Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$985,112
+$597,979 QoQ
Shares Held
203,957
+196.1% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IEQ CAPITAL, LLC holds $1,011,343,362 across 59 Software - Infrastructure names. PAYO ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,291,717 | $478,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
541,408 | $79,197,161 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
631,133 | $61,600,158 | |
| 4 | FTNT |
Fortinet, Inc.
|
535,160 | $43,733,274 | |
| 5 | ORCL |
Oracle Corp
|
235,581 | $34,656,320 | |
| 6 | RBRK |
Rubrik, Inc.
|
689,846 | $33,781,757 | |
| 7 | VRSN |
Verisign Inc/Ca
|
130,622 | $32,441,279 | |
| 8 | S |
SentinelOne, Inc.
|
2,120,954 | $27,317,887 |
All Filings in PAYO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $985,112 | 203,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,133 | 68,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $836,854 | 138,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $853,153 | 124,548 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $631,473 | 86,385 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $697,157 | 69,438 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $522,868 | 69,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $384,686 | 69,438 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $337,468 | 69,438 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $361,771 | 69,438 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $424,960 | 69,438 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $333,996 | 69,438 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $436,070 | 69,438 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $379,825 | 69,438 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $420,099 | 69,438 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $272,196 | 69,438 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||