Paymentus Holdings, Inc. - PAY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
WASATCH ADVISORS LP History New 8,553,165 270,194 1.61% 1 +8,553,165 New Q4 2025 Feb 12, 2026
Capital International Investors History Added to 7,655,433 241,835 0.04% 0.04% 2 +474,780 6.61% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Added to 4,391,890 138,739 0.0% 0.0% 3 +753,281 20.7% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 2,877,486 90,899 0.01% 0.02% 4 -910,604 -24.04% Q4 2025 Feb 19, 2026
Capital World Investors History Added to 2,499,583 78,961 0.01% 0.01% 5 +105,970 4.43% Q4 2025 Feb 11, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 2,239,138 70,734 0.48% 0.54% 6 -229,935 -9.31% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 2,171,601 68,600 0.02% 0.02% 7 +186,773 9.41% Q4 2025 Feb 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 1,913,651 60,452 0.2% 8 +1,913,651 New Q4 2025 Feb 18, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,580,593 49,930 0.27% 0.12% 9 +943,244 147.99% Q4 2025 Feb 12, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Added to 1,181,624 37,327 2.59% 2.6% 10 +14,786 1.27% Q4 2025 Feb 13, 2026
LOOMIS SAYLES & CO L P History Added to 1,088,173 34,375 0.04% 0.02% 11 +401,766 58.53% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Added to 943,436 29,803 0.0% 0.0% 12 +122,876 14.97% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 832,355 26,294 0.0% 0.0% 13 +473,863 132.18% Q4 2025 Feb 17, 2026
TimesSquare Capital Management, LLC History Reduced 736,827 23,276 0.35% 0.34% 14 -37,766 -4.88% Q4 2025 Feb 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 712,633 22,512 0.15% 0.11% 15 +163,423 29.76% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 666,049 21,046 0.0% 0.0% 16 +129,174 24.06% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 587,285 18,551 0.0% 0.0% 17 +43,462 7.99% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 569,016 17,976 0.0% 0.0% 18 +162,845 40.09% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 510,498 16,126 0.04% 19 +510,498 New Q4 2025 Feb 09, 2026
FMR LLC History Reduced 485,638 15,341 0.0% 0.0% 20 -86,062 -15.05% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 441,538 13,948 0.01% 0.01% 21 +227,406 106.2% Q4 2025 Feb 13, 2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group History Added to 429,916 13,581 6.62% 3.79% 22 +219,892 104.7% Q4 2025 Feb 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 406,893 12,853 0.0% 0.01% 23 -1,932,950 -82.61% Q4 2025 Mar 25, 2026
LORD, ABBETT & CO. LLC History Reduced 405,559 12,812 0.04% 0.04% 24 -54,072 -11.76% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 404,066 12,764 0.01% 0.01% 25 -55,100 -12.0% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 366,374 11,573 0.0% 0.0% 26 +103,014 39.12% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 356,359 11,257 0.02% 27 +356,359 New Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 297,309 9,391 0.0% 0.0% 28 +53,729 22.06% Q4 2025 Feb 13, 2026
Granite Investment Partners, LLC History Added to 291,506 9,208 0.55% 0.46% 29 +25,007 9.38% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 267,971 8,465 0.0% 0.0% 30 +34,644 14.85% Q4 2025 Feb 17, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History New 262,272 8,291 1.78% 31 +262,272 New Q4 2025 Feb 17, 2026
ADAMS STREET PARTNERS LLC History Added to 223,506 7,060 2.68% 1.86% 32 +130,416 140.1% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 216,198 6,829 0.0% 0.0% 33 +17,072 8.57% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 216,078 6,825 0.0% 0.0% 34 +187,143 646.77% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 204,109 6,447 0.01% 0.01% 35 +6,018 3.04% Q4 2025 Jan 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 203,370 6,424 0.01% 0.01% 36 +9,964 5.15% Q4 2025 Feb 12, 2026
