Position in PAYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$460,915
-$29,291 QoQ
Shares Held
56,278
-32.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 132 holders
Holding Since
Mar 2020
26 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, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. PAYS ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in PAYS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,915 | 56,278 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $490,206 | 83,086 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,068,749 | 207,525 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $981,627 | 156,062 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $795,548 | 110,493 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $135,789 | 64,053 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $292,747 | 96,937 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $763,688 | 208,090 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $767,475 | 178,069 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $651,041 | 177,881 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $532,902 | 190,323 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $329,748 | 169,103 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $116,297 | 47,469 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $158,999 | 43,802 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $32,215 | 12,487 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,929 | 10,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,458 | 14,118 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $63,598 | 32,284 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $277,431 | 173,395 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,047,064 | 387,802 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,459,590 | 458,991 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $132,074 | 30,223 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,044,795 | 440,689 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $555,542 | 97,807 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,066,739 | 109,860 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,438,267 | 278,734 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||