PAY Paymentus Holdings, Inc.
XNYS 34.20 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
PAY
$34.20
—
What changed
Recent filings, trades and movesKey stats
$34.20
- 52-Week Range
- $20.11 – $45.31
- YTD
- +20.13%
- IV Rank (30D)
- 0.0
- Straddle Price
- $3.48
- P/C Vol Ratio
- 0.64
- Market Cap
- $4.2B
- Open
- $34.09
- Day Range
- $33.36 – $34.39
- Volume
- 166,835
- Prev Close
- $33.47
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.28 |
| Cost of Equity (CAPM) | 11.95% (VRP-adj) |
| WACC | 12.05% |
| Volatility Risk Premium | +21.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 26.1% |
| Rev. Growth (YoY, DCF input) | +12.6% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 14.7% |
| Book / Price | 14.7% |
| Gross Margin (TTM) | 25.2% |
| FCF Margin (TTM) | 11.8% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +17.0% (reverse-DCF on current price) |
| SMA 50 | $33.18 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $32.51 |
| Bollinger Width / SMA20 | 13.2% (drives anchor stability) |
| Net Debt | $-0.4B |
| Market Cap | $4B |
Peers used for multiples: AFRM, FISV, GPN, HOOD, HQY, INTU, PYPL, XYZ
60-Day Conviction
70%
20-Day Fair Value
≈ by Dec 8, 2026
$33.61
α -2.0%
rank 23%
conviction
91%
40-Day Fair Value
≈ by Jan 6, 2027
$33.49
α -2.3%
rank 23%
conviction
69%
60-Day Fair Value
≈ by Feb 4, 2027
$33.22
α -3.1%
rank 23%
conviction
70%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $27.06 | 21% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $16.68 | 6% | median 20.8× · 7 peers |
| Peer EV/EBITDA | $21.73 | 6% | median 13.9× · 7 peers |
| Peer P/B | $16.78 | 6% | median 3.4× · 8 peers |
| Peer P/S | $41.28 | 6% | median 3.4× · 8 peers |
| Market Anchor (SMA50) | $33.18 | 35% | stability 84% (BB-width) |
| Options Expected (B-L 30d) | $33.23 | 20% | 19 strikes · skew +0.38 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
- Exchange
- XNYS
- Market Cap
- $4.2B
- Employees
- 1,340
- List Date
- 2021-05-26
- CIK
- 0001841156
- Last Earnings
- Nov 2 after close · −11.5% vs ±15.7% expected
- Next Earnings
- ~Feb 22, 2027 (estimated)
- Headquarters
- Addison, TX
- Homepage
- https://www.paymentus.com
Paymentus Holdings Inc provides electronic bill presentment and payment services, enterprise customer communication and self-service revenue management to billers through a Software-as-a-Service (SaaS), secure, omni-channel technology platform. The platform integrates with a biller's financial and operational systems to provide secure and flexible processing of payments, including credit cards, debit cards, eChecks, and digital wallets, across multiple channels such as online, mobile, IVR, call centers, chatbots, and voice-based assistants. The company generates the majority of its revenue fro…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -22.77% | 6.23% | -9.42% | -2.08% | -6.11% | -6.83% |
| Feb | -- | -19.92% | -2.08% | -3.95% | -13.86% | -9.97% | -9.96% |
| Mar | -- | -1.63% | -0.78% | 43.81% | -3.30% | 2.67% | 8.15% |
| Apr | -- | -20.65% | -8.15% | -7.61% | 19.34% | 12.92% | -0.83% |
| May | 6.61% | -9.04% | 12.44% | -8.60% | 14.17% | -15.38% | 0.03% |
| Jun | 11.81% | -12.50% | 4.66% | 2.15% | -17.55% | -0.41% | -1.97% |
| Jul | -17.02% | 6.52% | 8.35% | 10.56% | -13.42% | 33.73% | 4.79% |
| Aug | -13.05% | -20.33% | 37.03% | 10.88% | 37.61% | 3.13% | 9.21% |
| Sep | -3.56% | -16.21% | 8.21% | -6.49% | -18.55% | -12.78% | -8.23% |
| Oct | 3.94% | 4.73% | -10.73% | 18.20% | -6.69% | 6.52% | 2.66% |
| Nov | 11.30% | -2.97% | 18.53% | 50.58% | 21.36% | -2.27%* | 16.09% |
| Dec | 22.91% | -19.34% | 1.19% | -14.81% | -8.51% | -- | -3.71% |
| Total | 17.94% | -77.61% | 91.90% | 87.59% | -7.88% | 3.42% | 19.23% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $32.64
SMA 50: $33.15
SMA 200: $28.92
Current: $34.27
EMA 12: $33.09
EMA 26: $32.87
MACD: 0.2211 | Signal: 0.2336
BEARISH
ADX (14): 12.97
RANGE
+DI: 22.07
−DI: 18.14