Palisades Investment Partners, LLC History Added to 200,471 6,332 2.39% 2.35% 37 +4,473 2.28% Q4 2025 Jan 20, 2026
TWO SIGMA INVESTMENTS, LP History Added to 193,629 6,116 0.01% 0.01% 38 +55,050 39.72% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 181,931 5,747 0.01% 0.0% 39 +154,210 556.29% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 165,887 5,240 0.0% 0.0% 40 +70,652 74.19% Q4 2025 Jan 29, 2026
Trexquant Investment LP History Added to 164,720 5,203 0.05% 0.01% 41 +134,423 443.68% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 164,510 5,196 0.11% 0.09% 42 +18,720 12.84% Q4 2025 Feb 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 156,823 4,954 0.0% 0.01% 43 -210,717 -57.33% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 143,573 4,535 0.0% 0.0% 44 -193,179 -57.37% Q4 2025 Feb 17, 2026
Shellback Capital, LP History Reduced 141,747 4,477 0.43% 1.33% 45 -543,620 -79.32% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 137,215 4,334 0.0% 0.0% 46 +37,840 38.08% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 135,602 4,283 0.04% 0.03% 47 +23,054 20.48% Q4 2025 Feb 18, 2026
PDT Partners, LLC History Added to 135,061 4,266 0.28% 0.24% 48 +8,400 6.63% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 130,984 4,137 0.01% 0.01% 49 +61,990 89.85% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 130,394 4,119 0.0% 50 +130,394 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 125,545 3,966 0.0% 51 +125,545 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 120,069 3,792 0.0% 0.0% 52 -10,738 -8.21% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 110,559 3,492 0.01% 0.01% 53 +43,599 65.11% Q4 2025 Feb 17, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 102,758 3,246 0.46% 54 +102,758 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 94,536 2,986 0.04% 0.01% 55 +55,005 139.14% Q4 2025 Feb 02, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 93,075 2,940 0.45% 0.45% 56 -2,240 -2.35% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 92,997 2,937 0.0% 57 +92,997 New Q4 2025 Feb 12, 2026
GLOBEFLEX CAPITAL L P History Added to 89,740 2,834 0.43% 0.3% 58 +26,786 42.55% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 87,311 2,758 0.0% 0.0% 59 -2,321 -2.59% Q4 2025 Feb 18, 2026
G2 Investment Partners Management LLC History New 85,100 2,688 0.64% 60 +85,100 New Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 80,500 2,542 0.0% 0.0% 61 +19,100 31.11% Q4 2025 Feb 12, 2026
B. Metzler seel. Sohn & Co. AG History Added to 78,328 2,474 0.02% 0.01% 62 +45,687 139.97% Q4 2025 Jan 28, 2026
NAVELLIER & ASSOCIATES INC History Reduced 77,174 2,437 0.27% 0.29% 63 -15,295 -16.54% Q4 2025 Feb 03, 2026
MARSHALL WACE, LLP History Added to 71,627 2,262 0.0% 0.0% 64 +21,470 42.81% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Added to 65,517 2,069 0.0% 0.0% 65 +18,134 38.27% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 63,513 2,006 0.03% 0.02% 66 +19,732 45.07% Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 63,202 1,997 0.03% 0.04% 67 -16,571 -20.77% Q4 2025 Feb 17, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Reduced 63,000 1,990 0.48% 0.49% 68 -10,500 -14.29% Q4 2025 Feb 02, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 59,319 1,873 0.06% 69 +59,319 New Q4 2025 Feb 17, 2026
CenterBook Partners LP History Added to 57,886 1,828 0.09% 0.06% 70 +16,443 39.68% Q4 2025 Feb 11, 2026
CAPITAL FUND MANAGEMENT S.A. History New 51,964 1,641 0.0% 71 +51,964 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 46,059 1,455 0.0% 0.0% 72 +5,263 12.9% Q4 2025 Feb 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 42,351 1,337 0.06% 0.01% 73 +31,736 298.97% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 42,164 1,331 0.03% 0.01% 74 +34,019 417.67% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 42,078 1,329 0.0% 0.0% 75 +4,756 12.74% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 41,824 1,321 0.0% 0.0% 76 +4,306 11.48% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 41,739 1,318 0.0% 0.0% 77 +16,038 62.4% Q4 2025 Jan 27, 2026
