
The Payments Corner
Decifrando a stack de pagamentosInsider activity.
The people who run these companies vote with their own money. This reads their open-market trades over the last six months — net buying or selling, and how much. Insiders sell for a hundred reasons but buy for one, so a net-buying name is the signal worth a second look; grants and option exercises are excluded as compensation, not conviction.
Insider conviction · 7 net buyers of 42
| Name | Signal | Net (open-market, 6mo) | Buys / Sells | Last buy |
|---|---|---|---|---|
| FOURShift4 Payments | Buying | +$15.9M | 2 / 0 | 2026-05-12 |
| KLARKlarna | Buying | +$9.9M | 1 / 0 | 2026-08-26 |
| FISVFiserv | Buying | +$2.1M | 6 / 0 | 2026-08-07 |
| UPSTUpstart | Buying | +$2.1M | 4 / 22 | 2026-09-10 |
| MELIMercado Libre | Buying | +$1.2M | 3 / 0 | 2026-06-11 |
| EEFTEuronet Worldwide | Buying | +$231K | 2 / 1 | 2026-08-07 |
| FISFidelity National Info Services | Buying | +$115K | 2 / 0 | 2026-10-15 |
| MQMarqeta | Selling | −$55K | 0 / 3 | — |
| TBBKBancorp | Selling | −$71K | 4 / 2 | 2026-05-04 |
| STNEStoneCo | Selling | −$93K | 2 / 2 | 2026-05-15 |
| WUWestern Union | Selling | −$184K | 0 / 3 | — |
| CCitigroup | Selling | −$265K | 0 / 1 | — |
| SYFSynchrony Financial | Selling | −$847K | 0 / 4 | — |
| PYPLPayPal | Selling | −$848K | 0 / 11 | — |
| SOFISoFi Technologies | Selling | −$1.0M | 0 / 5 | — |
| WSEWise | Selling | −$1.3M | 0 / 2 | — |
| FICOFair Isaac | Selling | −$1.4M | 0 / 1 | — |
| BFHBread Financial Holdings | Selling | −$1.6M | 2 / 4 | 2026-09-14 |
| PGYPagaya Technologies | Selling | −$2.3M | 2 / 19 | 2026-06-24 |
| AXPAmerican Express | Selling | −$5.4M | 0 / 2 | — |
| TOSTToast | Selling | −$5.5M | 0 / 10 | — |
| PAYPaymentus Holdings | Selling | −$5.8M | 0 / 12 | — |
| NUNu Holdings (Nubank) | Selling | −$6.3M | 0 / 6 | — |
| PAGSPagSeguro Digital | Selling | −$6.6M | 0 / 11 | — |
| BACBank of America | Selling | −$6.7M | 0 / 1 | — |
| USBU.S. Bancorp | Selling | −$7.4M | 0 / 4 | — |
| HAPNHappen | Selling | −$8.3M | 0 / 19 | — |
| COFCapital One | Selling | −$11.2M | 0 / 24 | — |
| JPMJPMorgan Chase | Selling | −$15.5M | 0 / 11 | — |
| DLOdLocal | Selling | −$16.0M | 1 / 4 | 2026-05-29 |
| AFRMAffirm | Selling | −$16.7M | 0 / 10 | — |
| SEZLSezzle | Selling | −$17.5M | 2 / 38 | 2026-09-18 |
| CRCLCircle Internet Group | Selling | −$19.0M | 0 / 36 | — |
| FLYWFlywire | Selling | −$19.8M | 0 / 34 | — |
| XYZBlock | Selling | −$22.1M | 0 / 50 | — |
| COINCoinbase | Selling | −$22.9M | 0 / 29 | — |
| RELYRemitly | Selling | −$30.8M | 0 / 31 | — |
| VVisa | Selling | −$43.3M | 0 / 12 | — |
| MAMastercard | Selling | −$50.6M | 0 / 42 | — |
| CPAYCorpay (Fleetcor) | Selling | −$113.4M | 0 / 36 | — |
| HOODRobinhood | Selling | −$119.3M | 0 / 32 | — |
| CHYMChime Financial | Selling | −$164.5M | 0 / 42 | — |
Open-market purchases (SEC Form-4 code P) and sales (code S) over the trailing 180 days, from Finnhub. “Net” is purchase value minus sale value; grants (A), option exercises (M), and gifts (G) are excluded. A name appears when it has at least one open-market transaction in the window. Editorial only; not investment advice.
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