Position in PAYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,160,405
+$1,215,019 QoQ
Shares Held
535,662
+41.8% QoQ
Ownership
0.958%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PAYS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,448,984,774 across 90 Software - Infrastructure names. PAYS ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
610,744 | $238,440,565 | |
| 6 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 7 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 8 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 |
All Filings in PAYS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,160,405 | 535,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,945,386 | 377,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,175,739 | 504,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,518,091 | 210,846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $302,068 | 142,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $548,960 | 181,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $335,544 | 91,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $351,976 | 81,665 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $250,238 | 156,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $337,405 | 124,965 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $762,691 | 239,840 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,065,707 | 243,869 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $548,424 | 118,195 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $214,437 | 37,753 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,497,786 | 154,252 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $376,452 | 72,956 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||