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John Overdeck’s Paymentus PAY Stock Holding History

John Overdeck’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 		$2.24M Sell
92,746
-278,754
-75% -$6.84M ﹤0.01% 2897
2026
Q1 		$9.44M Buy
371,500
+177,871
+92% +$4.68M 0.01% 1443
2025
Q4 		$6.12M Buy
193,629
+55,050
+40% +$1.8M 0.01% 1537
2025
Q3 		$4.24M Buy
138,579
+17,127
+14% +$566K 0.01% 1583
2025
Q2 		$3.98M Buy
121,452
+66,006
+119% +$2.21M 0.01% 1377
2025
Q1 		$1.45M Sell
55,446
-37,472
-40% -$1.11M ﹤0.01% 1954
2024
Q4 		$3.04M Buy
92,918
+20,410
+28% +$606K 0.01% 1427
2024
Q3 		$1.45M Buy
72,508
+40,908
+129% +$857K ﹤0.01% 1879
2024
Q2 		$600K Sell
31,600
-52,452
-62% -$1.03M ﹤0.01% 2280
2024
Q1 		$1.91M Buy
84,052
+38,387
+84% +$692K ﹤0.01% 1519
2023
Q4 		$816K Buy
45,665
+34,665
+315% +$566K ﹤0.01% 2193
2023
Q3 		$183K Buy
+11,000
New +$146K ﹤0.01% 2655
2023
Q2 		– Sell
-23,046
Closed -$204K – 3203
2023
Q1 		$204K Sell
23,046
-57,864
-72% -$488K ﹤0.01% 2544
2022
Q4 		$648K Buy
80,910
+47,229
+140% +$463K ﹤0.01% 1911
2022
Q3 		$327K Buy
+33,681
New +$417K ﹤0.01% 1939
2021
Q4 		– Sell
-61,712
Closed -$1.52M – 4718
2021
Q3 		$1.52M Buy
61,712
+36,792
+148% +$1.04M ﹤0.01% 2229
2021
Q2 		$885K Buy
+24,920
New +$779K ﹤0.01% 2589

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

John Overdeck's PAY Position: Q2 2026 in Review

John Overdeck reduced its Paymentus (PAY) stake by 75% in Q2 2026, selling an estimated $6.84M and leaving 92,746 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

John Overdeck first reported a position in PAY in Q2 2021 and has held it in 17 quarters since. The position peaked at $9.44M in Q1 2026. 182 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

  • John Overdeck held 92,746 shares of Paymentus worth $2.24M as of Q2 2026.
  • John Overdeck sold 278,754 Paymentus shares in Q2 2026, an estimated $6.84M.
  • Paymentus made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2897 holding.
  • John Overdeck first reported a position in Paymentus in Q2 2021 and has held it in 17 quarters since.
  • John Overdeck's Paymentus position peaked at $9.44M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.