Repay Holdings CORP (RPAY) — Who's Buying and Selling (13F, Q2 2026)

RPAY ranks #3807 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

RPAY is a top-conviction position for Veradace Capital Management LLC — at 22.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RPAY belongs to Forager Capital Management, LLC, but the position matters far more to Veradace Capital Management LLC, who has 22.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Forager Capital Management, LLC has added to its RPAY position for two straight quarters, increasing it by $32.1M to reach $46.6M today.

Whetstone Capital Advisors, LLC has trimmed its RPAY position for two straight quarters, cutting it by $6.7M while still holding $3.2M.

RPAY is down 1.1% today, but institutions show net buying of $16.1M this quarter — a divergence between today's price move and the underlying institutional flow.

RPAY reported a net loss of $167.5M over the trailing twelve months.

• Not yet profitable — net loss of $167.5M over the trailing twelve months
• Revenue grew 8.8% year over year
• Net income declined year over year, from -$111.1M to -$167.5M
• Generated $91.1M in positive operating cash flow
• Current ratio of 0.82x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.48x equity — within a conventional range