D. E. Shaw & Co., Inc. History Added to 41,420 1,308 0.0% 0.0% 78 +5,135 14.15% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 41,045 1,296 0.0% 0.0% 79 +29,108 243.85% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 40,544 1,280 0.01% 0.0% 80 +40,189 11320.85% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 39,721 1,254 0.0% 0.0% 81 +1,439 3.76% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 39,331 1,242 0.0% 0.0% 82 +4,800 13.9% Q4 2025 Feb 13, 2026
Jump Financial, LLC History Reduced 36,800 1,162 0.01% 0.07% 83 -143,300 -79.57% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 36,210 1,143 0.0% 0.0% 84 +9,366 34.89% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 35,566 1,123 0.0% 0.0% 85 -1,937 -5.16% Q4 2025 Feb 11, 2026
Brevan Howard Capital Management LP History Added to 35,287 1,114 0.01% 0.0% 86 +17,130 94.34% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 33,601 1,061 0.0% 0.0% 87 +13,475 66.95% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History New 32,819 1,036 0.0% 88 +32,819 New Q4 2025 Jan 29, 2026
Legal & General Group Plc History Added to 31,291 988 0.0% 0.0% 89 +4,014 14.72% Q4 2025 Feb 09, 2026
Legato Capital Management LLC History Reduced 30,265 956 0.08% 0.17% 90 -21,602 -41.65% Q4 2025 Feb 06, 2026
Wakefield Asset Management LLLP History Added to 29,422 929 0.25% 0.24% 91 +157 0.54% Q4 2025 Feb 05, 2026
Magnetar Financial LLC History New 26,667 842 0.01% 92 +26,667 New Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Added to 26,653 841 0.02% 0.0% 93 +19,144 254.95% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 25,094 792 0.0% 94 +25,094 New Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History Reduced 24,520 775 0.18% 0.21% 95 -16,830 -40.7% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 22,459 713 0.0% 0.0% 96 -28,625 -56.04% Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Added to 22,311 704 0.02% 0.02% 97 +2,449 12.33% Q4 2025 Feb 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 21,984 694 0.01% 98 +21,984 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 21,010 663 0.0% 0.0% 99 +7,300 53.25% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 20,949 662 0.0% 0.0% 100 +4,034 23.85% Q4 2025 Jan 09, 2026
Graham Capital Management, L.P. History Reduced 20,500 647 0.02% 0.01% 101 -3,253 -13.7% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History New 20,163 636 0.01% 102 +20,163 New Q4 2025 Feb 06, 2026
Verition Fund Management LLC History Reduced 20,088 634 0.0% 0.0% 103 -9,147 -31.29% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 19,756 624 0.07% 0.05% 104 +5,287 36.54% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History New 17,410 549 0.02% 105 +17,410 New Q4 2025 Feb 17, 2026
Lisanti Capital Growth, LLC History Reduced 14,430 455 0.11% 0.91% 106 -106,743 -88.09% Q4 2025 Feb 09, 2026
ALPS ADVISORS INC History Added to 14,062 444 0.0% 0.0% 107 +155 1.11% Q4 2025 Feb 12, 2026
OMERS ADMINISTRATION Corp History Added to 14,000 442 0.0% 0.0% 108 +900 6.87% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 13,823 436 0.0% 0.0% 109 -614 -4.25% Q4 2025 Feb 17, 2026
Man Group plc History New 13,551 428 0.0% 110 +13,551 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 13,105 413 0.0% 0.0% 111 -610,481 -97.9% Q4 2025 Feb 11, 2026
LVZ, Inc. History Added to 13,047 412 0.05% 0.04% 112 +1,526 13.25% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History New 13,017 411 0.0% 114 +13,017 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 13,016 411 0.0% 113 +13,016 New Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History New 12,653 399 0.16% 115 +12,653 New Q4 2025 Feb 12, 2026
