SCHEDULE: Wasatch Advisors Boosts Paymentus Stake to 15.4%

Wasatch Advisors LP has reported an increased beneficial ownership in Paymentus Holdings Inc, now holding 15.4% of Class A common stock.

Summary

• Wasatch Advisors LP, an investment adviser, has filed an Amendment No. 2 to Schedule 13G regarding its beneficial ownership in Paymentus Holdings Inc.
• As of December 31, 2025, Wasatch Advisors LP beneficially owns 8,553,165 shares of Paymentus Holdings Inc's Class A Common Stock.
• This aggregate amount represents 15.4% of the class of securities.
• Wasatch Advisors LP holds sole voting power over 5,884,179 shares and sole dispositive power over all 8,553,165 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this filing positively as it confirms a significant and passive institutional stake by Wasatch Advisors LP, suggesting continued confidence in Paymentus Holdings Inc without indicating any intent to influence control.

Positives

• A significant institutional investor, Wasatch Advisors LP, maintains a substantial 15.4% stake, indicating continued confidence in Paymentus Holdings Inc.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that institutional filings like this Schedule 13G provide transparency into significant ownership positions within publicly traded companies. A substantial stake by an investment adviser like Wasatch Advisors LP can signal long-term conviction in the company's prospects, potentially influencing other investors' perceptions of Paymentus Holdings Inc within the financial technology and payment processing industry.

Comparison to Industry Standards

• StockSavvy.ai observes that a 15.4% beneficial ownership stake by a single institutional investor is a notable position, often exceeding typical passive holdings seen in many large-cap companies where ownership is more fragmented. For a company like Paymentus Holdings Inc, this level of institutional backing can be a positive indicator compared to peers with less concentrated institutional support.

Stakeholder Impact

• Shareholders: The continued significant ownership by a reputable investment adviser may instill confidence and potentially stabilize the stock price.
• Company Management: The passive nature of the stake (not for control) suggests Wasatch Advisors LP is comfortable with current management and strategy.

Key Dates

Recommendation

The filing indicates a significant, passive institutional stake by Wasatch Advisors LP, which is generally a positive signal of investor confidence. However, a Schedule 13G filing primarily discloses ownership and does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. Therefore, a 'hold' recommendation is appropriate, acknowledging the positive signal while awaiting further fundamental updates.

Keywords

Paymentus Holdings Inc, Wasatch Advisors LP, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Equity Stake, Investment Adviser