LPL Financial
PAY icon

LPL Financial’s Paymentus PAY Stock Holding History

LPL Financial’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 		$624K Buy
25,812
+9,052
+54% +$222K ﹤0.01% 4830
2026
Q1 		$426K Sell
16,760
-18,806
-53% -$494K ﹤0.01% 4907
2025
Q4 		$1.12M Sell
35,566
-1,937
-5% -$63.2K ﹤0.01% 3950
2025
Q3 		$1.15M Buy
+37,503
New +$1.24M ﹤0.01% 3866

Other funds holding PAY

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VIG
Vienna Insurance Group Warsaw, Poland $381M AUM 105.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial's PAY Position: Q2 2026 in Review

LPL Financial increased its Paymentus (PAY) stake by 54% in Q2 2026, buying an estimated $222K and bringing the position to 25,812 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

LPL Financial first reported a position in PAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q3 2025. 56 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

  • LPL Financial held 25,812 shares of Paymentus worth $624K as of Q2 2026.
  • LPL Financial bought 9,052 Paymentus shares in Q2 2026, an estimated $222K.
  • Paymentus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4830 holding.
  • LPL Financial first reported a position in Paymentus in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Paymentus position peaked at $1.15M in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.