Forager fund sells Repay Holdings (RPAY) shares for $2.4m
Forager Fund, L.P. sold 950,000 shares of Repay Holdings Corp (NASDAQ:RPAY) for a total of $2.4 million across two transactions on April 1 and 2, 2026. The sales occurred at weighted average prices of $2.54 and $2.53 per share, leaving the fund with 10,192,937 shares. Despite the sale, RPAY shares are trading down significantly over the past week and year, though InvestingPro analysis suggests the stock is undervalued with a fair value of $4.15.
Forager Fund lifts Repay (RPAY) holdings to 10.19M shares, 11.9%
Forager Fund and its affiliates have reported acquiring a significant 11.9% stake in Repay Holdings Corp. (RPAY), totaling 10,192,937 shares. The acquisition, valued at $34,723,158.43, was funded entirely by working capital, indicating a strong, unleveraged position. Recent open-market purchases occurred between March 25 and April 2, 2026, with prices ranging from approximately $2.52 to $3.05 per share.
Repay Holdings Corporation (NASDAQ:RPAY) Given Average Recommendation of "Hold" by Brokerages
Repay Holdings Corporation (NASDAQ:RPAY) has received an average "Hold" recommendation from brokerages, based on ratings from ten analysts. The average 12-month price target is $5.69, though several firms have recently lowered their targets. Despite missing EPS estimates at $0.19 versus an expected $0.21, the company's revenue of $78.59 million slightly exceeded expectations, but it recorded a negative net margin of 83.01%.
Forager Fund (RPAY) acquires 950,000 Repay Holdings Class A shares
Forager Fund, L.P. has acquired a combined 950,000 shares of Repay Holdings Class A common stock through open-market purchases. The transactions occurred over two days, with 488,391 shares bought on April 1 at a weighted average price of $2.54 and 461,609 shares on April 2 at a weighted average price of $2.53. These purchases, jointly reported by Forager Fund, its general partner Forager Capital Management, LLC, and principals Edward Urban Kissel and Robert Symmes MacArthur, bring their total direct holdings to 10,192,937 shares.
Forager fund sells Repay Holdings (RPAY) shares for $2.4m
Forager Fund, L.P. sold 950,000 shares of Repay Holdings Corp (RPAY) Class A Common Stock for a total of $2.4 million in early April 2026, with the shares trading at weighted average prices of $2.54 and $2.53. Following these transactions, Forager Fund directly holds over 10 million RPAY shares. This sale comes as RPAY shares have declined significantly, despite the company reporting strong Q4 2025 results and announcing the acquisition of Kubra Data Transfer Ltd. for $372 million to expand its market presence.
REPAY (NASDAQ: RPAY) plans $372M KUBRA deal funded with new debt
REPAY Holdings Corporation announced its plan to acquire KUBRA, a bill payment and customer communications platform, for approximately $372 million in an all-cash deal. The acquisition will be financed through cash on hand and a $500 million term loan from Truist, alongside a $100 million undrawn revolving credit facility. This deal is expected to create significant scale and diversification for REPAY, projecting combined 2025 revenue of $548 million and adjusted EBITDA of $178 million, with target synergies of over $25 million annually by 2028.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Repay Holdings Corporation (RPAY) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It details the company's financial and operational performance, segment results, and non-GAAP measures, along with significant events like executive appointments and share repurchase programs. The platform also offers AI-powered summaries to help users quickly extract key information from these regulatory documents.
Forager Fund ups Repay Holdings (RPAY) stake with 642,837-share buy
Forager Fund, L.P., a 10% owner of Repay Holdings Corp (RPAY), purchased 642,837 shares of Class A common stock through open-market transactions. These buys occurred over three days at weighted average prices around $2.92, $3.04, and $3.05 per share. Following these transactions, Forager Fund and its affiliated general partner collectively own 9,242,937 Class A shares.
