Position in PAYO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,619,676
+$9,137,104 QoQ
Shares Held
4,721,865
-6.8% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 300 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. PAYO ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in PAYO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,619,676 | 4,721,865 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,482,572 | 5,068,856 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,410,797 | 6,300,854 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $35,868,190 | 5,928,627 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $36,716,272 | 5,360,040 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $40,792,771 | 5,580,407 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $57,143,449 | 5,691,579 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $41,674,736 | 5,534,494 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,202,495 | 3,105,144 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $24,796,615 | 5,102,185 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $10,906,360 | 2,093,352 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $30,498,969 | 4,983,492 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,924,661 | 4,973,943 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,926,278 | 2,058,325 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,866,049 | 1,803,666 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,980,554 | 1,153,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,774,416 | 452,658 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $850,394 | 190,672 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $693,110 | 94,301 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,598,832 | 186,998 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,253,171 | 120,846 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||