Calamos Advisors LLC History Reduced 11,962 377 0.0% 0.0% 116 -29,959 -71.47% Q4 2025 Jan 29, 2026
Arizona State Retirement System History Added to 11,462 362 0.0% 0.0% 117 +2,094 22.35% Q4 2025 Jan 28, 2026
Yorktown Management & Research Co Inc History No change 10,800 341 0.27% 0.26% 118 0 0.0% Q4 2025 Jan 23, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 10,201 322 0.0% 0.0% 119 +570 5.92% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 10,192 321 0.0% 0.0% 120 -15,655 -60.57% Q4 2025 Feb 17, 2026
Counterpoint Mutual Funds LLC History New 10,084 318 0.02% 121 +10,084 New Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 9,883 312 0.0% 0.0% 122 -2,208 -18.26% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History New 9,700 306 0.0% 123 +9,700 New Q4 2025 Feb 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 9,278 293 0.0% 124 +9,278 New Q4 2025 Feb 13, 2026
Entropy Technologies, LP History Reduced 9,306 293 0.02% 0.03% 126 -2,900 -23.76% Q4 2025 Feb 13, 2026
HAMILTON LANE ADVISORS LLC History Added to 9,303 293 0.16% 0.15% 125 +676 7.84% Q4 2025 Jan 20, 2026
KLP KAPITALFORVALTNING AS History Added to 8,700 274 0.0% 0.0% 128 +1,500 20.83% Q4 2025 Jan 28, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 8,690 274 0.0% 0.0% 127 -426 -4.67% Q4 2025 Jan 28, 2026
AlphaQuest LLC History Reduced 8,391 265 0.01% 0.02% 129 -3,404 -28.86% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 9,042 257 0.0% 0.0% 130 +1,734 23.73% Q4 2025 Feb 03, 2026
9823 Capital, L.P. History New 8,070 254 0.18% 131 +8,070 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 7,900 249 0.0% 0.0% 132 -2,200 -21.78% Q4 2025 Feb 12, 2026
INCEPTIONR LLC History Reduced 7,868 248 0.07% 0.11% 133 -6,363 -44.71% Q4 2025 Feb 11, 2026
Walleye Capital LLC History New 7,818 246 0.0% 134 +7,818 New Q4 2025 Feb 13, 2026
MANGROVE PARTNERS IM, LLC History New 7,719 243 0.02% 135 +7,719 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 7,414 234 0.12% 136 +7,414 New Q4 2025 Feb 17, 2026
RiverPark Advisors, LLC History Added to 7,108 224 0.06% 0.09% 137 +120 1.72% Q4 2025 Feb 17, 2026
Cornerstone Investment Partners, LLC History Added to 7,089 223 0.01% 0.01% 138 +4 0.06% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Reduced 5,281 166 0.0% 0.0% 139 -52,637 -90.88% Q4 2025 Feb 11, 2026
Advisors Asset Management, Inc. History Added to 5,050 159 0.0% 0.0% 140 +1,042 26.0% Q4 2025 Feb 12, 2026
Orange County Employees Retirement System History New 4,761 150 0.08% 141 +4,761 New Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History Added to 4,074 128 0.0% 0.0% 142 +131 3.32% Q4 2025 Feb 12, 2026
StepStone Group LP History New 36,468 127 0.07% 143 +36,468 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 2,569 81 0.0% 144 +2,569 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 2,293 72 0.0% 0.0% 145 +700 43.94% Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 2,519 71 0.0% 146 +2,519 New Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Added to 2,025 63 0.0% 0.0% 147 +1,319 186.83% Q4 2025 Jan 16, 2026
Caitong International Asset Management Co., Ltd History Added to 1,968 62 0.02% 0.01% 148 +1,304 196.39% Q4 2025 Mar 03, 2026
MCF Advisors LLC History Added to 1,368 43 0.0% 0.0% 149 +21 1.56% Q4 2025 Feb 11, 2026
Plato Investment Management Ltd History No change 1,090 34 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 04, 2026
DV Trading LLC History New 522 16 0.0% 151 +522 New Q4 2025 Feb 17, 2026
Quarry LP History Added to 501 15 0.0% 0.0% 152 +356 245.52% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 417 13 0.0% 0.0% 153 +224 116.06% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History New 400 12 0.0% 154 +400 New Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Added to 272 8 0.0% 0.0% 155 +194 248.72% Q4 2025 Feb 17, 2026
Y.D. More Investments Ltd History Reduced 226 7 0.0% 0.0% 156 -226 -50.0% Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History New 195 6 0.0% 159 +195 New Q4 2025 Feb 06, 2026
