Position in PAYO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$930,769
-$184,115 QoQ
Shares Held
192,706
-2.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Thrivent Financial for Lutherans holds $1,823,492,058 across 42 Software - Infrastructure names. PAYO ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,607,045 | $1,335,219,845 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,633,363 | $238,928,338 | |
| 3 | ORCL |
Oracle Corp
|
424,245 | $62,410,680 | |
| 4 | FTNT |
Fortinet, Inc.
|
466,647 | $38,134,392 | |
| 5 | PANW |
Palo Alto Networks Inc
|
105,991 | $16,992,476 | |
| 6 | SNPS |
Synopsys Inc
|
40,032 | $15,871,886 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
163,283 | $14,006,414 | |
| 8 | VRSN |
Verisign Inc/Ca
|
49,305 | $12,245,389 |
All Filings in PAYO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $930,769 | 192,706 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,114,884 | 198,378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,273,851 | 210,554 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,311,624 | 191,478 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $1,378,636 | 188,596 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $1,992,578 | 198,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,496,549 | 198,745 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,165,012 | 210,291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,098,311 | 225,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,209,381 | 232,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,447,802 | 236,569 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $943,452 | 196,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,242,290 | 197,817 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,119,982 | 204,750 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||