Position in CPAY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$199,622,332
+$20,959,595 QoQ
Shares Held
686,011
+15.5% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 87.82585118897511.ToString("F0")%
Shared 0.ToString("F0")%
None 12.174148811024896.ToString("F0")%
Common Shares in CPAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. CPAY ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in CPAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,622,332 | 686,011 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $178,662,737 | 593,702 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $210,560,908 | 730,962 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $244,351,576 | 736,398 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $229,889,122 | 659,237 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $226,179,954 | 668,341 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $165,489,756 | 529,127 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $128,846,259 | 483,639 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $147,921,781 | 479,425 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||