KORNITZER CAPITAL MANAGEMENT INC /KS
Position in PAY — Paymentus Holdings, Inc.
CIK 898358
SHAWNEE MISSION, KS
Position in PAY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,733,427
+$483,753 QoQ
Shares Held
195,920
+17.1% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#40
of 181 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $247,231,896 across 17 Software - Infrastructure names. PAY ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
519,782 | $193,889,081 | |
| 2 | NET |
Cloudflare, Inc.
|
41,818 | $10,257,119 | |
| 3 | IOT |
Samsara Inc.
|
176,942 | $5,738,229 | |
| 4 | PANW |
Palo Alto Networks Inc
|
15,212 | $5,187,596 | |
| 5 | VRNS |
Varonis Systems Inc
|
120,151 | $5,041,535 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
245,149 | $4,824,532 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
97,622 | $4,748,334 | |
| 8 | PAY |
Paymentus Holdings, Inc.
This page
|
195,920 | $4,733,427 |
All Filings in PAY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,733,427 | 195,920 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,249,674 | 167,310 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,196,870 | 164,510 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,461,174 | 145,790 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||