2026 | Trainor Gary | Director | Sell (S) 5 lots, same day | 80K | $3.3M |
| Aug 4, 2026 | Kalra Sanjay | SVP and CFO | Sell (S) 3 lots, same day | 25K | $1.0M |
| Jul 29, 2026 | Trainor Gary | Director | Sell (S) | 40K | $1.4M |
| Jul 28, 2026 | Trainor Gary | Director | Sell (S) 2 lots, same day | 40K | $1.3M |
| May 16, 2025 | Kalra Sanjay | SVP and CFO | Sell (S) | 25K | $1.0M |
| May 15, 2025 | Oberoi Arun | Director | Sell (S) | 4K | $168K |
| May 12, 2025 | Ingram William | Director | Sell (S) | 11K | $434K |
| Mar 12, 2025 | Davids Jody R | Director | Sell (S) 3 lots, same day | 14K | $409K |
| Feb 18, 2025 | Gerber Andrew A. | General Counsel and Secretary | Sell (S) | 3K | $98K |
| Feb 18, 2025 | Kalra Sanjay | SVP and CFO | Sell (S) | 16K | $505K |
| Dec 4, 2024 | Gerber Andrew A. | General Counsel and Secretary | Sell (S) | 34K | $1.3M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 61 | 29 | – |
Insiders Form 4 open-market | 0 | 2 | -$7.1M |
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 PAY
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/PAY/capital-change-brief"
Use Arkolith's capital_change_brief for PAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.