Momentum Oscillators
RSI (14): 55.63
NEUTRAL
Stoch %K: 69.09
Stoch %D: 60.19
Williams %R: -19.62
Volume & Volatility
BB Upper: $34.89
BB Lower: $30.39
NEUTRAL
OBV: 25,732,181
Vol SMA 20: 807,655
Vol ROC: -63.74%
ATR: $1.66
True Range: $1.03
HV 20: 68.3%
HV 30: 56.3%
HV 60: 55.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before PAY’s Nov 2 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10) Key Drivers: Technical indicators suggest a neutral-to-bullish bias, while recent news sentiment is positive. Primary Risks: Volatility levels are low, but options market signals indicate potential for increased volatility. Investment Thesis: Pay attention to the stock's trend and momentum signals as they could trigger significant price movements. Recent News Sentiment Impact: The recent news headlines highlight a mix of positive and neutral sentiment, which may support the current price level.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish, with an upward trend indicated by the moving averages and MACD signal.
- Medium-term (1-3 months): Neutral-to-bullish, as the RSI is near its neutral zone and the Bollinger Bands are compressing.
- Long-term (3-12 months): Bullish, based on the upward trend and momentum signals.
Support/Resistance Levels:
- Upper: $31.70
- Middle: $27.85
- Lower: $23.99
Momentum Signals:
- RSI: 64.51 (neutral)
- MACD: Bullish signal line crossover above -0.05, indicating a potential uptrend.
- Bollinger Bands: Compressing, with the price near the middle band.
Volume Analysis:
- Volume SMA 20: 1429326.00
- On-Balance Volume (OBV): 22996999.10
- Volume Rate of Change: -67.43%
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines highlight a mix of positive and neutral sentiment, with themes related to fintech stocks, payment processing, and sector performance.
Sentiment Assessment: Positive (5/6 news articles)
Catalyst Identification:
- Upcoming earnings release: No specific date available
- Regulatory changes: None mentioned in the recent news
Market Narrative: The technical signals suggest a neutral-to-bullish bias, while the news sentiment is positive. The market narrative aligns with the short-term bullish trend.
Risk & Volatility Assessment
Risk Interpretation: Low risk (beta 0.60 vs SPY)
Volatility Regime: Low volatility - stock moves less than market
Options Market Signals:
- IV Rank: 49.7% (Medium)
- Current IV: 103.6%
- Expected Move: $5.08 (28 DTE), 7-DTE: $5.08
- Volume Flow: 35 calls vs 58 puts
- Open Interest: 111 calls vs 55 puts
- Put/Call Volume Ratio: 1.66 (Bearish sentiment)
- Put/Call OI Ratio: 0.49
Downside Protection:
- Support levels: $23.99 and $27.85
- Risk management considerations: Consider stop-loss levels at $24.54 or $26.50
Market Context & Positioning
Sector Performance: The fintech sector has been performing relatively well, with Paymentus being a key player.
Institutional Activity: Volume patterns suggest institutional interest in the stock.
Correlation Analysis: The stock moves relatively strongly (0.15) compared to the market.
Relative Valuation: The stock is trading within its recent trading range and may require additional catalysts for significant price movements.
Key Levels & Action Items
Critical Price Levels:
- Support: $23.99 and $27.85
- Resistance: $31.70
Breakout/Breakdown Levels:
- Breakout above $31.70 could trigger a bullish move
- Breakdown below $23.99 could indicate a bearish trend
Time-Sensitive Catalysts:
- Upcoming earnings release (no specific date available)
- Regulatory changes (none mentioned in the recent news)
Risk Management: Consider stop-loss levels at $24.54 or $26.50 to manage risk.
Note: The above analysis is based on the provided data and does not constitute buy or sell advice.
Generated
News
All PAY news →
The company is turning its biggest cost center into profit while building moats against AI disruption.
Record Q3 results and raised full-year guidance across all metrics.
