Palisades Investment Partners, LLC PAY — PAYMENTUS HOLDINGS INC

Ownership history in Palisades Investment Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Palisades Investment Partners, LLC reported PAYMENTUS HOLDINGS INC (PAY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.27% in 2026 Q1. The latest visible filing shows PAY at 4.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palisades Investment Partners, LLC's position in PAYMENTUS HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAY was reported at 4.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAY stock page Palisades Investment Partners, LLC fund profile Palisades Investment Partners, LLC full holdings
How Palisades Investment Partners, LLC held PAY — position size vs. price
% of Fund (quarterly)    PAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 429,134 +228,663 +114.1% 4.27% $10.9M 2026-04-30 $28.05
2025 Q4 ADDED — — — 200,471 +4,473 +2.3% 2.39% $6.3M 2026-01-20 $28.41
2025 Q3 ADDED — — — 195,998 +962 +0.5% 2.35% $6.0M 2025-10-30 $28.51
2025 Q2 REDUCED — — — 195,036 -2,619 -1.3% 2.79% $6.4M 2025-07-17 $29.50
2025 Q1 INITIATED — — — 197,655 — — 2.59% $5.2M 2025-04-30 $32.46

🏢 Other funds also holding PAY

As of 2026 Q2 — sorted by position size

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4.65% WASATCH ADVISORS LP 3Y 7Y 0.98% KORNITZER CAPITAL MANAGEMENT INC /KS 3Y 7Y 0.1% RiverPark Advisors, LLC 3Y 7Y 0.06% LVZ, Inc. 3Y 7Y 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% Hilton Head Capital Partners, LLC 0.03% Sterling Capital Management LLC 3Y 7Y 0.01% OP Asset Management Ltd 0.01% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.01%

FAQ About Palisades Investment Partners, LLC and PAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palisades Investment Partners, LLC reported owning PAY?

Palisades Investment Partners, LLC reported PAY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PAY position in Palisades Investment Partners, LLC's portfolio?

The largest reported portfolio weight for PAY was 4.27% in 2026 Q1.

What is the latest reported PAY position on this page?

The most recent filing on this page is 2026 Q1, when Palisades Investment Partners, LLC reported 429,134 shares, equal to 4.27% of portfolio, with an estimated market value of $10.9M.

What does the chart on this PAY ownership page compare?

The chart compares Palisades Investment Partners, LLC's quarterly PAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Palisades Investment Partners, LLC time their PAY position?

Based on 13F filing dates vs. subsequent PAY price moves, Palisades Investment Partners, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on PAY relative to SPY over the holding period was -34.1%.

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