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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
Point72 Asset Management, L.P.885,400$9.62M0.05%−537,300−37.8%Reduced
Shell Asset Management Co913,640$9.93M0.22%+732,948+405.6%Added
Wasatch Advisors Inc928,957$10.1M0.04%+302,783+48.4%Added
Emerald Advisers, LLC932,480$10.1M0.37%−8,481−0.9%Reduced
Wells Fargo & Company1,024,319$11.1M0.00%−536,098−34.4%Reduced
Nuveen Asset Management, LLC1,073,203$11.8M0.00%+83,312+8.4%Added
Geode Capital Management, LLC1,360,409$14.8M0.00%+121,135+9.8%Added
Fenimore Asset Management Inc1,368,222$14.9M0.37%+927,196+210.2%Added
Nantahala Capital Management, LLC1,481,096$16.1M0.95%−13,020−0.9%Reduced
FMR LLC1,595,857$17.3M0.00%−1,430,202−47.3%Reduced
State Street Corp1,900,042$20.7M0.00%+57,497+3.1%Added
Kornitzer Capital Management Inc1,916,385$20.8M0.32%00.0%Unchanged
Frontier Capital Management Co LLC2,174,253$23.6M0.19%−135,775−5.9%Reduced
Handelsbanken Fonder AB2,200,000$23.9M0.13%+921,221+72.0%Added
Invesco Ltd.2,397,486$26.1M0.01%+1,226,411+104.7%Added
Polar Asset Management Partners Inc.2,402,812$26.1M0.31%00.0%Unchanged
Villere St Denis J & Co LLC2,968,187$32.3M1.88%−25,390−0.8%Reduced
Cramer Rosenthal McGlynn LLC3,003,282$32.6M1.12%+27,334+0.9%Added
Franklin Resources Inc3,074,497$33.4M0.01%−8,719−0.3%Reduced
Westfield Capital Management Co LP3,355,737$36.5M0.22%+80,672+2.5%Added
Bamco Inc3,592,268$39.0M0.09%+67,268+1.9%Added
Victory Capital Management Inc3,663,270$39.8M0.04%+3,663,270New
Vanguard Group Inc3,861,807$42.0M0.00%+191,284+5.2%Added
Bank of New York Mellon Corp5,267,279$57.3M0.01%+76,617+1.5%Added
Neuberger Berman Group LLC5,468,416$59.4M0.05%+1,415,728+34.9%Added
Massachusetts Financial Services Co5,534,081$60.2M0.02%+532,093+10.6%Added
BlackRock Inc.7,847,884$85.3M0.00%+315,193+4.2%Added
GTCR LLC45,234,022$491.7M12.47%00.0%Unchanged
Alyeska Investment Group, L.P.0$00.00%−1,145,175−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−947,396−100.0%Sold out
Millennium Management LLC0$00.00%−548,102−100.0%Sold out
Engineers Gate Manager LP0$00.00%−126,845−100.0%Sold out
Nomura Holdings Inc0$00.00%−102,297−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−61,478−100.0%Sold out
Wisconsin Capital Management LLC0$00.00%−60,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−59,769−100.0%Sold out
Caption Management, LLC0$00.00%−58,863−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−40,168−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−29,221−100.0%Sold out
Premier Asset Management LLC0$00.00%−27,320−100.0%Sold out
Trexquant Investment LP0$00.00%−24,593−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−19,090−100.0%Sold out
Two Sigma Investments, LP0$00.00%−15,477−100.0%Sold out
XTX Topco Ltd0$00.00%−13,231−100.0%Sold out
Financial Architects, Inc0$00.00%−10,560−100.0%Sold out
SG3 Management, LLC0$00.00%−10,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−9,600−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,626−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−5,000−100.0%Sold out
Danda Trouve Investment Management, Inc.0$00.00%−879−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−16,399−100.0%Sold out
CWM, LLC––––Not filed