Forager fund L.P. disposes of $1.93 million in Repay Holdings (RPAY)
Forager Fund L.P., a ten percent owner of Repay Holdings Corp (NASDAQ:RPAY), disposed of $1.93 million worth of Class A Common Stock through three separate transactions between March 25 and March 27, 2026. Despite this disposal, RPAY shares are considered undervalued by InvestingPro analysis, and the company recently reported strong financial results for Q4 2025, exceeding market expectations for both earnings per share and revenue.
Vanguard disaggregates holdings after realignment — RPAY (RPAY)
Vanguard has filed an amended Schedule 13G stating it no longer beneficially owns shares of Repay Holdings (RPAY) due to an internal realignment effective January 12, 2026. This realignment means certain Vanguard subsidiaries will report their holdings separately, resulting in Vanguard itself reporting zero beneficial ownership of RPAY. The filing, signed by Ashley Grim, Head of Global Fund Administration, on March 27, 2026, is an administrative disclosure and not an economic disposition of shares, with future filings from subsidiaries expected to clarify actual holders.
Do Options Traders Know Something About Repay Stock We Don't?
Investors should pay attention to Repay Holdings Corporation (RPAY) due to recent moves in the options market, particularly the June 18, 2026 $7.50 Call, which has high implied volatility. While options traders might be expecting a significant price movement, analysts currently rate RPAY as a Zacks Rank #3 (Hold) and have lowered earnings estimates, suggesting this implied volatility could be an opportunity for selling premium.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Repay Holdings Corporation (RPAY) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, and 8-K material event forms. It details the company's financial and operational performance, vertical market strategy, executive compensation plans, and insider transactions related to tax-related share dispositions. The platform also offers AI-powered summaries to help investors quickly identify key information from these regulatory documents.
Repay (NASDAQ: RPAY) counsel has 5,723 shares withheld to cover tax liability
Repay Holdings Corp's General Counsel, Tyler B. Dempsey, had 5,723 shares of Class A common stock withheld by the company. This transaction, priced at $2.65 per share, covered his tax liability incurred from the vesting of previously granted time-based restricted stock. Following this routine tax settlement, Dempsey directly holds 491,251 shares of RPAY.
Repay Holdings (NASDAQ: RPAY) CAO reports tax-withholding share transaction
Repay Holdings Corp's Chief Accounting Officer, Thomas Eugene Sullivan, reported a routine tax-withholding transaction where 4,670 shares of Class A common stock were withheld to cover his tax liability. This transaction, priced at $2.65 per share, was not an open-market sale but a method to pay taxes associated with the vesting of previously granted restricted stock. Following this, Sullivan directly holds 248,561 shares of RPAY.
Repay Holdings (RPAY) EVP has stock withheld to cover taxes
Repay Holdings Corp's Executive Vice President, Naomi Barnett, had 3,313 shares of Class A common stock withheld at $2.65 per share to cover tax liabilities associated with the vesting of restricted stock. This is a common, non-open-market transaction for equity compensation. Following the withholding, Barnett directly holds 293,909 shares.
Repay Holdings (NASDAQ: RPAY) CTO sees 6,627 shares withheld for tax on vesting
Repay Holdings Corp's CTO, David M. Guthrie, had 6,627 shares of Class A common stock withheld to cover tax liabilities upon the vesting of time-based restricted stock. This was a routine tax-related disposition, not an open-market sale, and reflects standard compensation administration. After this transaction, Guthrie directly holds 457,185 shares of RPAY.
Repay Holdings (RPAY) CEO has 51,905 shares withheld to cover taxes
Repay Holdings Corp CEO John Andrew Morris Sr. had 51,905 shares of Class A common stock withheld at $2.65 per share on March 19, 2026, to cover tax liabilities from vested restricted stock. This was a tax-related disposition, not an open-market trade. After this transaction, he directly holds 2,204,370 shares and has additional indirect holdings through various entities.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This article provides a comprehensive resource for Repay Holdings (RPAY) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, 8-K material events, and insider trading forms. It details recent filings such as BlackRock's 6.1% stake, leadership changes, share sales by directors, and a Q3 earnings report showing a $6.6 million loss. The platform enhances these filings with AI-powered summaries to help investors quickly identify key information.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides access to Repay Holdings Corporation (RPAY) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event forms, and insider trading information. It details the company's financial and operational performance as a provider of integrated payment processing solutions, highlighting key segments, non-GAAP measures, and recent corporate events. The platform also offers AI-powered summaries of these documents to help users quickly identify important information.