Earnings History
12 of 18 under expected move
Avg Expected Move
18.90%
Avg Actual Move
16.66%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-02-16 | After-Close | 15.18% | 21.25% | 1.40x | Exceeded |
| 2022-08-03 | After-Close | 21.54% | 28.38% | 1.32x | Exceeded |
| 2023-02-23 | After-Close | 11.54% | 9.55% | 0.83x | Within |
| 2023-05-08 | After-Close | 17.16% | 12.69% | 0.74x | Within |
| 2023-08-07 | After-Close | 37.10% | 31.21% | 0.84x | Within |
| 2023-11-06 | After-Close | 12.72% | 6.96% | 0.55x | Within |
| 2024-03-04 | After-Close | 32.17% | 20.18% | 0.63x | Within |
| 2024-05-06 | After-Close | 24.23% | 13.47% | 0.56x | Within |
| 2024-08-08 | After-Close | 14.74% | 13.89% | 0.94x | Within |
| 2024-11-12 | After-Close | 18.98% | 27.02% | 1.42x | Exceeded |
| 2025-03-10 | After-Close | 18.64% | 24.59% | 1.32x | Exceeded |
| 2025-05-05 | After-Close | 18.83% | 2.78% | 0.15x | Within |
| 2025-08-04 | After-Close | 18.07% | 12.00% | 0.66x | Within |
| 2025-11-03 | After-Close | 19.84% | 26.18% | 1.32x | Exceeded |
| 2026-02-23 | After-Close | 19.47% | 1.11% | 0.06x | Within |
| 2026-05-04 | After-Close | 10.66% | 7.83% | 0.73x | Within |
| 2026-08-03 | After-Close | 13.62% | 29.20% | 2.14x | Exceeded |
| 2026-11-02 | After-Close | 15.69% | 11.50% | 0.73x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
PAY Options Activity & IV Rank
PAY IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.1%
7-DTE IV: 50.9%
Expected Move: $3.48
7-DTE Move: $2.50
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 340
Put Volume: 219
P/C Volume: 0.644
BULLISH
Call OI: 1,381
Put OI: 410
P/C OI: 0.297
Total OI: 1,791
ATM Options Pricing
ATM Call: $1.73
ATM Put: $1.75
Call %: 5.0%
Put %: 5.1%
Chain Summary
Chain Volume: 559
Chain OI: 1,791
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 94th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
94%
vs own history
GEX tilt
+0.69
OI-weighted, today
Vanna tilt
+0.73
δ-sensitivity to IV
Charm tilt
-0.90
δ-decay vs time
Vanna tilt +0.73: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.90: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 10 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)9.2LowNov 9
IV Rank (30 DTE)0.0LowNov 9
Straddle Price (30 DTE)$3.48Nov 9
Beta Analysis
Risk Metrics
Beta: 0.8843
Alpha: -3.20%
Correlation: 0.2058
R-Squared: 4.2%
Stock Volatility: 59.2%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own PAY
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $7.0M | #1270 of 3138 | +246.9% | 13F | |
| Point72 Hedge fund Steve Cohen | $5.3M | #961 of 1945 | +27.8% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.3M | #2505 of 3716 | -88.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $89K | #3047 of 4729 | +78.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PAY Institutional Ownership (13F)
Filings for 2026-06-30 · 78 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 129,507,301 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$804.41K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $432.46K | 53.76% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $299.58K | 37.24% | 2026-06-30 |
| 3 | GROUP ONE TRADING LLC Custodian | $38.66K | 4.81% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $33.70K | 4.19% | 2026-09-30 |
3 filers$789.71K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC Custodian | $398.32K | 50.44% | 2026-09-30 |
| 2 | Citadel Advisors LLC Custodian | $374.48K | 47.42% | 2026-06-30 |
| 3 | GROUP ONE TRADING LLC Custodian | $16.91K | 2.14% | 2026-06-30 |
PAY Insider Trading (Form 4)
Latest: 2026-08-28Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-28 | Thomas Barnds | 10%+ Owner | Other (J) | −94,546 | — | EDGAR | |
| 2026-08-28 | Gregory Hyde Williams | Director | Other (J) | +22,558 | — | EDGAR | |
| 2026-08-28 | Robert Palumbo | Director | Other (J) | −94,546 | — | EDGAR | |
