Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,982,882
-$487,883 QoQ
Shares Held
617,574
0.0% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $2,541,248,803 across 11 Software - Infrastructure names. PAYO ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,371,164 | $1,618,073,777 | |
| 2 | ORCL |
Oracle Corp
|
3,940,029 | $579,617,666 | |
| 3 | SNPS |
Synopsys Inc
|
848,592 | $336,449,756 | |
| 4 | PAYO |
Payoneer Global Inc.
This page
|
617,574 | $2,982,882 | |
| 5 | DOX |
Amdocs Ltd
|
18,556 | $1,210,964 | |
| 6 | PANW |
Palo Alto Networks Inc
|
7,303 | $1,170,816 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,449 | $650,799 | |
| 8 | GEN |
Gen Digital Inc.
|
24,200 | $455,686 |
All Filings in PAYO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,982,882 | 617,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,470,765 | 617,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,736,322 | 617,574 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,230,381 | 617,574 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,514,465 | 617,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,200,442 | 617,574 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,650,332 | 617,574 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||