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Paya Holdings Inc.

PAYADelisted Feb 22, 2023
Industry
Services-Business Services, NEC
SEC CIK
0001819881

Paya Holdings Inc. was delisted on Feb 22, 2023; its insiders filed their last Form 4 on Feb 24, 2023; 135 institutions reported holding it in 13F filings for Q4 2022, worth $997.7M in total; Southeastern Asset Management (Longleaf) was the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Paya Holdings Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
123
+2 vs. Q1 2021
Shares held
128.0M
+2.50M (+2.0%) vs. Q1 2021
Total value
$1.41B
+$34.7M (+2.5%) vs. Q1 2021
New holders
43
48 more added
Sold out
41
21 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PAYA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 123 institutions
Q1 2021: 121 institutionsQ2 2021: 123 institutionsQ3 2021: 128 institutionsQ4 2021: 133 institutionsQ1 2022: 122 institutionsQ2 2022: 124 institutionsQ3 2022: 129 institutionsQ4 2022: 135 institutionsQ1 2023: 1 institutionQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $1.41B
Q1 2021: $1.37BQ2 2021: $1.41BQ3 2021: $1.41BQ4 2021: $816.4MQ1 2022: $747.3MQ2 2022: $834.7MQ3 2022: $777.1MQ4 2022: $997.7MQ1 2023: $535Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PAYA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20231$535
Q4 2022135$997.7M
Q3 2022129$777.1M
Q2 2022124$834.7M
Q1 2022122$747.3M
Q4 2021133$816.4M
Q3 2021128$1.41B
Q2 2021123$1.41B
Q1 2021121$1.37B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Paya Holdings Inc.; share changes are against Q1 2021.