CWM, LLC History Added to 187 6 0.0% 0.0% 157 +15 8.72% Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History No change 200 6 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 26, 2026
SIMPLEX TRADING, LLC History New 173 5 0.0% 160 +173 New Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History New 135 4 0.0% 162 +135 New Q4 2025 Feb 06, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 135 4 0.0% 0.0% 163 +17 14.41% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 130 4 0.0% 0.0% 164 +11 9.24% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History No change 150 4 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 20, 2026
MAI Capital Management History No change 114 3 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History New 67 2 0.0% 169 +67 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History New 65 2 0.0% 168 +65 New Q4 2025 Jan 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 94 2 0.0% 0.0% 166 +15 18.99% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Added to 78 2 0.0% 0.0% 167 +7 9.86% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History No change 33 1 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 17, 2026
Spire Wealth Management History No change 38 1 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.1% -158,000 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.1% -40,554 -100.0% Q3 2025 Nov 07, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -32,259 -100.0% Q3 2025 Nov 13, 2025
WINTON GROUP Ltd History Closed out 0 0 0.04% -31,100 -100.0% Q3 2025 Nov 13, 2025
Morningstar Investment Management LLC History Closed out 0 0 0.03% -26,721 -100.0% Q3 2025 Nov 17, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -23,658 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -22,742 -100.0% Q3 2025 Nov 14, 2025
Ellsworth Advisors, LLC History Closed out 0 0 0.14% -22,260 -100.0% Q3 2025 Oct 16, 2025
Versor Investments LP History Closed out 0 0 0.1% -18,650 -100.0% Q3 2025 Nov 06, 2025
Neo Ivy Capital Management History Closed out 0 0 0.13% -18,006 -100.0% Q3 2025 Nov 12, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -16,155 -100.0% Q3 2025 Nov 12, 2025
Cannon Global Investment Management, LLC History Closed out 0 0 0.69% -15,000 -100.0% Q3 2025 Oct 28, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -11,000 -100.0% Q3 2025 Nov 14, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -4,986 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -4,954 -100.0% Q3 2025 Nov 13, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -314 -100.0% Q3 2025 Nov 10, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.0% -210 -100.0% Q3 2025 Nov 10, 2025
RMG Wealth Management LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 30, 2025
Marquette Asset Management, LLC History New 26 0 +26 New Q4 2025 Jan 16, 2026
JONES FINANCIAL COMPANIES LLLP History New 18 0 +18 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Closed out 0 0 -18 -100.0% Q3 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 1 0 -14 -93.33% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 12 0 +12 New Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 4 0 +4 New Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History New 3 0 +3 New Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 3 0 +3 New Q4 2025 Feb 10, 2026
BARCLAYS PLC History Reduced 15 0 -2 -11.76% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 14, 2025
Parallel Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History Reduced 1 0 -1 -50.0% Q4 2025 Jan 15, 2026
SJS Investment Consulting Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 21, 2025
Atlantic Union Bankshares Corp History No change 1 0 0 0.0% Q4 2025 Feb 04, 2026
Sunbelt Securities, Inc. History No change 10 0 0 0.0% Q4 2025 Feb 20, 2026