Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,689,924
+$27,939,582 QoQ
Shares Held
4,731,731
+297.4% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 300 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ALLIANCEBERNSTEIN L.P. holds $13,913,547,127 across 91 Software - Infrastructure names. PAYO ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,998,459 | $9,697,945,176 | |
| 2 | ORCL |
Oracle Corp
|
4,864,222 | $712,851,734 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,274,081 | $434,487,102 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,873,312 | $357,399,829 | |
| 5 | TOST |
Toast, Inc.
|
10,895,417 | $303,110,500 | |
| 6 | FFIV |
F5, Inc.
|
723,674 | $301,019,437 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,492,400 | $290,788,308 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
929,678 | $145,987,336 |
All Filings in PAYO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,689,924 | 4,731,731 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,750,342 | 1,190,547 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,039,156 | 896,647 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,801,177 | 1,454,740 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,943,244 | 867,627 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,158,872 | 842,527 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,638,401 | 760,797 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,854,847 | 644,734 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,741,748 | 314,395 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,445,485 | 297,425 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,916,555 | 367,861 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,209,332 | 361,002 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,409,771 | 500,992 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,519,734 | 241,996 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,475,231 | 269,695 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,380,501 | 228,182 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $893,344 | 227,894 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $1,358,368 | 184,812 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||