| 2026-08-28 | Jason Klein | Director | Other (J) | +546 | — | EDGAR | |
| 2026-08-28 | ACCEL-KKR CAPITAL PARTNERS CV III, LP | 10%+ Owner | Other (J) | −94,546 | — | EDGAR | |
| 2026-08-19 | Jason Klein | Director | Other (J) | +950 | — | EDGAR | |
| 2026-08-19 | Gregory Hyde Williams | Director | Other (J) | +33,145 | — | EDGAR | |
| 2026-08-19 | Robert Palumbo | Director | Other (J) | −40,518 | — | EDGAR | |
| 2026-08-19 | Accel-KKR Members Fund, LLC | 10%+ Owner | Other (J) | −40,518 | — | EDGAR | |
| 2026-08-19 | Thomas Barnds | 10%+ Owner | Other (J) | −40,518 | — | EDGAR | |
| 2026-08-18 | Sanjay Kalra | SVP and CFO | Tax (F) | −21,338 | — | EDGAR | |
| 2026-08-18 | Gerasimos (Jerry) Portocalis | Chief Commercial Officer | Tax (F) | −5,704 | — | EDGAR | |
| 2026-08-18 | Dushyant Sharma | Chairman, President and CEO | Tax (F) | −27,054 | — | EDGAR | |
| 2026-08-06 | Sanjay Kalra | SVP and CFO | Sell (S) | −27,909 | $41.11 | -$1.15M | EDGAR |
| 2026-08-06 | Gary Trainor | Director | Sell (S) | −80,000 | $40.79 | -$3.26M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PAY Insider Holdings
12 insiders · @ $34.27
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Dushyant Sharma | Chairman, President and CEO | 1,444,358 | $49.51M | $24 | 9 | 2026-08-18 |
| 2 | Gerasimos (Jerry) Portocalis | Chief Commercial Officer | 792,271 | $27.16M | $940.7K | 14 | 2026-08-18 |
| 3 | Gary Trainor | Director | 509,888 | $17.48M | -$20.06M | 16 | 2026-08-06 |
| 4 | Sanjay Kalra | SVP and CFO | 484,259 | $16.60M | -$4.79M | 16 | 2026-08-18 |
| 5 | Gregory Hyde Williams | Director | 188,384 | $6.46M | $0 | 2 | 2026-08-28 |
| 6 | Andrew A. Gerber | General Counsel and Secretary | 117,163 | $4.02M | -$1.75M | 22 | 2026-03-16 |
| 7 | William Ingram | Director | 86,941 | $2.98M | $566.4K | 7 | 2026-06-09 |
| 8 | Robert Palumbo | Director | 72,143 | $2.47M | $0 | 21 | 2026-08-28 |
| 9 | Jody R Davids | Director | 44,730 | $1.53M | -$409.0K | 7 | 2026-06-09 |
| 10 | Arun Oberoi | Director | 41,885 | $1.44M | -$168.1K | 6 | 2026-06-09 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PAY Board & Officers
As of SEC filings through Aug 28, 2026Directors 10
- Adam Malinowski · since May 25, 2021
- Dushyant Sharma · since May 25, 2021
- Gary Trainor · since May 25, 2021
- Jason Klein · since May 25, 2021
- Robert Palumbo · since May 25, 2021
- William Ingram · since May 25, 2021
- Jody R Davids · since Apr 18, 2022
- Arun Oberoi · since Apr 27, 2023
- Accel-KKR Holdings GP, LLC (entity) · listed since Nov 2023
- Gregory Hyde Williams · since Jul 23, 2026
Officers 4
- Dushyant Sharma · Chairman, President and CEO · since May 25, 2021
- Sanjay Kalra · SVP and CFO · since Mar 6, 2023
- Gerasimos (Jerry) Portocalis · Chief Commercial Officer · since May 25, 2021
- Andrew A. Gerber · General Counsel and Secretary · since Feb 3, 2022
10% owners 11
- AKKR SC GPI HoldCo LP (entity) · since Nov 26, 2024
- Accel-KKR Growth Capital Partners II Strategic Fund, LP (entity) · since May 25, 2021
- Accel-KKR Growth Capital Partners II, LP (entity) · since May 25, 2021
- Accel-KKR Holdings GP, LLC (entity) · since May 25, 2021
- Accel-KKR Members Fund, LLC (entity) · since May 25, 2021
- Accel-Kkr Capital Partners Cv III, LP (entity) · since May 25, 2021
- Accel-Kkr Growth Capital Partners III, LP (entity) · since May 25, 2021
- Akkr Strategic Capital LP (entity) · since Nov 26, 2024
- Dushyant Sharma · since May 25, 2021
- Robert Palumbo · since May 25, 2021
- Thomas Barnds · since May 25, 2021
Changes in the last 10 years (31)
| Jul 23, 2026 | Gregory Hyde Williams became a director |
| Nov 26, 2024 | Akkr Strategic Capital LP became a 10% owner |
| Nov 26, 2024 | AKKR SC GPI HoldCo LP became a 10% owner |
| Aug 26, 2024 | Thomas Barnds no longer listed as a director in SEC filings |
