FULLER & THALER ASSET MANAGEMENT, INC.
Position in PAY — Paymentus Holdings, Inc.
CIK 1082327
SAN MATEO, CA
Position in PAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$47,024,830
-$2,550,686 QoQ
Shares Held
1,946,392
-0.3% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#8
of 181 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,034,365,378 across 20 Software - Infrastructure names. PAY ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
2,631,342 | $413,199,634 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
2,732,368 | $137,410,786 | |
| 3 | TDC |
Teradata Corp /De/
|
2,377,892 | $82,393,957 | |
| 4 | RAMP |
LiveRamp Holdings, Inc.
|
2,109,923 | $79,417,501 | |
| 5 | EVTC |
EVERTEC, Inc.
|
2,059,589 | $57,215,382 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
1,149,918 | $55,932,011 | |
| 7 | PAY |
Paymentus Holdings, Inc.
This page
|
1,946,392 | $47,024,830 | |
| 8 | RELY |
Remitly Global, Inc.
|
1,978,792 | $44,344,728 |
All Filings in PAY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,024,830 | 1,946,392 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $49,575,516 | 1,951,792 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,452,235 | 1,913,651 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||