Position in PAYO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,831,854
+$1,483,888 QoQ
Shares Held
257,283
+642.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#85
of 298 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sage Mountain Advisors LLC holds $12,339,210 across 6 Software - Infrastructure names. PAYO ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
42,527 | $6,532,997 | |
| 2 | MSFT |
Microsoft Corp
|
8,871 | $3,309,060 | |
| 3 | PAYO |
Payoneer Global Inc.
This page
|
257,283 | $1,831,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
731 | $249,285 | |
| 5 | ORCL |
Oracle Corp
|
1,432 | $209,859 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,767 | $206,155 |
All Filings in PAYO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,854 | 257,283 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $347,966 | 34,658 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||