154 tracked 13F filers disclose a position in PAY as of the latest SEC 13F filings, a combined $931.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | $149.5M | 6.2M | ▼−22% Reduced · −1.7M sh | Q2 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $61.8M | 2.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $60.1M | 2.4M | ▲+8.9% Added · +193K sh | Q1 2026 | |
| 4 | BROWN BROTHERS HARRIMAN & CO | $54.7M | 2.2M | ▲+36% Added · +571K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $53.8M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $49.6M | 2.0M | ▲+2.0% Added · +38K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $26.1M | 1.0M | ▲+8.7% Added · +82K sh | Q1 2026 | |
| 8 | LOOMIS SAYLES & CO L P | $25.5M | 1.0M | ▼−7.7% Reduced · −84K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.0M | 907K | ▲13× Added · +839K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $21.8M | 857K | ▲+497% Added · +713K sh | Q1 2026 | |
| 11 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $21.3M | 840K | ▲+220% Added · +577K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $21.2M | 836K | ▲+42% Added · +249K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | $18.7M | 737K | ▲+82% Added · +333K sh | Q1 2026 | |
| 14 | North Reef Capital Management LP | $18.7M | 735K | ▲New +735K sh | Q1 2026 | |
| 15 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $17.7M | 733K | —Held | Q2 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $17.8M | 702K | ▲+5.4% Added · +36K sh | Q1 2026 | |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $16.3M | 641K | ▼−10% Reduced · −71K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $15.2M | 600K | ▼−27% Reduced · −217K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $13.9M | 546K | ▲Added Added · +546K sh | Q1 2026 | |
| 20 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $13.7M | 538K | ▲+5.3% Added · +27K sh | Q1 2026 | |
| 21 | FMR LLC | $12.4M | 489K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 22 | Palisades Investment Partners, LLC | $10.4M | 431K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 23 | SEI INVESTMENTS CO | $10.1M | 397K | ▼−10% Reduced · −45K sh | Q1 2026 | |
| 24 | STATE STREET CORP | $9.6M | 380K | ▲+3.7% Added · +13K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $9.4M | 372K | ▲+92% Added · +178K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in PAY and 27 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $142.2B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $63.5B |
| NVIDIA CORPNVDA | 79 funds | $216.7B |
| AMAZON.COM INCAMZN | 79 funds | $103.7B |
| ALPHABET INC-CL AGOOGL | 79 funds | $88.6B |
| MICRON TECHNOLOGY INCMU | 79 funds | $20.7B |
| VISA INC-CLASS A SHARESV | 78 funds | $34.3B |
| APPLE INCAAPL | 77 funds | $155.8B |
| BROADCOM INCAVGO | 77 funds | $82.6B |
| ELI LILLY & COLLY | 77 funds | $41.4B |
| JPMORGAN CHASE & COJPM | 77 funds | $31.3B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $18.3B |
Ranked by how many of PAY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 29, 2026 | Trainor Gary | Director | Sell (S) | 40K | $1.4M |
| Jul 28, 2026 | Trainor Gary | Director | Sell (S) | 1K | $34K |
| Jul 28, 2026 | Trainor Gary | Director | Sell (S) | 39K | $1.3M |
| May 16, 2025 | Kalra Sanjay | SVP and CFO | Sell (S) | 25K | $1.0M |
| May 15, 2025 | OBEROI ARUN | Director | Sell (S) | 4K | $168K |
| May 12, 2025 | INGRAM WILLIAM | Director | Sell (S) | 11K | $434K |
| Mar 12, 2025 | DAVIDS JODY R | Director | Sell (S) | 8K | $241K |
| Mar 12, 2025 | DAVIDS JODY R | Director | Sell (S) | 1K | $31K |
| Mar 12, 2025 | DAVIDS JODY R | Director | Sell (S) | 5K | $137K |
| Feb 18, 2025 | Gerber Andrew A. | General Counsel and Secretary | Sell (S) | 3K | $98K |
| Feb 18, 2025 | Kalra Sanjay | SVP and CFO | Sell (S) | 16K | $505K |
| Dec 4, 2024 | Gerber Andrew A. | General Counsel and Secretary | Sell (S) | 34K | $1.3M |
Connected entities for PAY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PAY/capital-change-brief"
Use Arkolith's capital_change_brief for PAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.