RPAY SEC Filings - Repay Hldgs Corp 10-K, 10-Q, 8-K Forms
This page provides access to Repay Holdings Corporation (RPAY) SEC filings, including annual and quarterly reports and material event disclosures. It highlights key information from recent filings, such as insider transactions, institutional holdings, and financial results, enhanced by AI-powered summaries. The site aims to be a comprehensive resource for investors to research RPAY's financial reporting and business model.
[Form 4] Repay Holdings Corp Insider Trading Activity
Repay Holdings Corp CFO Robert Scott Houser reported an acquisition of 193,661 shares of Class A common stock as equity compensation, increasing his direct stake to 311,904 shares. This award was granted at no cash purchase price and is composed of restricted stock that vests in four equal annual installments starting on March 11, 2027. The filing indicates this is a compensation-related grant for long-term incentive alignment rather than an open-market trade.
Repay (NASDAQ: RPAY) EVP Naomi Barnett receives 128,961-share stock grant
Repay Holdings Corp's Executive Vice President, Naomi Barnett, was granted 128,961 shares of Class A common stock as restricted stock, increasing her direct holdings to 297,222 shares. This award was granted at no cash cost and vests in four equal annual installments beginning March 11, 2027, linking a significant portion of her compensation to long-term service and retention. The details were disclosed in a Form 4 SEC filing on March 13, 2026.
Repay Holdings (NASDAQ: RPAY) CTO awarded 207,570 restricted shares
Repay Holdings Corporation's CTO, David M. Guthrie, has been granted 207,570 restricted shares of Class A common stock as equity compensation, increasing his direct holdings to 463,812 shares. These shares were awarded at $0.00 per share and will vest in four equal annual installments starting on March 11, 2027. This grant aligns his compensation with the company's long-term performance and is classified as an acquisition (transaction code "A") rather than an open-market purchase.
Repay Holdings (NASDAQ: RPAY) CEO granted 968K restricted shares
Repay Holdings (NASDAQ: RPAY) CEO John Andrew Morris Sr. was granted 968,309 restricted shares of Class A common stock on March 11, 2026, as reported in a Form 4 SEC filing. These shares vest in four equal annual installments starting March 11, 2027, and were awarded at no acquisition cost. Following this grant, Morris Sr. directly holds 2,256,275 Class A shares, with additional indirect holdings through various family trusts and entities.
Repay Holdings (NASDAQ: RPAY) grants 176,056 restricted shares to General Counsel
Repay Holdings (NASDAQ: RPAY) General Counsel Tyler B. Dempsey has been granted 176,056 restricted shares of Class A common stock as equity compensation, according to a Form 4 SEC filing. These shares will vest in four equal annual installments starting March 11, 2027, bringing his total direct holdings to 496,974 shares. This award is compensation and not a market purchase.
2,182,925 Shares in Repay Holdings Corporation $RPAY Acquired by Portolan Capital Management LLC
Portolan Capital Management LLC has acquired a new stake of 2,182,925 shares in Repay Holdings Corporation (NASDAQ:RPAY) during the third quarter, valued at approximately $11.417 million. This new acquisition means Portolan Capital Management LLC now owns about 2.39% of Repay. Other institutional investors have also adjusted their positions in the company, which saw its stock open at $2.67 on Friday, with a market cap of $243.90 million.
