Position in PAYO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62,178,773
+$25,739,227 QoQ
Shares Held
8,732,974
+15.8% QoQ
Ownership
2.58%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 300 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 88%
Shared 8%
None 4%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $19,985,905,406 across 84 Software - Infrastructure names. PAYO ranks #35 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,610,857 | $11,418,461,876 | |
| 2 | ORCL |
Oracle Corp
|
8,911,911 | $1,306,040,554 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,285,254 | $658,300,717 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,960,053 | $462,019,381 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,310,622 | $446,948,312 | |
| 6 | NTAP |
NetApp, Inc.
|
2,220,548 | $343,652,007 | |
| 7 | AKAM |
Akamai Technologies Inc
|
2,597,753 | $307,080,379 | |
| 8 | TWLO |
Twilio Inc
|
1,435,153 | $296,115,117 |
All Filings in PAYO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,178,773 | 8,732,974 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $36,439,546 | 7,544,420 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $40,921,409 | 7,281,390 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,222,086 | 7,309,436 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $48,533,268 | 7,085,149 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,420,772 | 6,760,708 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,068,102 | 5,982,879 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $42,212,205 | 5,605,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,445,246 | 4,593,005 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,192,557 | 3,743,325 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,507,389 | 2,784,528 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,860,467 | 1,447,789 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||