Position in PAYO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,482,572
-$10,928,225 QoQ
Shares Held
5,068,856
-19.6% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. PAYO ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in PAYO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||