Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,397,126
+$1,414,244 QoQ
Shares Held
617,574
0.0% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 300 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,567,244,299 across 12 Software - Infrastructure names. PAYO ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,345,361 | $1,620,906,560 | |
| 2 | ORCL |
Oracle Corp
|
3,772,494 | $552,858,995 | |
| 3 | SNPS |
Synopsys Inc
|
859,147 | $383,239,702 | |
| 4 | PAYO |
Payoneer Global Inc.
This page
|
617,574 | $4,397,126 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7,602 | $2,592,434 | |
| 6 | DOX |
Amdocs Ltd
|
17,335 | $876,110 | |
| 7 | GEN |
Gen Digital Inc.
|
24,200 | $602,338 | |
| 8 | OKTA |
Okta, Inc.
|
3,665 | $500,089 |
All Filings in PAYO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,397,126 | 617,574 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||