Next Century Growth Investors’s Paymentus PAY Stock Holding History

Next Century Growth Investors’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	$18.7M	Sell	772,520 -385,833	-33%	-$9.47M	0.99%	38
2026 Q1	$29.4M	Sell	1,158,353 -23,271	-2%	-$612K	2.13%	9
2025 Q4	$37.3M	Buy	1,181,624 +14,786	+1%	+$482K	2.59%	6
2025 Q3	$35.7M	Buy	1,166,838 +37,113	+3%	+$1.23M	2.6%	6
2025 Q2	$37M	Sell	1,129,725 -227,255	-17%	-$7.61M	2.86%	2
2025 Q1	$35.4M	Buy	1,356,980 +69,156	+5%	+$2.05M	3.15%	2
2024 Q4	$42.1M	Sell	1,287,824 -51,707	-4%	-$1.54M	3.15%	1
2024 Q3	$26.8M	Buy	1,339,531 +29,965	+2%	+$628K	2.17%	7
2024 Q2	$24.9M	Buy	1,309,566 +628,167	+92%	+$12.3M	2.07%	11
2024 Q1	$15.5M	Buy	681,399 +344,559	+102%	+$6.21M	1.35%	24
2023 Q4	$6.02M	Buy	336,840 +109,788	+48%	+$1.79M	0.59%	46
2023 Q3	$3.77M	Buy	+227,052	New	+$3.02M	0.41%	68

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

Next Century Growth Investors's PAY Position: Q2 2026 in Review

Next Century Growth Investors reduced its Paymentus (PAY) stake by 33% in Q2 2026, selling an estimated $9.47M and leaving 772,520 shares worth $18.7M. The position accounts for 0.99% of the portfolio, ranked #38.

Next Century Growth Investors first reported a position in PAY in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.1M in Q4 2024. 183 funds tracked by Wall St. Rank hold PAY as of Q2 2026.

Next Century Growth Investors held 772,520 shares of Paymentus worth $18.7M as of Q2 2026.
Next Century Growth Investors sold 385,833 Paymentus shares in Q2 2026, an estimated $9.47M.
Paymentus made up 0.99% of Next Century Growth Investors's portfolio in Q2 2026, its #38 holding.
Next Century Growth Investors first reported a position in Paymentus in Q3 2023 and has held it in 12 quarters since.
Next Century Growth Investors's Paymentus position peaked at $42.1M in Q4 2024.
183 funds tracked by Wall St. Rank held Paymentus as of Q2 2026.

Based on Next Century Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.