Position in AI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,108
+$1,185 QoQ
Shares Held
1,002
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 316 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HM PAYSON & CO holds $412,368,993 across 23 Software - Infrastructure names. AI ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
948,625 | $353,856,097 | |
| 2 | ORCL |
Oracle Corp
|
325,784 | $47,743,645 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,161 | $4,488,163 | |
| 4 | WEX |
WEX Inc.
|
29,500 | $4,162,154 | |
| 5 | MDB |
MongoDB, Inc.
|
1,674 | $562,296 | |
| 6 | OKTA |
Okta, Inc.
|
2,450 | $334,302 | |
| 7 | NET |
Cloudflare, Inc.
|
1,139 | $279,373 | |
| 8 | GEN |
Gen Digital Inc.
|
7,100 | $176,719 |
All Filings in AI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,108 | 1,002 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,923 | 941 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,684 | 941 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,126 | 930 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,653 | 922 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $17,976 | 854 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $50,853 | 1,477 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,150 | 584 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,246 | 561 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,450 | 1,051 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $6,890 | 240 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,445 | 135 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,043 | 111 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||