Position in PAYP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,903,046
-$3,132,679 QoQ
Shares Held
1,528,475
+30.3% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 47 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $845,460,465 across 8 Software - Infrastructure names. PAYP ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,975,459 | $736,885,716 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
|
656,410 | $56,871,361 | |
| 3 | PAYP |
PayPay Corp
This page
|
1,528,475 | $21,903,046 | |
| 4 | ACIW |
Aci Worldwide, Inc.
|
346,593 | $17,430,161 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
42,872 | $6,732,190 | |
| 6 | RBRK |
Rubrik, Inc.
|
44,268 | $3,553,835 | |
| 7 | TOST |
Toast, Inc.
|
66,440 | $1,848,360 | |
| 8 | GDDY |
GoDaddy Inc.
|
2,778 | $235,796 |
All Filings in PAYP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,903,046 | 1,528,475 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,035,725 | 1,173,183 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||