Position in PAYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,059,041
+$444,367 QoQ
Shares Held
348,990
+11.3% QoQ
Ownership
0.624%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $1,746,142,089 across 37 Software - Infrastructure names. PAYS ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,923 | $598,536,386 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,052,283 | $249,432,566 | |
| 3 | VRSN |
Verisign Inc/Ca
|
919,657 | $228,406,012 | |
| 4 | DBX |
Dropbox, Inc.
|
4,803,221 | $109,129,181 | |
| 5 | NTNX |
Nutanix, Inc.
|
2,079,787 | $79,052,703 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
913,960 | $78,399,488 | |
| 7 | SNPS |
Synopsys Inc
|
181,330 | $71,893,718 | |
| 8 | VRNS |
Varonis Systems Inc
|
2,582,147 | $55,438,696 |
All Filings in PAYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,059,041 | 348,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,614,674 | 313,529 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,640,167 | 260,758 | Shares | Sole | 2025-11-17 | |
| 2021-09-30 | $1,162,649 | 430,611 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $426,259 | 134,044 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||