Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,700,016
+$9,094,482 QoQ
Shares Held
2,064,609
+107.0% QoQ
Ownership
0.609%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 300 holders
Holding Since
Dec 2021
11 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, 2026Qube Research & Technologies Ltd holds $2,908,710,427 across 53 Software - Infrastructure names. PAYO ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,573,414 | $586,914,890 | |
| 2 | ORCL |
Oracle Corp
|
2,386,226 | $349,701,420 | |
| 3 | MDB |
MongoDB, Inc.
|
525,212 | $176,418,710 | |
| 4 | TWLO |
Twilio Inc
|
854,257 | $176,258,846 | |
| 5 | GDDY |
GoDaddy Inc.
|
2,031,331 | $172,419,375 | |
| 6 | SNPS |
Synopsys Inc
|
375,441 | $167,472,966 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
868,260 | $165,650,984 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
1,308,862 | $152,704,929 |
All Filings in PAYO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,700,016 | 2,064,609 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $5,605,534 | 997,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,410,638 | 1,224,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,016,959 | 1,170,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,005,602 | 547,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,601,353 | 259,099 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $260,335 | 46,992 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,409,515 | 462,479 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $2,238,415 | 465,367 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $963,641 | 245,827 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $595,849 | 81,068 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||