Position in PAYS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,122,995
+$650,686 QoQ
Shares Held
259,218
+3.9% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 132 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in PAYS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $1,987,417,300 across 43 Software - Infrastructure names. PAYS ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,306,680 | $1,233,457,773 | |
| 2 | FTNT |
Fortinet, Inc.
|
861,638 | $132,364,829 | |
| 3 | XYZ |
Block, Inc.
|
1,088,510 | $82,726,760 | |
| 4 | FFIV |
F5, Inc.
|
197,290 | $82,064,748 | |
| 5 | MDB |
MongoDB, Inc.
|
147,612 | $49,582,870 | |
| 6 | NTAP |
NetApp, Inc.
|
289,058 | $44,734,616 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
353,789 | $41,276,562 | |
| 8 | NET |
Cloudflare, Inc.
|
162,288 | $39,806,000 |
All Filings in PAYS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,122,995 | 259,218 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,472,309 | 249,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $914,176 | 177,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,384,391 | 220,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,163,808 | 161,640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $96,462 | 45,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $136,214 | 45,104 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,336 | 43,416 | Shares | Sole | 2024-11-13 | |
| 2021-03-31 | $5,602 | 1,282 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,948 | 1,282 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,281 | 1,282 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,574,049 | 162,106 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $956,968 | 185,459 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||