Position in PAYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,885,724
+$778,173 QoQ
Shares Held
828,089
+3.8% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $102,954,600,928 across 147 Software - Infrastructure names. PAYS ranks #85 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,997,348 | $2,341,424,632 | |
| 6 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 7 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 8 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 |
All Filings in PAYS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,885,724 | 828,089 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,107,551 | 797,583 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,010,606 | 796,599 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,677,199 | 788,500 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,645,140 | 776,010 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,306,884 | 763,869 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,796,286 | 761,931 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,290,292 | 763,409 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,404,916 | 657,081 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,807,579 | 645,564 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,216,123 | 623,653 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,455,312 | 594,005 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,033,900 | 284,821 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $734,838 | 284,821 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $665,590 | 280,840 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $476,781 | 313,672 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $632,515 | 321,074 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $507,304 | 317,065 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $858,794 | 318,072 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $920,034 | 289,319 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,134,391 | 488,419 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,024,789 | 436,377 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,537,148 | 446,681 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,377,170 | 450,790 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,171,080 | 420,752 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||