Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,084,165
+$3,982,646 QoQ
Shares Held
845,583
+4581.0% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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 Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. PAYO ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in PAYO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,084,165 | 845,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,519 | 18,064 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,637,347 | 931,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,614,092 | 235,634 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $288,602 | 38,327 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,701,004 | 350,001 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $540,374 | 86,047 | Shares | Other | 2023-05-15 | |
| 2022-03-31 | $398,737 | 89,403 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $180,648 | 24,578 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $378,473 | 36,497 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||