Position in PAYO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,471,222
+$15,939,587 QoQ
Shares Held
7,088,655
-0.8% QoQ
Ownership
2.09%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 300 holders
Holding Since
Jun 2021
21 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,791,875,778 across 147 Software - Infrastructure names. PAYO ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in PAYO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,471,222 | 7,088,655 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $34,531,635 | 7,149,407 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,146,435 | 6,965,558 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $44,256,076 | 7,315,054 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $48,348,189 | 7,058,130 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $49,941,298 | 6,831,915 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $68,044,864 | 6,777,377 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $49,857,071 | 6,621,125 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,927,412 | 6,665,598 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $30,506,963 | 6,277,153 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,169,580 | 5,982,645 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $34,594,309 | 5,652,665 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,587,513 | 4,903,849 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,928,832 | 4,128,795 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,726,478 | 3,971,934 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,479,553 | 3,880,918 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,800,555 | 3,775,652 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,061,051 | 2,031,626 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,624,780 | 1,989,766 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,307,894 | 1,790,397 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $472,239 | 45,539 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||