Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,108,106
+$1,800,307 QoQ
Shares Held
2,299,815
+38.9% QoQ
Ownership
0.687%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. PAYO ranks #39 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 6 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 7 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 | |
| 8 | VRSN |
Verisign Inc/Ca
|
458,482 | $113,868,589 |
All Filings in PAYO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,108,106 | 2,299,815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,307,799 | 1,656,192 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,091,259 | 1,833,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,676,692 | 1,850,612 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,740,220 | 2,153,245 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,701,580 | 2,659,520 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,570,736 | 2,200,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,015,665 | 2,710,409 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,014,639 | 3,089,432 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,886,046 | 3,624,961 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,223,097 | 3,141,029 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,743,307 | 2,441,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,449,245 | 1,982,364 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,604,006 | 841,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,482,715 | 1,567,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,540,018 | 647,964 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,657,468 | 595,845 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $151,061 | 17,668 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||