Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,373,363
-$6,900,341 QoQ
Shares Held
2,561,773
-25.3% QoQ
Ownership
0.765%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $5,035,455,414 across 84 Software - Infrastructure names. PAYO ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,167,970 | $2,283,197,454 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,898,671 | $570,297,593 | |
| 3 | ORCL |
Oracle Corp
|
2,073,332 | $305,007,869 | |
| 4 | NET |
Cloudflare, Inc.
|
1,287,246 | $265,610,339 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,867,337 | $234,318,779 | |
| 6 | MDB |
MongoDB, Inc.
|
931,570 | $228,020,388 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,814,468 | $177,096,612 | |
| 8 | GDDY |
GoDaddy Inc.
|
1,942,980 | $160,626,156 |
All Filings in PAYO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,373,363 | 2,561,773 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,273,704 | 3,429,485 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,366,517 | 1,713,474 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,526,489 | 1,244,743 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,321,176 | 864,730 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,899,153 | 2,081,589 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,345,339 | 178,664 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $782,968 | 141,330 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,827,629 | 787,578 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,180,858 | 1,762,161 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,523,794 | 1,882,973 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,900,418 | 2,058,299 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,688,990 | 1,065,126 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,064,025 | 1,108,597 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,925,326 | 2,962,864 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,063,223 | 2,312,047 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,895,941 | 2,218,821 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,145,297 | 563,986 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||