IAA
PAY icon

Independent Advisor Alliance’s Paymentus PAY Stock Holding History

Independent Advisor Alliance’s Portfolio PAY Stock Details PAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$632K Buy
26,172
+1,889
+8% +$46.4K 0.01% 586
2026
Q1 		$617K Buy
24,283
+1,972
+9% +$51.8K 0.01% 1031
2025
Q4 		$705K Buy
22,311
+2,449
+12% +$79.9K 0.02% 563
2025
Q3 		$608K Buy
19,862
+6,522
+49% +$216K 0.02% 568
2025
Q2 		$437K Sell
13,340
-5,977
-31% -$200K 0.01% 624
2025
Q1 		$504K Buy
19,317
+6,529
+51% +$193K 0.02% 524
2024
Q4 		$418K Buy
+12,788
New +$380K 0.01% 1010
2024
Q3 		– Sell
-18,294
Closed -$348K – 750
2024
Q2 		$348K Buy
+18,294
New +$358K 0.01% 537

Other funds holding PAY

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Independent Advisor Alliance's PAY Position: Q2 2026 in Review

Independent Advisor Alliance increased its Paymentus (PAY) stake by 7.8% in Q2 2026, buying an estimated $46.4K and bringing the position to 26,172 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #586.

Independent Advisor Alliance first reported a position in PAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $705K in Q4 2025. 184 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

  • Independent Advisor Alliance held 26,172 shares of Paymentus worth $632K as of Q2 2026.
  • Independent Advisor Alliance bought 1,889 Paymentus shares in Q2 2026, an estimated $46.4K.
  • Paymentus made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #586 holding.
  • Independent Advisor Alliance first reported a position in Paymentus in Q2 2024 and has held it in 8 quarters since.
  • Independent Advisor Alliance's Paymentus position peaked at $705K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.