Position in PAYO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,503,064
+$324,742 QoQ
Shares Held
518,233
+33.7% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026UBS Group AG holds $22,297,936,661 across 166 Software - Infrastructure names. PAYO ranks #85 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,034,656 | $12,228,438,602 | |
| 2 | ORCL |
Oracle Corp
|
13,422,069 | $1,974,520,563 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,255,352 | $1,323,498,029 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,776,822 | $991,313,517 | |
| 5 | SNPS |
Synopsys Inc
|
1,925,114 | $763,269,196 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
25,533,940 | $381,987,740 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,598,805 | $278,799,421 | |
| 8 | OKTA |
Okta, Inc.
|
3,401,070 | $267,698,217 |
All Filings in PAYO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,503,064 | 518,233 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,178,322 | 387,602 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,192,355 | 362,373 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,908,355 | 1,008,519 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,457,360 | 1,020,159 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,873,176 | 1,780,197 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,051,562 | 1,202,067 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $353,283 | 63,770 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,036,150 | 213,200 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $723,672 | 138,901 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $176,084 | 28,772 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,007,988 | 209,561 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $682,390 | 108,661 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $344,390 | 62,960 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $236,518 | 39,094 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $25,042 | 5,615 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $136,908 | 18,627 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $12,931 | 1,247 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||