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Equibles

Voleon Capital Management LP

Position in PAY — Paymentus Holdings, Inc.

CIK 1479847 BERKELEY, CA
Back to PAY Full portfolio

Position in PAY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$681,070
+$425,526 QoQ
Shares Held
28,190
+260.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 182 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority Sole 67% Shared 0% None 33%

Common Shares in PAY Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Voleon Capital Management LP holds $332,401,796 across 28 Software - Infrastructure names. PAY ranks #20 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 574,093 $214,148,170
2 FTNT
Fortinet, Inc.
 202,119 $31,049,520
3 GTLB
Gitlab Inc.
 465,939 $14,225,117
4 ZS
Zscaler, Inc.
 76,112 $10,743,208
5 PLTR
Palantir Technologies Inc.
 87,466 $10,204,658
6 VRSN
Verisign Inc/Ca
 39,674 $9,980,391
7 RBRK
Rubrik, Inc.
 107,273 $8,611,876
8 CRWV
CoreWeave, Inc.
 62,343 $6,205,622

All Filings in PAY

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $681,070 28,190
2024-12-31 $255,544 7,822