Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,787,370
-$5,320,736 QoQ
Shares Held
812,833
-64.7% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 300 holders
Holding Since
Sep 2021
19 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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. PAYO ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in PAYO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,787,370 | 812,833 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||