Position in PAYO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,372,254
-$4,571,150 QoQ
Shares Held
4,546,665
-40.6% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 300 holders
Holding Since
Sep 2022
16 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, 2026AMERICAN CENTURY COMPANIES INC holds $11,079,125,307 across 70 Software - Infrastructure names. PAYO ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,512,326 | $5,413,387,844 | |
| 2 | NET |
Cloudflare, Inc.
|
4,286,156 | $1,051,308,343 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,145,531 | $600,329,101 | |
| 4 | SNPS |
Synopsys Inc
|
1,251,126 | $558,089,774 | |
| 5 | ORCL |
Oracle Corp
|
2,912,302 | $426,797,858 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,217,568 | $415,215,039 | |
| 7 | OKTA |
Okta, Inc.
|
2,924,665 | $399,070,539 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,665,728 | $317,795,916 |
All Filings in PAYO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,372,254 | 4,546,665 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $36,943,404 | 7,648,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $42,939,716 | 7,640,519 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $44,327,291 | 7,326,825 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $45,340,389 | 6,619,035 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $68,737,757 | 9,403,250 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $81,993,186 | 8,166,652 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $49,259,031 | 6,541,704 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,106,341 | 1,643,744 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,338,938 | 481,263 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,715,152 | 329,204 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,400,861 | 228,899 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $951,735 | 197,866 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $846,688 | 134,823 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $495,631 | 90,609 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $215,059 | 35,547 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||