- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 2 listed it in both
- Shares listed
- 8,561,291
- combined, among listed positions
- Reported value
- $270m
- combined, at the quarter end
Among the 92 comparable managers: 18 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -221,085.
Managers listing PAY in Q4 2025
23 of 23 holders
Largest increases and reductions, by shares
Increases
- Citadel Advisors LLCexisting position · 816,555 shares now+512,563
- T. Rowe Price Associates Incexisting position · 569,016 shares now+162,845
- Point72 Asset Management LPexisting position · 181,931 shares now+154,210
- Capital World Investorsexisting position · 2,499,583 shares now+105,970
- Renaissance Technologies LLCnew position · 92,997 shares now+92,997
Reductions
- Invesco Ltdexisting position · 2,877,486 shares now-910,604
- Arrowstreet Capital LPexisting position · 156,823 shares now-210,717
- Millennium Management LLCexisting position · 143,573 shares now-193,179
- Fidelity (FMR LLC)existing position · 485,638 shares now-86,062
- Verition Fund Management LLCexisting position · 20,088 shares now-9,147
New positions and exits
New (5)
Exited (3)
- Winton Group Ltdwas $952k
- Schonfeld Strategic Advisors LLCwas $696k
- Quantbot Technologies LPwas $494k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 4 | $62m | n.a. | n.a. |
| Q3 2021 | 2 | $58m | n.a. | n.a. |
| Q4 2021 | 1 | $74m | n.a. | n.a. |
| Q1 2022 | 1 | $45m | n.a. | n.a. |
| Q2 2022 | 1 | $28m | n.a. | n.a. |
| Q1 2024 | 1 | $490k | 1 | 0 |
| Q2 2024 | 1 | $657k | 1 | 0 |
| Q3 2024 | 1 | $964k | 1 | 0 |
| Q4 2024 | 1 | $2.1m | 1 | 0 |
| Q1 2025 | 2 | $27m | 2 | 0 |
| Q2 2025 | 2 | $73m | 2 | 0 |
| Q3 2025 | 3 | $78m | 2 | 1 |
| Q4 2025 | 2 | $83m | 18 | 8 |
| Q1 2026 | 2 | $109m | 15 | 12 |
| Q2 2026 | 2 | $105m | 11 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
PAY and V →PAY and MA →PAY and MCO →Choose a stock to compare with PAY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PAY, latest filings →Back to the 13F Explorer →