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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, Q4 2021

Institutional positions in Paya Holdings Inc. as of Dec 31, 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
133
+8 vs. Q3 2021
Shares held
128.8M
−651.0K (−0.5%) vs. Q3 2021
Total value
$816.4M
−$590.5M (−42.0%) vs. Q3 2021
New holders
32
51 more added
Sold out
24
39 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 133 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 heldQ4 2021: $816.4M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Paya Holdings Inc.; share changes are against Q3 2021.

Institutions holding PAYA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
GTCR LLC45,234,022$286.8M8.74%00.0%Unchanged
Massachusetts Financial Services Co8,092,139$51.3M0.01%+2,558,058+46.2%Added
BlackRock Inc.6,963,658$44.1M0.00%−884,226−11.3%Reduced
Bank of New York Mellon Corp5,113,205$32.4M0.01%−154,074−2.9%Reduced
Westfield Capital Management Co LP4,802,854$30.4M0.18%+1,447,117+43.1%Added
Villere St Denis J & Co LLC4,568,015$29.0M1.66%+1,599,828+53.9%Added
Neuberger Berman Group LLC4,205,764$26.5M0.02%−1,262,652−23.1%Reduced
Vanguard Group Inc3,970,780$25.2M0.00%+108,973+2.8%Added
Nantahala Capital Management, LLC3,799,961$24.1M1.50%+2,318,865+156.6%Added
Victory Capital Management Inc3,720,147$23.6M0.02%+56,877+1.6%Added
Handelsbanken Fonder AB3,700,000$23.5M0.12%+1,500,000+68.2%Added
Bamco Inc3,500,000$22.2M0.05%−92,268−2.6%Reduced
Franklin Resources Inc3,057,893$19.4M0.01%−16,604−0.5%Reduced
Cramer Rosenthal McGlynn LLC3,055,803$19.4M0.62%+52,521+1.7%Added
Invesco Ltd.2,982,842$18.9M0.00%+585,356+24.4%Added
Kornitzer Capital Management Inc2,463,090$15.6M0.23%+546,705+28.5%Added
State Street Corp1,935,578$12.3M0.00%+35,536+1.9%Added
Geode Capital Management, LLC1,443,519$9.15M0.00%+83,110+6.1%Added
Fenimore Asset Management Inc1,414,167$8.97M0.20%+45,945+3.4%Added
Handelsinvest Investeringsforvaltning1,200,000$7.61M0.77%+500,000+71.4%Added
Frontier Capital Management Co LLC1,185,791$7.52M0.06%−988,462−45.5%Reduced
Wellington Management Group LLP1,092,826$6.82M0.00%+456,272+71.7%Added
Nuveen Asset Management, LLC927,932$5.89M0.00%−145,271−13.5%Reduced
Shell Asset Management Co842,418$5.34M0.11%−71,222−7.8%Reduced
Northern Trust Corp816,614$5.18M0.00%+16,761+2.1%Added
Emerald Advisers, LLC697,221$4.42M0.16%−235,259−25.2%Reduced
Comerica Bank675,373$4.09M0.03%+202,659+42.9%Added
Charles Schwab Investment Management Inc597,722$3.79M0.00%+25,490+4.5%Added
Spears Abacus Advisors LLC514,911$3.27M0.22%+122,687+31.3%Added
Point72 Asset Management, L.P.482,900$3.06M0.01%−402,500−45.5%Reduced
Goldman Sachs Group Inc461,737$2.93M0.00%+71,137+18.2%Added
FMR LLC423,057$2.68M0.00%−1,172,800−73.5%Reduced
Parametric Portfolio Associates LLC386,557$2.45M0.00%+211,403+120.7%Added
Morgan Stanley246,869$1.57M0.00%−162,702−39.7%Reduced
Emerald Mutual Fund Advisers Trust240,781$1.53M0.05%−199,965−45.4%Reduced
Citadel Advisors LLC202,823$1.29M0.00%+84,404+71.3%Added
D.A. Davidson & Co.191,700$1.22M0.01%+11,350+6.3%Added
Balyasny Asset Management LLC164,781$1.04M0.00%+164,781New
Sompo Asset Management Co., Ltd.163,290$1.03M0.21%+41,950+34.6%Added
Deutsche Bank AG159,908$1.01M0.00%−637,984−80.0%Reduced
Swiss National Bank153,600$974.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP136,378$865.0K0.01%+50,756+59.3%Added
California State Teachers Retirement System106,117$673.0K0.00%+4,457+4.4%Added
