Position in PAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,240,743
-$7,195,357 QoQ
Shares Held
92,746
-75.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 182 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. PAY ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in PAY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,743 | 92,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,436,100 | 371,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,116,740 | 193,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,240,517 | 138,579 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,977,553 | 121,452 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,447,140 | 55,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,035,631 | 92,918 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,451,610 | 72,508 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $600,400 | 31,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,912,183 | 84,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $816,033 | 45,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $182,600 | 11,000 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $204,187 | 23,046 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $648,089 | 80,910 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,379 | 33,681 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,520,583 | 61,712 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $884,660 | 24,920 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||