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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, Q3 2021

Institutional positions in Paya Holdings Inc. as of Sep 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
128
+6 vs. Q2 2021
Shares held
129.6M
+1.58M (+1.2%) vs. Q2 2021
Total value
$1.41B
−$1.80M (−0.1%) vs. Q2 2021
New holders
29
42 more added
Sold out
23
40 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 128 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 heldQ3 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, Q3 2021

Shares, value and share of portfolio for each institution holding Paya Holdings Inc.; share changes are against Q2 2021.

Institutions holding PAYA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
GTCR LLC45,234,022$491.7M12.47%00.0%Unchanged
BlackRock Inc.7,847,884$85.3M0.00%+315,193+4.2%Added
Massachusetts Financial Services Co5,534,081$60.2M0.02%+532,093+10.6%Added
Neuberger Berman Group LLC5,468,416$59.4M0.05%+1,415,728+34.9%Added
Bank of New York Mellon Corp5,267,279$57.3M0.01%+76,617+1.5%Added
Vanguard Group Inc3,861,807$42.0M0.00%+191,284+5.2%Added
Victory Capital Management Inc3,663,270$39.8M0.04%+3,663,270New
Bamco Inc3,592,268$39.0M0.09%+67,268+1.9%Added
Westfield Capital Management Co LP3,355,737$36.5M0.22%+80,672+2.5%Added
Franklin Resources Inc3,074,497$33.4M0.01%−8,719−0.3%Reduced
Cramer Rosenthal McGlynn LLC3,003,282$32.6M1.12%+27,334+0.9%Added
Villere St Denis J & Co LLC2,968,187$32.3M1.88%−25,390−0.8%Reduced
Polar Asset Management Partners Inc.2,402,812$26.1M0.31%00.0%Unchanged
Invesco Ltd.2,397,486$26.1M0.01%+1,226,411+104.7%Added
Handelsbanken Fonder AB2,200,000$23.9M0.13%+921,221+72.0%Added
Frontier Capital Management Co LLC2,174,253$23.6M0.19%−135,775−5.9%Reduced
Kornitzer Capital Management Inc1,916,385$20.8M0.32%00.0%Unchanged
State Street Corp1,900,042$20.7M0.00%+57,497+3.1%Added
FMR LLC1,595,857$17.3M0.00%−1,430,202−47.3%Reduced
Nantahala Capital Management, LLC1,481,096$16.1M0.95%−13,020−0.9%Reduced
Fenimore Asset Management Inc1,368,222$14.9M0.37%+927,196+210.2%Added
Geode Capital Management, LLC1,360,409$14.8M0.00%+121,135+9.8%Added
Nuveen Asset Management, LLC1,073,203$11.8M0.00%+83,312+8.4%Added
Wells Fargo & Company1,024,319$11.1M0.00%−536,098−34.4%Reduced
Emerald Advisers, LLC932,480$10.1M0.37%−8,481−0.9%Reduced
Wasatch Advisors Inc928,957$10.1M0.04%+302,783+48.4%Added
Shell Asset Management Co913,640$9.93M0.22%+732,948+405.6%Added
Point72 Asset Management, L.P.885,400$9.62M0.05%−537,300−37.8%Reduced
Endeavour Capital Advisors Inc871,637$9.47M1.37%−281,705−24.4%Reduced
Silvercrest Asset Management Group LLC812,722$8.83M0.06%−12,959−1.6%Reduced
Northern Trust Corp799,853$8.70M0.00%−1560.0%Reduced
Deutsche Bank AG797,892$8.67M0.00%−944,612−54.2%Reduced
Handelsinvest Investeringsforvaltning700,000$7.61M0.83%+310,668+79.8%Added
Wellington Management Group LLP636,554$6.74M0.00%−2,834,070−81.7%Reduced
Voya Investment Management LLC614,231$6.68M0.01%−33,089−5.1%Reduced
Charles Schwab Investment Management Inc572,232$6.22M0.00%+124,569+27.8%Added
Emerald Mutual Fund Advisers Trust440,746$4.79M0.17%−567,773−56.3%Reduced
Comerica Bank472,714$4.54M0.03%−17,899−3.6%Reduced
Morgan Stanley409,571$4.45M0.00%+391,866+2,213.3%Added
Spears Abacus Advisors LLC392,224$4.26M0.31%+11,834+3.1%Added
Goldman Sachs Group Inc390,600$4.25M0.00%−212,825−35.3%Reduced
PEAK6 Investments LLC267,057$2.90M0.06%+267,057New
Susquehanna International Group, LLP263,934$2.87M0.00%−60,347−18.6%Reduced
