Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,255,528
+$8,595,683 QoQ
Shares Held
3,365,534
+146.9% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MARSHALL WACE, LLP holds $3,374,792,798 across 87 Software - Infrastructure names. PAYO ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,370,398 | $1,247,620,226 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,957,372 | $432,604,375 | |
| 3 | NET |
Cloudflare, Inc.
|
986,607 | $203,576,486 | |
| 4 | RELY |
Remitly Global, Inc.
|
6,399,375 | $100,278,205 | |
| 5 | SNPS |
Synopsys Inc
|
237,917 | $94,329,331 | |
| 6 | PANW |
Palo Alto Networks Inc
|
575,068 | $92,194,901 | |
| 7 | ORCL |
Oracle Corp
|
588,225 | $86,533,778 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
1,916,672 | $83,816,065 |
All Filings in PAYO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,255,528 | 3,365,534 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,659,845 | 1,362,962 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,435,675 | 402,591 | Shares | Other | 2025-11-13 | |
| 2025-03-31 | $392,326 | 53,670 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,523,684 | 749,371 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,935,548 | 257,045 | Shares | Other | 2024-11-14 | |
| 2023-09-30 | $246,795 | 40,326 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $123,794 | 25,737 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,141,735 | 181,805 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $12,677,472 | 2,095,450 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,359,910 | 346,916 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||