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Smartpay Holdings (ASX:SMP), a payments terminal provider, agreed to be acquired by Shift4 Payments. In June 2025, Tamim reported Smartpay entered a scheme implementation agreement with Shift4, which will acquire all shares, and Oracle increased its position while it traded at a 20% discount to Shift4's NZ$1.20 offer. Jencay described Smartpay as the leading operator of card payment terminals in New Zealand and a challenger in merchant acquiring in Australia, and Airlie called it an independent, full-service payment solutions provider. Smartpay operates in the Information Technology sector within the IT Services industry, and Thesis Tracker has captured 20 comments from 9 fund managers, including Tamim, Oracle, Jencay and Airlie. Founded in 1986 and headquartered in Auckland, Smartpay provides EFTPOS terminals, merchant acquiring and payment processing services to small and medium businesses in New Zealand and Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including DMX Asset Management, Monash Investors, Jencay Capital, Ausbil Investment Management, Oracle Advisory Group, Airlie Funds Management, Milford Asset Management, Wilson Asset Management and Tamim Funds Management have invested in Smartpay Holdings Ltd (ASX:SMP).
Managers highlight Shift4's NZ$1.20 per share takeover and Smartpay's leading position in NZ terminals and growing Australian acquiring business, with Oracle buying at a discount to the offer.
The available commentary centres on deal completion risk, as the shares traded at a discount to the offer price.
Smartpay Holdings Limited (SMP) is a merchant services provider offering payment processing and technology products and services to merchants in New Zealand and Australia. The company supports businesses with payment solutions and related technology services, serving the New Zealand and Australian merchant market.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.