Repay (NASDAQ: RPAY) CEO updates 8.2% stake with new grants and trusts
Repay Holdings Corporation's CEO, John A. Morris Sr., has updated his Schedule 13D filing, indicating beneficial ownership of 7,297,991 shares, or 8.2% of the Class A Common Stock, through direct holdings and various family trusts and entities. The filing details multiple equity awards and transfers from 2023 to 2026, including significant grants of restricted stock and a transfer of over one million shares to a family trust. It also notes recent share surrenders to cover tax liabilities associated with restricted stock vesting.
Repay Holdings Corp (RPAY) CAO granted 91,549 shares, holds 253,231
Repay Holdings Corp (RPAY) Chief Accounting Officer Thomas Eugene Sullivan was granted 91,549 restricted shares of Class A common stock as equity compensation. These shares will vest in four equal annual installments starting March 11, 2027. Following this grant, Sullivan directly holds a total of 253,231 shares in the company.
Analysts Offer Insights on Technology Companies: Repay Holdings (RPAY) and Adobe (ADBE)
Analysts have provided new ratings for Repay Holdings (RPAY) and Adobe (ADBE) within the Technology sector. Morgan Stanley maintained a Hold rating on Repay Holdings with a $3.50 price target, while Mizuho Securities maintained a Buy rating on Adobe with a $340.00 price target. Both companies currently hold a Moderate Buy consensus among analysts, with significant upside potential from their current share prices.
Forager Fund reveals 10% Repay Holdings (RPAY) stake and explores strategic options
Forager Fund and its affiliates have disclosed a 10% stake in Repay Holdings Corp (RPAY) through a Schedule 13D filing, indicating a shift towards a more active investment posture. The group acquired 8,600,100 Class A common shares for approximately $30.38 million. Forager Fund is now open to discussing strategic alternatives, corporate transactions, and governance changes with Repay Holdings' management and board.
Forager group discloses 10.0% stake in Repay Holdings (RPAY) amendment
Forager Fund, L.P., along with Forager Capital Management, LLC, Edward Kissel, and Robert MacArthur (the Reporting Persons), has filed a Schedule 13G/A amendment disclosing a beneficial ownership of 8,600,100 shares of Repay Holdings Corporation's Class A Common Stock, representing 10.0% of the class. This percentage is based on 85,880,982 shares outstanding as of March 4, 2026, as reported in Repay Holdings' Form 10-K. The filing clarifies the allocation of voting and dispositive powers among the reporting entities and individuals, indicating a passive investment strategy without intent to control the issuer.
UBS Adjusts Repay Holdings Price Target to $3.50 From $4, Maintains Neutral Rating
UBS has adjusted its price target for Repay Holdings (RPAY) to $3.50, down from the previous $4, while keeping a "Neutral" rating on the stock. This update in analyst ratings comes shortly after Repay Holdings reported its earnings results for the fourth quarter and full year ended December 31, 2025. The company specializes in integrated payment processing solutions for various industry-oriented vertical markets.
Repay Holdings RPAY Loss Deepens To US$3.00 TTM EPS Challenging Margin Recovery Narratives
Repay Holdings (RPAY) reported a deepening loss, with a trailing 12-month EPS of US$3.00 and a net loss of US$256.7 million on US$309.3 million in revenue for FY 2025. This performance challenges narratives of margin recovery, as quarterly revenue has remained flat while losses have expanded significantly over the past five years. The company currently trades at a discounted P/S multiple, reflecting investor skepticism regarding its path to profitability.
Repay Holdings Corporation 2025 Annual Report: Business Overview, Growth Strategies, Risk Factors, and Payment Solutions
Repay Holdings Corp's 2025 Annual Report highlights its strategic focus on technological innovation and vertical expansion while navigating significant regulatory, operational, and market risks. The company emphasizes its adaptable core technology platform for new market penetration and warns investors about potential impacts from forward-looking statements, high-risk profiles, and indebtedness. Key investor considerations include the absence of dividend intentions, potential share dilution, and the company's exposure to payment industry changes and regulatory challenges.
