Position in PAYO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,795,961
+$3,475,392 QoQ
Shares Held
992,953
+322.6% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $65,571,787,301 across 116 Software - Infrastructure names. PAYO ranks #65 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,128,999 | $47,059,341,549 | |
| 2 | ORCL |
Oracle Corp
|
32,492,417 | $4,779,959,454 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,553,535 | $3,152,851,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
13,469,336 | $2,159,403,936 | |
| 5 | CPAY |
Corpay, Inc.
|
4,821,440 | $1,402,990,817 | |
| 6 | NET |
Cloudflare, Inc.
|
5,902,745 | $1,217,972,395 | |
| 7 | TWLO |
Twilio Inc
|
9,373,200 | $1,179,336,017 | |
| 8 | SNPS |
Synopsys Inc
|
1,741,876 | $690,618,988 |
All Filings in PAYO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,795,961 | 992,953 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,320,569 | 234,977 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,861,259 | 638,225 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $1,913,223 | 279,303 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,425,772 | 1,015,838 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $11,669,531 | 1,162,304 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,701,470 | 225,959 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,980,903 | 357,564 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,290,728 | 677,105 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $2,193,559 | 421,029 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $2,032,886 | 332,171 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,198,840 | 872,940 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,337,215 | 531,404 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,930,865 | 352,992 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,515,823 | 1,076,996 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $864,162 | 220,450 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $263,357 | 59,049 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $391,349 | 53,245 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,650 | 3,000 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||