Position in PAY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,748,016
+$9,674,548 QoQ
Shares Held
651,822
+172.6% QoQ
Ownership
0.518%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 182 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PAY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. PAY ranks #70 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in PAY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,748,016 | 651,822 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,073,468 | 239,113 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,829,692 | 216,198 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,093,252 | 199,126 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,225,879 | 251,172 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,770,055 | 221,075 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,142,374 | 494,104 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,080,314 | 153,862 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,719,079 | 195,741 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,910,062 | 259,783 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,374,264 | 188,823 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,654,303 | 159,898 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $315,584 | 29,885 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $307,297 | 34,684 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $365,068 | 45,577 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $299,731 | 30,837 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $733,463 | 54,859 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $735,605 | 34,896 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $124,283 | 3,553 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $41,616 | 1,689 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $206,184 | 5,808 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||