Position in PAYO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$983,503
-$164,938 QoQ
Shares Held
203,624
-0.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $1,658,997,565 across 39 Software - Infrastructure names. PAYO ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,965,156 | $1,097,611,796 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,412,721 | $206,652,827 | |
| 3 | NTAP |
NetApp, Inc.
|
469,507 | $48,072,821 | |
| 4 | FFIV |
F5, Inc.
|
165,467 | $47,874,567 | |
| 5 | PANW |
Palo Alto Networks Inc
|
222,077 | $35,603,384 | |
| 6 | XYZ |
Block, Inc.
|
563,240 | $33,895,783 | |
| 7 | ZS |
Zscaler, Inc.
|
197,498 | $27,706,994 | |
| 8 | NET |
Cloudflare, Inc.
|
113,163 | $23,350,053 |
All Filings in PAYO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,503 | 203,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,148,441 | 204,349 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $628,135 | 103,824 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||