Cribstone Capital Management, LLC102,991$653.0K0.36%+32,915+47.0%Added
Wells Fargo & Company90,420$574.0K0.00%−933,899−91.2%Reduced
Bullseye Asset Management LLC82,732$525.0K0.21%−13,324−13.9%Reduced
Rhumbline Advisers82,343$522.0K0.00%−1,285−1.5%Reduced
AlphaCrest Capital Management LLC81,800$519.0K0.02%+81,800New
Legal & General Group Plc80,780$512.0K0.00%+23,924+42.1%Added
Pendal Group Limited78,726$499.0K0.00%+15,388+24.3%Added
Millennium Management LLC77,274$490.0K0.00%+77,274New
Angelo Gordon & Co., L.P.74,243$471.0K0.05%00.0%Unchanged
Royce & Associates LP74,000$469.0K0.00%+34,900+89.3%Added
Bank of America Corp71,921$456.0K0.00%−10,663−12.9%Reduced
Group One Trading, L.P.69,991$444.0K0.01%−50,114−41.7%Reduced
Squarepoint Ops LLC66,154$419.0K0.00%+66,154New
Alliancebernstein L.P.65,200$413.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC62,679$397.0K0.01%+62,679New
New York State Common Retirement Fund62,242$395.0K0.00%−40−0.1%Reduced
Credit Suisse AG62,150$395.0K0.00%+4,723+8.2%Added
Nomura Holdings Inc61,909$392.0K0.00%+61,909New
Banc Funds Co LLC60,604$384.0K0.03%+60,604New
Cna Financial Corp60,454$383.0K0.10%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC57,216$362.0K0.03%+19,708+52.5%Added
Trexquant Investment LP55,620$353.0K0.02%+55,620New
JPMorgan Chase & Co54,047$342.0K0.00%−31,290−36.7%Reduced
Belvedere Trading LLC57,394$333.0K0.08%+1,210+2.2%Added
Jump Financial, LLC51,002$323.0K0.02%+51,002New
UBS Asset Management Americas Inc50,211$318.3K0.00%+10,272+25.7%Added
Teton Advisors, Inc.50,000$317.0K0.05%+50,000New
American International Group, Inc.45,528$289.0K0.00%+528+1.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.41,375$289.0K0.00%+9,140+28.4%Added
Manufacturers Life Insurance Company, The42,770$271.0K0.00%+680+1.6%Added
Allspring Global Investments Holdings, LLC36,788$233.0K0.00%+36,788New
MetLife Investment Management33,025$209.4K0.00%00.0%Unchanged
Voya Investment Management LLC32,764$208.0K0.00%−581,467−94.7%Reduced
UBS Group AG30,850$196.0K0.00%+26,963+693.7%Added
Bessemer Group Inc30,705$195.0K0.00%−7,065−18.7%Reduced
Jane Street Group, LLC30,590$194.0K0.00%+8,866+40.8%Added
Summit Global Investments30,300$192.0K0.01%−22,500−42.6%Reduced
Citigroup Inc30,091$190.0K0.00%+18,839+167.4%Added
HRT Financial LP29,479$186.0K0.00%+29,479New
Cutler Group LP27,081$171.0K0.01%+18,968+233.8%Added
Zeke Capital Advisors, LLC25,935$164.0K0.01%+6,925+36.4%Added
Oppenheimer Asset Management Inc.25,505$162.0K0.00%+4,095+19.1%Added
Metropolitan Life Insurance Co25,285$160.3K0.00%00.0%Unchanged
Ameriprise Financial Inc22,764$144.0K0.00%−34,493−60.2%Reduced
Royal Bank of Canada20,572$130.0K0.00%−65,283−76.0%Reduced
Arizona State Retirement System18,856$120.0K0.00%−125−0.7%Reduced
ProShare Advisors LLC18,717$119.0K0.00%+8,183+77.7%Added
American Trust17,955$114.0K0.01%+17,955New
Engineers Gate Manager LP17,174$109.0K0.00%+17,174New
Zurcher Kantonalbank (Zurich Cantonalbank)16,327$104.0K0.00%+7,217+79.2%Added
Amalgamated Bank14,937$95.0K0.00%+152+1.0%Added
Buffington Mohr McNeal14,600$93.0K0.02%−17,600−54.7%Reduced
Janney Montgomery Scott LLC14,600$93.0K0.00%−11,450−44.0%Reduced
Principal Financial Group Inc14,568$92.0K0.00%−2,677−15.5%Reduced
Teacher Retirement System of Texas13,441$85.0K0.00%+2,211+19.7%Added
Disciplined Growth Investors Inc13,200$84.0K0.00%+13,200New
Raymond James Financial Services Advisors, Inc.13,157$83.0K0.00%−4,713−26.4%Reduced