InsidersTradesSigma
Follow the Repay Holdings Corp stock price and the full management transaction log of the company, a listed issuer based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, Repay Holdings Corp has recorded 272 insider filings. Market capitalisation: €364.7m. The latest transaction was reported on 4 August 2026 (Attribution). Among the most active insiders: Barnett Naomi. The full history is openly available.
272
Insider Decl.
n/a
Thresholds
€11m
19 ops.
Buy Volume
€2m
12 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Repay Holdings Corp Strong Buy (bullish), based on 5 analysts. Average price target: US$6.85.
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 19,843 of 29,062 companies
39.7
score / 100
Value46
Quality33
FCF yld15%
Earn yld-78%
EV/EBITDA·
ROE-32%
Gross mgn75%
Net mgn-83%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 4 August 2026
Declarations272 total
42,500 shares0Class A Common StockSEC:0001193125-26-333102:0
174,779 shares@ US$2.925.7% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041950:0
Canonical exit: 23 Jun 2026 (T+90)
484,720 shares@ US$2.5713.9% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041960:1
Canonical exit: 7 Jul 2026 (T+90)
78,991 shares@ US$2.682.4% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041960:2
Canonical exit: 8 Jul 2026 (T+90)
287,200 shares@ US$3.049.8% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041950:1
Canonical exit: 24 Jun 2026 (T+90)
180,858 shares@ US$3.056.2% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041950:2
Canonical exit: 25 Jun 2026 (T+90)
488,391 shares@ US$2.5413.9% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041953:0
Canonical exit: 30 Jun 2026 (T+90)
461,609 shares@ US$2.5313.1% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041953:1
Canonical exit: 1 Jul 2026 (T+90)
350,000 shares@ US$2.429.4% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041960:0
Canonical exit: 6 Jul 2026 (T+90)
350,000 shares@ US$2.429.4% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041600:0
Canonical exit: 6 Jul 2026 (T+90)
484,720 shares@ US$2.5713.9% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041600:1
Canonical exit: 7 Jul 2026 (T+90)
78,991 shares@ US$2.682.4% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-041600:2
Canonical exit: 8 Jul 2026 (T+90)
174,779 shares@ US$2.925.4% of flowClass A Common Stock, $0.0001 par value per shareSEC:0001104659-26-036290:0
Canonical exit: 23 Jun 2026 (T+90)
4,670 shares@ US$2.652.5% of flowClass A Common StockSEC:0001193125-26-119925:0
3,313 shares@ US$2.652.4% of flowClass A Common StockSEC:0001193125-26-119923:0
5,723 shares@ US$2.651.8% of flowClass A Common StockSEC:0001193125-26-119918:0
6,627 shares@ US$2.656.6% of flowClass A Common StockSEC:0001193125-26-119915:0
51,905 shares@ US$2.655.7% of flowClass A Common StockSEC:0001193125-26-119913:0
91,549 shares0Class A Common StockSEC:0001193125-26-105111:0
128,961 shares0Class A Common StockSEC:0001193125-26-105109:0
176,056 shares0Class A Common StockSEC:0001193125-26-105108:0
207,570 shares0Class A Common StockSEC:0001193125-26-105107:0
968,309 shares0Class A Common StockSEC:0001193125-26-105104:0
193,661 shares0Class A Common StockSEC:0001193125-26-105105:0
3,624 shares@ US$3.032.1% of flowClass A Common StockSEC:0001193125-26-098586:0
25 of 272 declarations
关于 Repay Holdings Corp
Repay Holdings Corp. (NASDAQ: RPAY) 是一家总部位于美国佐治亚州亚特兰大的综合支付公司。该业务专注于电子支付基础设施，而非仅仅是传统的卡片处理，其模式围绕嵌入式支付、自动化和专业垂直工作流程构建。REPAY 服务于数字支付普及仍有增长空间的行业，这支持了其作为利基支付平台的定位，该平台兼具软件特性和交易驱动型经济效益。（[investors.repay.com](https://investors.repay.com/sec-filings/sec-filing/10-k/0000950170-25-030855/?utm_source=openai)） 该公司的当前公司结构可追溯到 2019 年 7 月，当时 Thunder Bridge Acquisition, Ltd. 完成了与 Hawk Parent Holdings 的业务合并，并更名为 Repay Holdings Corporation。自那时起，REPAY 采取了以整合为主导的战略，利用收购来拓宽其产品范围、深化软件集成并将其业务扩展到相邻的支付用例。这段历史对投资者很重要，因为它解释了公司多元化的产品基础以及其对集成和交叉销售的重视。（[investors.repay.com](https://investors.repay.com/node/8861/html?utm_source=openai)） REPAY 报告了两个运营部门：消费者支付和商业支付。消费者支付提供借记卡和信用卡处理、ACH 处理、其他电子支付接收解决方案、贷款发放产品以及清算和结算服务。商业支付提供应付账款自动化、借记卡和信用卡处理、虚拟卡支付、ACH 处理以及其他电子支付接收解决方案，帮助企业更有效地收款或付款。这种组合使 REPAY 能够接触到面向消费者和 B2B 的支付流，同时将其与应付账款和应收账款的自动化趋势联系起来。（[investors.repay.com](https://investors.repay.com/news-releases/news-release-details/repay-reports-third-quarter-2024-financial-results/?utm_source=openai)） 竞争差异化来自于 REPAY 的垂直专业化及其集成足迹。该公司表示，它与软件提供商进行了大约 280 次集成，这在嵌入式支付中是一个显著优势，因为它有助于平台在客户工作流程中保持粘性。REPAY 的客户群集中在北美，其解决方案应用于汽车金融、个人金融、信用合作社、抵押贷款、应收账款管理和商业支付。对于投资者而言，关键的启示是 REPAY 不是一个广泛、无差异化的支付处理器；它是一个围绕特定终端市场和经常性软件连接支付用例构建的专业平台。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1720592/000095017025061043/rpay-2025-ars.pdf?utm_source=openai)） 公司近期发展集中在产品扩展、执行纪律和资本配置。REPAY 最近增加了 PayPal 和 Venmo，以拓宽多个垂直领域的消费者支付选择，而 2025 年和 2026 年的更新强调了自由现金流的产生、通过可转换票据赎回减少债务以及股票回购。该公司还在 2026 年更新了消费者支付部门的领导层，这表明在努力平衡增长、利润纪律和整合驱动型扩张时，持续的运营重点。总体而言，RPAY 仍然是一家在美国纳斯达克上市的支付公司，具有专业的垂直模型、收购驱动型增长的历史以及持续推动从纸质支付向数字支付转变的努力。（[investors.repay.com](https://investors.repay.com/news-releases/news-release-details/repay-introduces-paypal-and-venmo-expand-customer-choice?utm_source=openai)）