Institutions holding PAYA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
GTCR LLC45,234,022$498.5M13.89%00.0%Unchanged
BlackRock Inc.7,532,691$83.0M0.00%+4,549,942+152.5%Added
Bank of New York Mellon Corp5,190,662$57.2M0.01%+3,148,393+154.2%Added
Massachusetts Financial Services Co5,001,988$55.1M0.02%+1,145,016+29.7%Added
Neuberger Berman Group LLC4,052,688$44.6M0.04%+298,330+7.9%Added
Vanguard Group Inc3,670,523$40.4M0.00%+772,944+26.7%Added
Bamco Inc3,525,000$38.8M0.09%00.0%Unchanged
Wellington Management Group LLP3,470,624$38.1M0.01%+1,283,941+58.7%Added
Westfield Capital Management Co LP3,275,065$36.1M0.22%+664,107+25.4%Added
Franklin Resources Inc3,083,216$34.0M0.01%+1,083,216+54.2%Added
FMR LLC3,026,059$33.3M0.00%+377,559+14.3%Added
Villere St Denis J & Co LLC2,993,577$33.0M1.77%+221,440+8.0%Added
Cramer Rosenthal McGlynn LLC2,975,948$32.8M1.05%+148,688+5.3%Added
Polar Asset Management Partners Inc.2,402,812$26.5M0.33%00.0%Unchanged
Frontier Capital Management Co LLC2,310,028$25.5M0.19%+716,219+44.9%Added
Kornitzer Capital Management Inc1,916,385$21.1M0.32%+267,235+16.2%Added
State Street Corp1,842,545$20.3M0.00%+1,609,276+689.9%Added
Deutsche Bank AG1,742,504$19.2M0.01%+666,089+61.9%Added
Wells Fargo & Company1,560,417$17.2M0.00%+321,756+26.0%Added
Nantahala Capital Management, LLC1,494,116$16.5M0.91%+100,000+7.2%Added
Point72 Asset Management, L.P.1,422,700$15.7M0.08%−5,259,600−78.7%Reduced
Handelsbanken Fonder AB1,278,779$14.1M0.07%+1,278,779New
Geode Capital Management, LLC1,239,274$13.7M0.00%+695,456+127.9%Added
Invesco Ltd.1,171,075$12.9M0.00%−11,724−1.0%Reduced
Endeavour Capital Advisors Inc1,153,342$12.7M1.62%+550,576+91.3%Added
Alyeska Investment Group, L.P.1,145,175$12.6M0.15%−273,883−19.3%Reduced
Emerald Mutual Fund Advisers Trust1,008,519$11.1M0.36%−20,000−1.9%Reduced
Nuveen Asset Management, LLC989,891$10.9M0.00%+989,891New
Intrinsic Edge Capital Management LLC947,396$10.4M0.62%+947,396New
Emerald Advisers, LLC940,961$10.4M0.38%−34,340−3.5%Reduced
Silvercrest Asset Management Group LLC825,681$9.10M0.06%+525,877+175.4%Added
Northern Trust Corp800,009$8.82M0.00%+700,231+701.8%Added
Voya Investment Management LLC647,320$7.13M0.01%+647,320New
Wasatch Advisors Inc626,174$6.90M0.03%−119,543−16.0%Reduced
Goldman Sachs Group Inc603,425$6.65M0.00%−591,698−49.5%Reduced
Millennium Management LLC548,102$6.04M0.01%−2,275,491−80.6%Reduced
Charles Schwab Investment Management Inc447,663$4.93M0.00%+204,121+83.8%Added
Comerica Bank490,613$4.93M0.03%+201,303+69.6%Added
Fenimore Asset Management Inc441,026$4.86M0.12%+441,026New
Handelsinvest Investeringsforvaltning389,332$4.29M0.48%+389,332New
Spears Abacus Advisors LLC380,390$4.19M0.30%+380,390New
Susquehanna International Group, LLP324,281$3.57M0.00%−234,934−42.0%Reduced
Manufacturers Life Insurance Company, The266,741$2.94M0.00%+84,629+46.5%Added
Shell Asset Management Co180,692$1.99M0.04%+180,692New
Citadel Advisors LLC178,118$1.96M0.00%−127,982−41.8%Reduced
FJ Capital Management LLC176,000$1.94M0.16%+18,800+12.0%Added
D.A. Davidson & Co.158,730$1.75M0.02%+88,780+126.9%Added
Swiss National Bank153,600$1.69M0.00%+153,600New
Sompo Asset Management Co., Ltd.128,690$1.42M0.29%+5,870+4.8%Added
Engineers Gate Manager LP126,845$1.40M0.09%−65,553−34.1%Reduced
Royal Bank of Canada116,122$1.28M0.00%+31,979+38.0%Added
California State Teachers Retirement System113,328$1.25M0.00%+113,328New
Nomura Holdings Inc102,297$1.13M0.01%+70,312+219.8%Added
Healthcare of Ontario Pension Plan Trust Fund98,137$1.08M0.00%+98,137New
Bank of America Corp90,725$999.0K0.00%+51,488+131.2%Added
Parametric Portfolio Associates LLC83,647$922.0K0.00%−77,469−48.1%Reduced
Rhumbline Advisers79,914$881.0K0.00%+79,914New
Angelo Gordon & Co., L.P.74,243$818.0K0.10%00.0%Unchanged
UBS Group AG72,773$802.0K0.00%+8,477+13.2%Added
Bullseye Asset Management LLC71,061$783.0K0.26%+30,000+73.1%Added
New York State Common Retirement Fund70,400$776.0K0.00%+70,400New
JCSD Capital, LLC62,014$683.0K0.64%+48,000+342.5%Added
Penn Capital Management Co Inc61,478$677.0K0.07%+61,478New
Cna Financial Corp60,454$666.0K0.19%00.0%Unchanged
Wisconsin Capital Management LLC60,000$661.0K0.26%+60,000New
Occudo Quantitative Strategies LP59,769$659.0K0.10%−43,353−42.0%Reduced
Caption Management, LLC58,863$648.0K0.06%+58,863New
JPMorgan Chase & Co58,404$644.0K0.00%+46,724+400.0%Added
Pendal Group Limited57,497$634.0K0.01%+6,684+13.2%Added
Psagot Investment House Ltd.49,539$546.0K0.02%+2,039+4.3%Added
American International Group, Inc.46,069$508.0K0.00%+46,069New
Gsa Capital Partners LLP40,168$443.0K0.05%+40,168New
Credit Suisse AG39,727$439.0K0.00%+28,948+268.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,508$413.0K0.04%+2,122+6.0%Added
UBS Asset Management Americas Inc36,657$404.0K0.00%+36,657New
MetLife Investment Management33,025$363.9K0.00%+33,025New
Buffington Mohr McNeal32,200$355.0K0.07%+32,200New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.32,235$355.0K0.00%+32,235New
Exos Asset Management LLC31,957$352.0K0.18%−20,308−38.9%Reduced
Ameriprise Financial Inc30,900$341.0K0.00%+3,806+14.0%Added
D. E. Shaw & Co., Inc.29,221$322.0K0.00%+29,221New
Legal & General Group Plc28,900$318.0K0.00%+28,900New
Premier Asset Management LLC27,320$301.0K0.04%+27,320New
Envestnet Asset Management Inc26,935$297.0K0.00%+8,402+45.3%Added
Cubist Systematic Strategies, LLC26,369$291.0K0.00%−179,731−87.2%Reduced
Metropolitan Life Insurance Co25,285$278.6K0.00%+25,285New
Trexquant Investment LP24,593$271.0K0.02%+24,593New
First Midwest Bank Trust Division23,247$256.0K0.03%+23,247New
ProShare Advisors LLC21,330$235.0K0.00%+21,330New
Cornerstone Investment Partners, LLC20,330$224.0K0.01%00.0%Unchanged
Marshall Wace North America L.P.19,090$210.0K0.00%−908,571−97.9%Reduced
STRS Ohio19,100$210.0K0.00%+19,100New
Oppenheimer Asset Management Inc.18,949$209.0K0.00%+3,941+26.3%Added
Zeke Capital Advisors, LLC19,010$209.0K0.01%+4,810+33.9%Added
Arizona State Retirement System18,942$209.0K0.00%+18,942New
Penserra Capital Management LLC18,733$206.0K0.00%+3,761+25.1%Added
Simplex Trading, LLC18,568$204.0K0.01%+17,670+1,967.7%Added
Connacht Asset Management LP18,014$199.0K0.18%+18,014New
Morgan Stanley17,705$195.0K0.00%−1,119,332−98.4%Reduced
First Mercantile Trust Co17,137$189.0K0.02%+2,827+19.8%Added