Position in PAYO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,696,582
-$477,369 QoQ
Shares Held
765,338
+3.0% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026RHUMBLINE ADVISERS holds $7,200,999,211 across 95 Software - Infrastructure names. PAYO ranks #48 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,999,925 | $4,812,182,237 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,879,015 | $567,422,314 | |
| 3 | ORCL |
Oracle Corp
|
3,068,468 | $451,402,327 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,389,174 | $222,712,375 | |
| 5 | SNPS |
Synopsys Inc
|
337,955 | $133,992,398 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,171,056 | $95,698,696 | |
| 7 | NET |
Cloudflare, Inc.
|
398,589 | $82,244,854 | |
| 8 | VRSN |
Verisign Inc/Ca
|
312,311 | $77,565,559 |
All Filings in PAYO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,696,582 | 765,338 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,173,951 | 742,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,694,340 | 775,924 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,094,091 | 743,663 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,272,995 | 721,340 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $7,325,535 | 729,635 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $5,638,479 | 748,802 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,256,575 | 768,335 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,635,464 | 748,038 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,891,661 | 746,960 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,537,771 | 741,466 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,511,752 | 730,094 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,859,461 | 614,564 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,164,548 | 578,528 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,635,502 | 270,331 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $969,525 | 247,328 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $51,843 | 11,624 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $85,436 | 11,624 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $99,385 | 11,624 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||