Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,276,408
+$30,566,167 QoQ
Shares Held
5,656,799
+181.4% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
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, 2026MILLENNIUM MANAGEMENT LLC holds $4,333,338,859 across 103 Software - Infrastructure names. PAYO ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,240,904 | $1,581,942,010 | |
| 2 | ORCL |
Oracle Corp
|
2,258,042 | $330,916,055 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,746,866 | $203,806,856 | |
| 4 | FTNT |
Fortinet, Inc.
|
1,078,743 | $165,716,499 | |
| 5 | ZS |
Zscaler, Inc.
|
1,129,691 | $159,455,884 | |
| 6 | FFIV |
F5, Inc.
|
370,682 | $154,188,884 | |
| 7 | PANW |
Palo Alto Networks Inc
|
403,172 | $137,489,715 | |
| 8 | QLYS |
Qualys, Inc.
|
762,709 | $104,864,860 |
All Filings in PAYO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,276,408 | 5,656,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,710,241 | 2,010,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,279,350 | 4,676,041 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,733,535 | 6,898,105 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $67,159,968 | 9,804,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,100,521 | 7,537,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,496,893 | 6,523,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,963,418 | 6,502,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,472,648 | 6,764,016 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,035,639 | 5,768,650 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,163,233 | 6,365,304 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,582,019 | 7,121,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,891,346 | 10,164,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $46,226,659 | 7,360,933 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,592,665 | 5,044,363 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,914,808 | 5,936,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,393,170 | 2,396,217 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,847,687 | 2,432,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,767,179 | 2,009,140 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,919,229 | 1,511,021 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $81,864,450 | 7,894,354 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||