Paymentus Holdings, Inc.
PAY · Services-Business Services, NEC · 103.5M shares · +4%/yr ↑ shares · EDGAR filings ↗
Reference price $40.02 · est. market cap ~$4.1B — last insider sale, 2025-05-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C68gen composite 51pct→68
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $321M cash & investments
- Notable holderHeld by 5 notable fund(s): CITADEL ADVISORS LLC, FMR LLC, STATE STREET CORP +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
24.8%
Operating margin
6.3%
Net margin
5.6%
Return on equity
11.9%
Return on assets
10.0%
ROIC
10.6%
Revenue growth (QoQ)
30.2%
Net-income growth
51.5%
Current ratio
4.5×
Free cash flow
$162M
EBITDA
$117M
Tangible book value
$417M
Cash & investments
$321M
Stock comp / revenue
1.6%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Dushyant Sharma | Chairman, President and CEO | $36M FY2025 |
| Andrew Gerber | General Counsel and Secretary | $1M FY2025 |
| Gerasimos (Jerry) Portocalis | Chief Commercial Officer | $3M FY2025 |
| Sanjay Kalra | SVP and CFO | $3M FY2025 |
| Accel-KKR Holdings GP, LLC | Director | — |
| Arun Oberoi | Director | $200K FY2025 |
| Jody Davids | Director | $210K FY2025 |
| Klein Jason | Director | — |
| Malinowski Adam | Director | — |
| Palumbo Robert | Director | — |
| William Ingram | Director | $224K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-08 | INGRAM WILLIAM | Grant | 8.3K | — |
| 2026-06-08 | DAVIDS JODY R | Grant | 8.3K | — |
| 2026-06-08 | OBEROI ARUN | Grant | 8.3K | — |
| 2026-05-27 | Palumbo Robert | Other | 156K | — |
| 2026-05-27 | Barnds Thomas | Other | 156K | — |
| 2026-05-27 | Accel-KKR Holdings GP, LLC | Other | 156K | — |
| 2026-05-15 | Sharma Dushyant | Tax withheld | 27K | — |
| 2026-05-15 | Kalra Sanjay | Tax withheld | 19K | — |
| 2026-05-15 | Portocalis Gerasimos (Jerry) | Tax withheld | 4.3K | — |
| 2026-04-07 | Sharma Dushyant | Grant | 480K | — |
| 2026-03-13 | Portocalis Gerasimos (Jerry) | Tax withheld | 4.6K | — |
| 2026-03-13 | Kalra Sanjay | Tax withheld | 7.4K | — |
| 2026-03-13 | Gerber Andrew A. | Tax withheld | 1.5K | — |
| 2026-03-09 | Portocalis Gerasimos (Jerry) | Grant | 140K | — |
| 2026-03-09 | Kalra Sanjay | Grant | 140K | — |
| 2026-03-09 | Gerber Andrew A. | Grant | 23K | — |
| 2026-02-15 | Gerber Andrew A. | Tax withheld | 3.9K | — |
| 2026-02-15 | Sharma Dushyant | Tax withheld | 27K | — |
| 2026-02-15 | Portocalis Gerasimos (Jerry) | Tax withheld | 3.0K | — |
| 2026-02-15 | Kalra Sanjay | Tax withheld | 20K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-08 | 2026-06-05 | 0001193125-26-261846 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001193125-26-204469 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0001193125-26-203992 ↗ |
| DEF 14A | 2026-04-22 | 2026-06-05 | 0001193125-26-170573 ↗ |
| 8-K | 2026-04-08 | 2026-04-07 | 0001193125-26-147758 ↗ |
| 8-K | 2026-03-26 | 2026-03-23 | 0001193125-26-126379 ↗ |
| 8-K | 2026-03-13 | 2026-03-09 | 0001193125-26-106283 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001193125-26-064510 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001193125-26-063980 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001193125-25-262925 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0001193125-25-262574 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0000950170-25-102218 ↗ |