Jeff Yass’s Paymentus PAY Stock Holding History

Jeff Yass’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	–	Sell	-34,000	Closed	-$864K	–	14239
2026 Q1	$864K	Sell	34,000 -17,500	-34%	-$460K	﹤0.01%	8260
2025 Q4	$1.63M	Sell	51,500 -2,600	-5%	-$84.8K	﹤0.01%	6067
2025 Q3	$1.66M	Sell	54,100 -3,600	-6%	-$119K	﹤0.01%	6186
2025 Q2	$1.89M	Buy	57,700 +40,700	+239%	+$1.36M	﹤0.01%	5915
2025 Q1	$444K	Sell	17,000 -17,700	-51%	-$524K	﹤0.01%	9155
2024 Q4	$1.13M	Buy	+34,700	New	+$1.03M	﹤0.01%	6641
2024 Q2	–	Sell	-46,800	Closed	-$1.06M	–	12923
2024 Q1	$1.06M	Sell	46,800 -7,400	-14%	-$133K	﹤0.01%	6737
2023 Q4	$969K	Sell	54,200 -16,300	-23%	-$266K	﹤0.01%	7066
2023 Q3	$1.17M	Buy	+70,500	New	+$937K	﹤0.01%	6286

Other funds holding PAY

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jeff Yass's PAY Position: Q2 2026 in Review

Jeff Yass reduced its Paymentus (PAY) stake by 91% in Q2 2026, selling an estimated $20.2M and leaving 86,038 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #6398.

Jeff Yass first reported a position in PAY in Q1 2022 and has held it in 11 quarters since. The position peaked at $23M in Q1 2026. 182 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

Jeff Yass held 86,038 shares of Paymentus worth $2.08M as of Q2 2026.
Jeff Yass sold 821,359 Paymentus shares in Q2 2026, an estimated $20.2M.
Paymentus made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6398 holding.
Jeff Yass first reported a position in Paymentus in Q1 2022 and has held it in 11 quarters since.
Jeff Yass's Paymentus position peaked at $23M in Q1 2026.
182 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.