What smart money is saying about Adyen NV
4 funds in our archive have pitched Adyen NV — most recently Guinness Global Quality Mid Cap in March 2026.
Adyen N.V. provides a global payment processing platform, reaching clients across Europe, the Middle East, Africa, North America, Asia Pacific, and Latin America. This integrated system offers a complete payments stack, incorporating gateway services, robust risk management, transaction processing, card issuing, acquiring, and settlement. It delivers the essential back-end infrastructure for authorizing payments across all merchant sales channels, including online, mobile, in-store, and via APIs, while also providing valuable data insights. The platform supports a wide range of businesses across diverse industries, connecting them directly to major networks like Visa and Mastercard, alongside other payment methods. Established in 2006, Adyen N.V. is headquartered in Amsterdam, the Netherlands.
Fund coverage · 4 theses
- Guinness Global Quality Mid CapMarch 2026
Adyen NV is a network-agnostic, end-to-end payments platform with strong merchant-led growth and an attractive entry point after a de-rating.
Read the full thesis - Lakehouse Global Growth FundFebruary 2026
Adyen is a unified global payments platform gaining share with superior economics, data-driven AI features, and an attractive low valuation.
Read the full thesis - Generation Investment ManagementDecember 2025
Adyen is a differentiated global payments platform with a unified modern stack, scale, and long-term culture that create durable moats, improving performance, and a long runway across omni-commerce and embedded finance.
Read the full thesis - Baron International GrowthMarch 2025
Adyen is a Netherlands-based electronic payments platform with a unified technology stack, organic growth, and strong recurring revenues, positioned for significant earnings growth in the expanding digital payment market.
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