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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, Q1 2022

Institutional positions in Paya Holdings Inc. as of Mar 31, 2022. 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
122
−11 vs. Q4 2021
Shares held
127.7M
−1.18M (−0.9%) vs. Q4 2021
Total value
$747.3M
−$69.1M (−8.5%) vs. Q4 2021
New holders
21
47 more added
Sold out
32
43 more reduced

Compare with Q4 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 holdersQ1 2022: 122 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 heldQ1 2022: $747.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Paya Holdings Inc.; share changes are against Q4 2021.

Institutions holding PAYA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
GTCR LLC45,234,022$265.1M8.40%00.0%Unchanged
Massachusetts Financial Services Co9,801,442$57.4M0.02%+1,709,303+21.1%Added
Neuberger Berman Group LLC6,802,657$39.9M0.03%+2,596,893+61.7%Added
BlackRock Inc.6,669,984$39.1M0.00%−293,674−4.2%Reduced
Bank of New York Mellon Corp5,085,986$29.8M0.01%−27,219−0.5%Reduced
Westfield Capital Management Co LP4,959,069$29.1M0.19%+156,215+3.3%Added
Villere St Denis J & Co LLC4,604,345$27.0M1.60%+36,330+0.8%Added
Vanguard Group Inc4,247,965$24.9M0.00%+277,185+7.0%Added
Nantahala Capital Management, LLC4,110,073$24.1M1.67%+310,112+8.2%Added
Handelsbanken Fonder AB3,600,000$21.1M0.12%−100,000−2.7%Reduced
Invesco Ltd.3,076,962$18.0M0.00%+94,120+3.2%Added
Victory Capital Management Inc2,938,830$17.2M0.02%−781,317−21.0%Reduced
Wellington Management Group LLP2,137,968$12.4M0.00%+1,045,142+95.6%Added
State Street Corp2,071,631$12.1M0.00%+136,053+7.0%Added
Kornitzer Capital Management Inc2,063,090$12.1M0.20%−400,000−16.2%Reduced
Cramer Rosenthal McGlynn LLC1,783,504$10.5M0.41%−1,272,299−41.6%Reduced
Franklin Resources Inc1,541,019$9.03M0.00%−1,516,874−49.6%Reduced
Geode Capital Management, LLC1,517,221$8.89M0.00%+73,702+5.1%Added
Fenimore Asset Management Inc1,422,792$8.34M0.20%+8,625+0.6%Added
Handelsinvest Investeringsforvaltning1,300,000$7.62M0.92%+100,000+8.3%Added
Atairos Group, Inc.1,030,720$6.04M0.20%+1,030,720New
Frontier Capital Management Co LLC930,389$5.45M0.05%−255,402−21.5%Reduced
Nuveen Asset Management, LLC922,914$5.43M0.00%−5,018−0.5%Reduced
Northern Trust Corp796,264$4.67M0.00%−20,350−2.5%Reduced
Bamco Inc768,150$4.50M0.01%−2,731,850−78.1%Reduced
Shell Asset Management Co728,686$4.27M0.10%−113,732−13.5%Reduced
Comerica Bank744,242$3.97M0.03%+68,869+10.2%Added
Charles Schwab Investment Management Inc613,142$3.59M0.00%+15,420+2.6%Added
Parametric Portfolio Associates LLC577,643$3.38M0.00%+191,086+49.4%Added
Penn Capital Management Co Inc495,785$2.57M0.26%+495,785New
Goldman Sachs Group Inc430,966$2.53M0.00%−30,771−6.7%Reduced
Wilson Asset Management (International) Pty Ltd365,708$2.14M0.53%+365,708New
Spears Abacus Advisors LLC322,925$1.89M0.14%−191,986−37.3%Reduced
Renaissance Technologies LLC322,100$1.89M0.00%+322,100New
D.A. Davidson & Co.206,000$1.21M0.01%+14,300+7.5%Added
Dimensional Fund Advisors LP201,436$1.18M0.00%+201,436New
Swiss National Bank171,700$1.01M0.00%+18,100+11.8%Added
Susquehanna Fundamental Investments, LLC150,565$882.0K0.02%+87,886+140.2%Added
Cribstone Capital Management, LLC140,186$821.0K0.45%+37,195+36.1%Added
Morgan Stanley127,564$746.0K0.00%−119,305−48.3%Reduced
Susquehanna International Group, LLP122,103$716.0K0.00%+122,103New
Sompo Asset Management Co., Ltd.121,680$713.0K0.15%−41,610−25.5%Reduced