D.A. Davidson & Co.180,350$1.96M0.02%+21,620+13.6%Added
Parametric Portfolio Associates LLC175,154$1.90M0.00%+91,507+109.4%Added
Swiss National Bank153,600$1.67M0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund145,957$1.59M0.00%+47,820+48.7%Added
JCSD Capital, LLC138,314$1.50M1.49%+76,300+123.0%Added
FJ Capital Management LLC137,000$1.49M0.13%−39,000−22.2%Reduced
Sompo Asset Management Co., Ltd.121,340$1.32M0.30%−7,350−5.7%Reduced
Group One Trading, L.P.120,105$1.31M0.03%+120,105New
Citadel Advisors LLC118,419$1.29M0.00%−59,699−33.5%Reduced
Atom Investors LP103,186$1.12M0.22%+103,186New
California State Teachers Retirement System101,660$1.10M0.00%−11,668−10.3%Reduced
Bullseye Asset Management LLC96,056$1.04M0.36%+24,995+35.2%Added
Royal Bank of Canada85,855$933.0K0.00%−30,267−26.1%Reduced
ExodusPoint Capital Management, LP85,622$931.0K0.01%+85,622New
JPMorgan Chase & Co85,337$927.0K0.00%+26,933+46.1%Added
Rhumbline Advisers83,628$909.0K0.00%+3,714+4.6%Added
Bank of America Corp82,584$898.0K0.00%−8,141−9.0%Reduced
Angelo Gordon & Co., L.P.74,243$807.0K0.10%00.0%Unchanged
Cribstone Capital Management, LLC70,076$762.0K0.45%+70,076New
Alliancebernstein L.P.65,200$709.0K0.00%+65,200New
Pendal Group Limited63,338$688.0K0.01%+5,841+10.2%Added
New York State Common Retirement Fund62,282$677.0K0.00%−8,118−11.5%Reduced
Cna Financial Corp60,454$657.0K0.18%00.0%Unchanged
Credit Suisse AG57,427$623.0K0.00%+17,700+44.6%Added
Ameriprise Financial Inc57,257$622.0K0.00%+26,357+85.3%Added
Legal & General Group Plc56,856$618.0K0.00%+27,956+96.7%Added
Belvedere Trading LLC56,184$584.0K0.16%+56,184New
Summit Global Investments52,800$574.0K0.04%+52,800New
Psagot Investment House Ltd.46,530$506.0K0.09%−3,009−6.1%Reduced
Psagot Value Holdings Ltd. / (Israel)46,530$506.0K0.09%+46,530New
American International Group, Inc.45,000$489.0K0.00%−1,069−2.3%Reduced
Manufacturers Life Insurance Company, The42,090$458.0K0.00%−224,651−84.2%Reduced
UBS Asset Management Americas Inc39,939$434.1K0.00%+3,282+9.0%Added
Royce & Associates LP39,100$425.0K0.00%+39,100New
Bessemer Group Inc37,770$411.0K0.00%+23,055+156.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,508$407.0K0.03%00.0%Unchanged
Fort Baker Capital Management LP35,690$388.0K0.11%+35,690New
MetLife Investment Management33,025$359.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc32,539$354.0K0.00%+5,604+20.8%Added
Buffington Mohr McNeal32,200$350.0K0.07%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.32,235$350.0K0.00%00.0%Unchanged
SG Americas Securities, LLC29,444$320.0K0.00%+29,444New
Walleye Trading LLC29,340$319.0K0.01%+29,340New
Janney Montgomery Scott LLC26,050$283.0K0.00%+26,050New
Metropolitan Life Insurance Co25,285$274.8K0.00%00.0%Unchanged
Exos Asset Management LLC22,592$246.0K0.13%−9,365−29.3%Reduced
Jane Street Group, LLC21,724$236.0K0.00%+21,724New
Oppenheimer Asset Management Inc.21,410$233.0K0.00%+2,461+13.0%Added
STRS Ohio19,100$207.0K0.00%00.0%Unchanged
Zeke Capital Advisors, LLC19,010$207.0K0.01%00.0%Unchanged
Arizona State Retirement System18,981$206.0K0.00%+39+0.2%Added
First Midwest Bank Trust Division18,874$205.0K0.03%−4,373−18.8%Reduced
Raymond James Financial Services Advisors, Inc.17,870$194.0K0.00%+17,870New
Principal Financial Group Inc17,245$187.0K0.00%+4,100+31.2%Added
Wolverine Trading, LLC17,159$184.0K0.00%+17,159New
Cornerstone Investment Partners, LLC16,430$179.0K0.01%−3,900−19.2%Reduced
First Mercantile Trust Co16,040$174.0K0.02%−1,097−6.4%Reduced