Position in PAYO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,375,992
+$2,627,983 QoQ
Shares Held
2,019,100
-17.0% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 300 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $3,402,137,700 across 76 Software - Infrastructure names. PAYO ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
7,568,370 | $883,001,727 | |
| 2 | VRSN |
Verisign Inc/Ca
|
2,449,771 | $616,264,392 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,995,840 | $571,561,334 | |
| 4 | DBX |
Dropbox, Inc.
|
7,213,667 | $198,159,432 | |
| 5 | NTNX |
Nutanix, Inc.
|
2,258,696 | $115,103,148 | |
| 6 | BB |
BLACKBERRY Ltd
|
8,194,243 | $103,657,173 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
3,319,363 | $84,942,499 | |
| 8 | ATEN |
A10 Networks, Inc.
|
1,520,287 | $56,797,922 |
All Filings in PAYO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,375,992 | 2,019,100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,748,009 | 2,432,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,908,371 | 3,008,607 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,574,905 | 3,566,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,654,320 | 3,307,200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,006,819 | 4,104,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,468,052 | 5,126,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $33,440,014 | 4,440,905 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,081,543 | 3,444,322 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,177,106 | 2,917,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,632,084 | 3,000,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,994,024 | 2,940,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,283,838 | 4,009,114 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,184,441 | 3,214,083 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,790,799 | 2,521,170 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,121,090 | 3,325,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,722,768 | 2,735,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,819,413 | 2,874,308 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||