Group 1 - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 11.28% and a net return of 11.02% for Q2 2025, compared to the Russell 2000 Growth Index's return of 11.97% [1] - The fund's top five holdings were highlighted, indicating strong performance in the second quarter driven by global economic activity [1] - Paymentus Holdings, Inc. (NYSE:PAY) experienced a one-month return of -12.15% but gained 54.10% over the last 52 weeks, closing at $32.90 per share with a market capitalization of $4.121 billion on September 11, 2025 [2] Group 2 - Paymentus Holdings, Inc. advanced 25% during the quarter, reporting strong performance and raised guidance, with solid new business bookings, backlog, and pipeline [3] - In Q2 2025, Paymentus reported revenue of $280.1 million, a 41.9% year-over-year increase, and contribution profit of $93.5 million, up 22.3% [4] - The number of hedge funds holding Paymentus increased from 21 to 26 in the second quarter of 2025, indicating growing interest [4]
Paymentus Holdings (PAY) Rose Following Strong Results and Increased Guidance