Position in PAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$632,315
+$15,528 QoQ
Shares Held
26,172
+7.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 182 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. PAY ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in PAY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,315 | 26,172 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $616,787 | 24,283 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $704,803 | 22,311 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $607,776 | 19,862 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $436,884 | 13,340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $504,173 | 19,317 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $417,783 | 12,788 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $347,586 | 18,294 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||