| Nov 20, 2023 | Thomas Barnds first listed as a director in an SEC filing |
| Nov 20, 2023 | Accel-KKR Holdings GP, LLC first listed as a director in an SEC filing |
| Apr 27, 2023 | Arun Oberoi became a director |
| Mar 6, 2023 | Sanjay Kalra became SVP and CFO |
| Sep 9, 2022 | Paul E. Seamon became Interim CFO |
| Aug 11, 2022 | The company announced the departure of Matt Parson as Chief Financial Officer in an SEC filing |
| Apr 18, 2022 | Jody R Davids became a director |
| Feb 3, 2022 | Andrew A. Gerber became General Counsel and Secretary |
| May 25, 2021 | William Ingram became a director |
| May 25, 2021 | Thomas Barnds became a 10% owner |
| May 25, 2021 | Robert Palumbo became a director |
| May 25, 2021 | Robert Palumbo became a 10% owner |
| May 25, 2021 | Matt Parson became Chief Financial Officer |
| May 25, 2021 | John C Morrow became General Counsel and Secretary |
| May 25, 2021 | Jason Klein became a director |
| May 25, 2021 | Gerasimos (Jerry) Portocalis became Chief Commercial Officer |
| May 25, 2021 | Gary Trainor became a director |
| May 25, 2021 | Dushyant Sharma became a director |
| May 25, 2021 | Dushyant Sharma became a 10% owner |
| May 25, 2021 | Dushyant Sharma became Chairman, President and CEO |
| May 25, 2021 | Adam Malinowski became a director |
| May 25, 2021 | Accel-Kkr Growth Capital Partners III, LP became a 10% owner |
| May 25, 2021 | Accel-Kkr Capital Partners Cv III, LP became a 10% owner |
| May 25, 2021 | Accel-KKR Members Fund, LLC became a 10% owner |
| May 25, 2021 | Accel-KKR Holdings GP, LLC became a 10% owner |
| May 25, 2021 | Accel-KKR Growth Capital Partners II, LP became a 10% owner |
| May 25, 2021 | Accel-KKR Growth Capital Partners II Strategic Fund, LP became a 10% owner |
Not reported recently (2)
- Paul E. Seamon · Last reported as Interim CFO in an SEC filing dated Feb 17, 2023
- John C Morrow · Last reported as General Counsel and Secretary in an SEC filing dated Aug 11, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
PAY Proposed Insider Sales (Form 144)
Latest: 2026-08-05
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-05 | SANJAY KALRA | Officer | 2,909 | $129.7K | 2026-08-05 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-04 | SANJAY KALRA | Officer | 25,000 | $863.0K | 2026-08-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-04 | TF Investment Holdings LLC | Director | 80,000 | $2.76M | 2026-08-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-07-29 | TF Investment Holdings LLC | Director | 40,000 | $1.37M | 2026-07-29 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-07-28 | GARY J TRAINOR DBATF INVESTMENT HOLDINGS LLC | Director | 40,000 | $1.26M | 2026-07-28 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-05-16 | SANJAY KALRA | Officer | 25,000 | $965.8K | 2025-05-16 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-05-15 | Arun Oberoi | Director | 4,415 | $169.1K | 2025-05-15 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-05-12 | WILLIAM INGRAM | Director | 11,409 | $433.6K | 2025-05-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-12 | JODY DAVIDS | Director | 14,000 | $409.0K | 2025-03-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-02-18 | ANDREW A GERBER | Officer | 3,070 | $98.2K | 2025-02-18 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
75 ETFs hold PAY
25 shown · $306.76M total exposure · 0.06% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $59.7M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.07% | $52.0M | $76.6B | 2026-11-06 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $41.4M | — | 2026-09-30 |
| 4 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.05% | $23.0M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $20.3M | — | 2026-09-30 |
| 6 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.14% | $19.0M | $13.7B | 2026-11-06 |