Morgan Stanley lowers Repay stock price target to $3.50 on growth outlook
Morgan Stanley has lowered its price target for Repay Holdings Corp. (NASDAQ:RPAY) to $3.50 from $4.00, while maintaining an Equalweight rating, citing the need for strategic initiatives to re-accelerate organic growth. Despite the stock trading near its 52-week low and a 51% decline over the past year, InvestingPro analysis indicates it is undervalued with a fair value of $4.61, and analysts expect the company to return to profitability this year. Repay Holdings recently reported strong fourth-quarter results, exceeding analyst expectations for EPS and revenue, and provided optimistic guidance for 2026.
Repay Holdings Corporation (NASDAQ:RPAY) Receives Consensus Rating of "Hold" from Analysts
Analysts have assigned Repay Holdings Corporation (NASDAQ:RPAY) an average rating of "Hold," with a consensus target price of $6.41. The company recently reported an EPS miss but a revenue beat, maintaining a negative net margin despite positive return on equity. Shares are trading near their 52-week low, and institutional investors hold a significant portion of the stock.
Repay Holdings reports Q4 adjusted EPS 19c, consensus 21c
Repay Holdings (RPAY) reported its fourth-quarter adjusted EPS at 19 cents, falling short of the consensus estimate of 21 cents. Despite missing EPS expectations, the company exceeded revenue forecasts, posting $78.3 million against an anticipated $76.79 million. CEO John Morris highlighted the company's improved normalized growth in Q4 2025 and its strategic positioning for continued momentum and growth in 2026.
Repay Holdings shares jump 6% on strong Q4 results, upbeat 2026 outlook
Repay Holdings (NASDAQ:RPAY) saw its shares climb 6% after reporting strong fourth-quarter results that surpassed analyst expectations for adjusted earnings per share and revenue. The company also issued an optimistic 2026 revenue guidance, significantly exceeding consensus estimates, and expects adjusted EBITDA margins above 40%. Despite a net loss due to a non-cash goodwill impairment, normalized revenue and gross profit showed considerable year-over-year growth, particularly in its Business Payments segment.
Repay Holdings Reports Fiscal Year Loss, Provides Revenue Forecast - News and Statistics
Repay Holdings Corporation reported a significant financial loss for the final quarter and the entire fiscal year. The Atlanta-based payments company recorded a quarterly net loss of $140.1 million ($1.71 per share) on revenue of $78.6 million, and an annual net loss of $256.7 million ($3 per share) with $309.3 million in revenue. Looking forward to the upcoming fiscal year, Repay Holdings forecasts its annual revenue to be between $340 million and $346 million.
REPAY HOLDINGS CORP (NASDAQ:RPAY) Reports Mixed Q4 2025 Results Amid Impairment Charge
REPAY Holdings Corp (NASDAQ:RPAY) reported mixed financial results for Q4 2025, with revenue slightly surpassing estimates but EPS falling short due to a significant non-cash goodwill impairment charge. The market reacted negatively, yet management emphasized underlying operational progress and provided an optimistic 2026 outlook that is slightly above analyst consensus for revenue. Investors will need to monitor the company's execution on its 2026 targets.
Repay Holdings (NASDAQ: RPAY) removes 9,166,652 convertible-linked shares from registration
Repay Holdings Corporation (NASDAQ: RPAY) has removed 9,166,652 shares of Class A common stock from registration, which were originally slated for issuance upon conversion of its 0.00% Convertible Senior Notes due 2026. The company terminated all offerings under the Form S-3 Registration Statement No. 333-285509, ensuring no securities remain registered under that statement. This action was taken through a post-effective amendment as of March 6, 2026.
Repay Holdings Corp. Hits New 52-Week Low at $2.77
Repay Holdings Corp. has reached a new 52-week low of $2.77, marking a 74.02% decline in its stock price over the past year. The company, operating in the miscellaneous industry with a market cap of USD 567 million, shows low returns on equity and a debt-to-equity ratio of 0.48. Its financial performance has been challenged by declining net sales and consistent underperformance compared to market benchmarks.
