Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,793,406
+$635,458 QoQ
Shares Held
251,883
+5.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 300 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $19,012,466,476 across 128 Software - Infrastructure names. PAYO ranks #62 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,423,086 | $12,467,479,537 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,968,975 | $2,035,539,852 | |
| 3 | ORCL |
Oracle Corp
|
7,764,519 | $1,137,890,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,656,584 | $1,079,191,376 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,923,902 | $574,471,643 | |
| 6 | NET |
Cloudflare, Inc.
|
714,505 | $175,253,784 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,484,068 | $147,724,127 | |
| 8 | SNPS |
Synopsys Inc
|
319,137 | $142,357,439 |
All Filings in PAYO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,406 | 251,883 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,157,948 | 239,741 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,501,107 | 445,037 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,035,381 | 336,427 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,152,584 | 314,246 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,306,940 | 315,587 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,449,132 | 144,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $737,307 | 97,916 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,326,285 | 239,402 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,085,111 | 223,274 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,109,307 | 212,919 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,232,659 | 201,415 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,668,680 | 1,178,520 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $360,459 | 57,398 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,965 | 11,511 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,378 | 7,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,142 | 6,414 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,380 | 1,655 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,134 | 1,651 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,090 | 1,648 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,387 | 1,966 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||