| 7 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.26% | $17.1M | $6.6B | 2026-11-05 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.04% | $13.9M | — | 2026-11-05 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.06% | $10.6M | — | 2026-09-30 |
| 10 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.04% | $9.7M | — | 2026-08-31 |
| 11 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.57% | $7.5M | $1.3B | 2026-11-06 |
| 12 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.07% | $4.9M | — | 2026-11-05 |
| 13 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.27% | $3.7M | $1.4B | 2026-11-06 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $3.5M | — | 2026-11-05 |
| 15 | JSML Janus Henderson Small Cap Growth Alpha ETF | Janus | 0.82% | $3.0M | $366.3M | 2026-11-06 |
| 16 | VFH Vanguard Financials ETF | Vanguard | 0.02% | $2.9M | — | 2026-09-30 |
| 17 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $2.7M | $93.2B | 2026-11-06 |
| 18 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.08% | $2.4M | $3.2B | 2026-11-05 |
| 19 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.12% | $2.0M | — | 2026-09-30 |
| 20 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $1.7M | — | 2026-11-05 |
| 21 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $1.4M | — | 2026-08-31 |
| 22 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.06% | $1.3M | $2.3B | 2026-11-05 |
| 23 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.06% | $1.1M | — | 2026-11-05 |
| 24 | RSSL Global X Russell 2000 ETF | Global X | 0.07% | $952,121 | — | 2026-11-06 |
| 25 | OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Invesco | 0.37% | $950,863 | — | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
46.92
TTM Diluted EPS
$0.73
TTM Revenue
$1.42B
TTM Net Income
$94.59M
TTM Op. Cash Flow
$168.06M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $372.18M | $27.48M | $0.21 | $43.62M |
| Q2 '26 | 2026-06-30 | $360.74M | $25.56M | $0.20 | $48.86M |
| Q1 '26 | 2026-03-31 | $358.44M | $20.88M | $0.16 | $30.45M |
| Q4 '25 | 2025-12-31 | $330.46M | $20.67M | $0.16 | $45.13M |
| Q3 '25 | 2025-09-30 | $310.74M | $17.74M | $0.14 | $35.08M |
| Q2 '25 | 2025-06-30 | $280.08M | $14.71M | $0.11 | $31.48M |
| Q1 '25 | 2025-03-31 | $275.24M | $13.81M | $0.11 | $50.44M |
| Q4 '24 | 2024-12-31 | $257.88M | $13.15M | $0.11 | $27.91M |
| Q3 '24 | 2024-09-30 | $231.57M | $14.43M | $0.11 | $6.74M |
| Q2 '24 | 2024-06-30 | $197.42M | $9.36M | $0.07 | $18.03M |
| Q1 '24 | 2024-03-31 | $184.88M | $7.23M | $0.06 | $10.95M |
| Q4 '23 | 2023-12-31 | $164.80M | $9.40M | $0.08 | $24.44M |
Q3 2026 • period ending 2026-09-30 • filed 2026-11-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
46.92
P/B
7.21
P/S
3.25
EV/EBITDA
28.20
EV/Sales
2.98
ROE
13.8%
ROA
11.7%
Div Yield
0.00%
FCF Yield
3.61%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$4.42B
as of 2026-11-09
PAY vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| INTU Intuit Inc | $91.3B | 20.6 | +13.9% | −46.0% | 67 |
| HOOD Robinhood Markets, Inc. Class A Common S | $72.9B | 39.5 | +19.2% | −26.3% | 37 |
| XYZ Block, Inc. | $51.7B | 120.4 | +6.9% | +36.8% | 19 |
| PYPL PayPal Holdings, Inc. Common Stock | $49.2B | 11.4 | +4.4% | +3.4% | 12 |
| FISV Fiserv, Inc. Common Stock | $33.5B | 10.8 | +1.9% | −3.0% | 4 |
| GPN Global Payments, Inc. | $25.8B | — | +32.5% | +30.4% | 28 |
| AFRM Affirm Holdings, Inc. Class A Common Sto | $23.1B | 12.3 | +29.6% | −8.0% | 44 |
| HQY HealthEquity, Inc | $8.6B | 36.9 | +7.3% | +12.0% | 91 |
| PAY Paymentus Holdings, Inc. | $4.2B | 47.0 | +26.5% | +20.4% | 0 |
| Peer median | $41.3B | 20.6 | +10.6% | +0.2% | 32 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.68M
SI % of Float
4.79%
Days to Cover
3.20
Short Vol Ratio
48.6%
Free Float
56.01M
Float %
88.8%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-26