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Morningstar Investment Management’s Paymentus PAY Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-26,721
Closed -$818K – 426
2025
Q3 		$818K Buy
+26,721
New +$883K 0.03% 379

Other funds holding PAY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Morningstar Investment Management's PAY Position: Q4 2025 in Review

Morningstar Investment Management sold out of Paymentus (PAY) in Q4 2025, closing a stake of 26,721 shares — an estimated $818K sold.

Morningstar Investment Management first reported a position in PAY in Q3 2025 and held it in 1 quarter. The position peaked at $818K in Q3 2025. 184 funds tracked by Wall St. Rank hold PAY as of Q4 2025.

  • Morningstar Investment Management reported no remaining Paymentus position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 26,721 Paymentus shares in Q4 2025, an estimated $818K.
  • Morningstar Investment Management first reported a position in Paymentus in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Paymentus position peaked at $818K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Paymentus as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.