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)110,045$645.0K0.01%+110,045New
California State Teachers Retirement System98,799$579.0K0.00%−7,318−6.9%Reduced
Bank of America Corp98,701$578.0K0.00%+26,780+37.2%Added
UBS Asset Management Americas Inc95,375$558.9K0.00%+45,164+89.9%Added
Legal & General Group Plc86,013$504.0K0.00%+5,233+6.5%Added
Banc Funds Co LLC85,104$499.0K0.04%+24,500+40.4%Added
Pendal Group Limited84,657$496.0K0.00%+5,931+7.5%Added
Rhumbline Advisers84,201$493.0K0.00%+1,858+2.3%Added
Bullseye Asset Management LLC82,732$485.0K0.22%00.0%Unchanged
Angelo Gordon & Co., L.P.74,243$435.0K0.05%00.0%Unchanged
Alliancebernstein L.P.65,400$383.0K0.00%+200+0.3%Added
JPMorgan Chase & Co64,630$378.0K0.00%+10,583+19.6%Added
Bessemer Group Inc63,739$374.0K0.00%+33,034+107.6%Added
Credit Suisse AG61,786$363.0K0.00%−364−0.6%Reduced
New York State Common Retirement Fund54,421$319.0K0.00%−7,821−12.6%Reduced
Wells Fargo & Company53,631$314.0K0.00%−36,789−40.7%Reduced
MetLife Investment Management52,344$306.7K0.00%+19,319+58.5%Added
Keeley-Teton Advisors, LLC50,000$293.0K0.03%+50,000New
Deutsche Bank AG49,837$292.0K0.00%−110,071−68.8%Reduced
Cubist Systematic Strategies, LLC49,473$290.0K0.00%+38,373+345.7%Added
ExodusPoint Capital Management, LP49,363$289.0K0.00%−87,015−63.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC45,432$266.0K0.02%−11,784−20.6%Reduced
American International Group, Inc.42,534$249.0K0.00%−2,994−6.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.41,141$241.0K0.00%−234−0.6%Reduced
Caption Management, LLC38,812$228.0K0.02%+38,812New
Allspring Global Investments Holdings, LLC38,706$226.0K0.00%+1,918+5.2%Added
Barclays PLC35,688$210.0K0.00%+35,688New
Zeke Capital Advisors, LLC35,321$207.0K0.01%+9,386+36.2%Added
Voya Investment Management LLC34,787$204.0K0.00%+2,023+6.2%Added
Oppenheimer Asset Management Inc.34,870$204.0K0.00%+9,365+36.7%Added
Manufacturers Life Insurance Company, The33,593$196.9K0.00%−9,177−21.5%Reduced
Simplex Trading, LLC31,287$183.0K0.01%+21,799+229.8%Added
Schonfeld Strategic Advisors LLC28,908$170.0K0.00%+28,908New
Jane Street Group, LLC25,255$148.0K0.00%−5,335−17.4%Reduced
Citadel Advisors LLC23,557$138.0K0.00%−179,266−88.4%Reduced
Ameriprise Financial Inc22,222$130.0K0.00%−542−2.4%Reduced
CastleKnight Management LP20,800$122.0K0.03%+20,800New
Arizona State Retirement System19,628$115.0K0.00%+772+4.1%Added
Versor Investments LP19,000$111.0K0.00%+19,000New
Davy Global Fund Management Ltd18,579$109.0K0.02%+7,862+73.4%Added
Bridgefront Capital, LLC18,472$108.0K0.13%+7,228+64.3%Added
American Trust17,717$104.0K0.01%−238−1.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)16,327$96.0K0.00%00.0%Unchanged
ProShare Advisors LLC16,064$95.0K0.00%−2,653−14.2%Reduced
Principal Financial Group Inc15,683$92.0K0.00%+1,115+7.7%Added
State of Wyoming15,005$88.0K0.04%+10,000+199.8%Added
Teacher Retirement System of Texas14,820$87.0K0.00%+1,379+10.3%Added
Buffington Mohr McNeal14,600$86.0K0.02%00.0%Unchanged
Janney Montgomery Scott LLC14,600$86.0K0.00%00.0%Unchanged
Janus Henderson Group PLC14,197$83.0K0.00%+14,197New
UBS Group AG13,991$82.0K0.00%−16,859−54.6%Reduced
Amalgamated Bank13,948$82.0K0.00%−989−6.6%Reduced
Amalgamated Financial Corp.13,948$82.0K0.00%+13,948New
Bank of Montreal11,957$69.0K0.00%−789−6.2%Reduced
Cna Financial Corp11,434$67.0K0.02%−49,020−81.1%Reduced
Keebeck Alpha, LP10,267$60.0K0.02%+10,267New
HSBC Holdings PLC10,142$59.0K0.00%+10,142New
Citigroup Inc6,978$41.0K0.00%−23,113−76.8%Reduced