Position in PAYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,621,109
+$1,460,704 QoQ
Shares Held
564,238
+5.3% QoQ
Ownership
0.999%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 132 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PAYS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. PAYS ranks #48 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in PAYS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,621,109 | 564,238 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||