Position in GEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$176,719
+$43,026 QoQ
Shares Held
7,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEN 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. GEN ranks #8 (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.
This page
|
7,100 | $176,719 |
All Filings in GEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,719 | 7,100 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $133,693 | 7,100 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $193,049 | 7,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $201,569 | 7,100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $208,740 | 7,100 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $188,434 | 7,100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $238,206 | 8,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $238,778 | 8,705 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $292,266 | 11,700 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $288,960 | 12,900 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $294,378 | 12,900 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $228,072 | 12,900 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $239,295 | 12,900 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $221,364 | 12,900 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $277,797 | 12,963 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $259,806 | 12,900 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $283,284 | 12,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $342,108 | 12,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $335,142 | 12,900 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $326,370 | 12,900 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $351,138 | 12,900 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $276,443 | 13,003 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $288,842 | 13,900 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $289,676 | 13,900 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $275,637 | 13,900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $260,069 | 13,900 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||