Repay Holdings sets 2026 executive bonus plan tied to financial goals
Repay Holdings Corp (NASDAQ:RPAY) has announced its Compensation Committee approved the terms for the company's 2026 annual cash bonus program for executive officers. This plan, effective from January 1 to December 31, 2026, ties 75% of the bonus to company financial performance, primarily Adjusted EBITDA, and 25% to individual performance goals. The bonus structure includes a tiered payout system based on achievement of minimum, target, and maximum performance goals.
Pacific Ridge Capital Partners LLC Buys New Stake in Repay Holdings Corporation $RPAY
Pacific Ridge Capital Partners LLC significantly increased its stake in Repay Holdings Corporation (NASDAQ:RPAY) during the third quarter, acquiring 617,474 shares valued at approximately $3.23 million, giving them 0.68% ownership of the company. This move is part of a broader trend of institutional investment, with hedge funds and other institutional investors collectively owning about 82.73% of Repay's stock. Despite mixed analyst ratings, with an average "Hold" consensus and a price target of $6.92, other institutional investors like Focus Partners Advisor Solutions LLC and EverSource Wealth Advisors LLC also adjusted their holdings.
Repay Holdings sets 2026 executive bonus plan tied to financial goals
Repay Holdings Corp (RPAY) has established its 2026 annual cash bonus program for executive officers, with target levels ranging from 50% to 100% of their base salary. The bonuses will be 75% dependent on company financial performance, primarily Adjusted EBITDA, and 25% on individual goals. The structure includes thresholds for earning bonuses, with a maximum payout of 200% for exceeding performance goals.
Repay Holdings (NASDAQ: RPAY) president has shares withheld for taxes
Repay Holdings' president and director, Alias Shaler, reported two tax-withholding dispositions of Class A common stock totaling 8,024 shares. These shares were withheld by the issuer on February 19 and February 23, 2026, to cover Shaler's tax liabilities related to the vesting of restricted shares. Following these transactions, Shaler directly holds 549,720 shares and indirectly holds an additional 264,990 shares through a limited liability company.
Repay Holdings (RPAY) CTO reports tax-withholding share dispositions
Repay Holdings Corp's Chief Technology Officer, David M. Guthrie, reported routine share dispositions to cover tax liabilities from restricted stock vesting. He had 6,451 shares and 2,110 shares of Class A common stock withheld on February 19 and February 23, respectively, at prices of $3.14 and $3.06 per share. After these transactions, Guthrie directly owns 263,883 Class A shares.
Repay Holdings (RPAY) insider reports tax-related share withholdings
Repay Holdings Corp General Counsel Tyler B. Dempsey reported two tax-related share dispositions of Class A Common Stock. These transactions, occurring on February 19 and February 23, involved a total of 7,710 shares withheld to cover tax liabilities upon the vesting of restricted stock, not open-market sales. After these withholdings, Dempsey directly owns 327,694 shares of RPAY Class A Common Stock.
Repay Holdings Corp (RPAY) CAO shares withheld to cover taxes
Repay Holdings Corp's Chief Accounting Officer, Thomas Eugene Sullivan, had 4,200 shares of Class A common stock withheld to cover tax liabilities arising from the vesting of previously reported restricted stock. These transactions occurred at prices of $3.14 and $3.06 per share. Following these withholdings, Sullivan directly holds 165,306 shares of RPAY.
American Century reports 4.6% stake in Repay Holdings (RPAY)
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research have collectively reported a 4.6% beneficial ownership stake in Repay Holdings Corporation (RPAY). This ownership translates to 3,971,655 shares of Class A common stock as of December 31, 2025. The entities have sole voting power over 3,843,327 shares and sole dispositive power over all 3,971,655 shares, asserting that the acquisition is for ordinary course of business and not to influence company control.
