| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $193.1M | 40.0M | ▲+1.9% Added · +767K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $71.1M | 14.7M | ▲New +14.7M sh | Q1 2026 | |
| 3 | BNP Paribas Asset Management Holding S.A. | $66.3M | 13.7M | ▼−0.2% Reduced · −28K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $60.6M | 12.5M | ▲New +12.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $52.8M | 10.9M | ▲+1.5% Added · +161K sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $48.2M | 10.0M | ▼−4.4% Reduced · −462K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $36.9M | 7.6M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $36.4M | 7.5M | ▲+3.6% Added · +263K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $34.5M | 7.1M | ▲+2.6% Added · +184K sh | Q1 2026 | |
| 10 | Temasek Holdings (Private) Ltd | $32.5M | 6.7M | ▼−10% Reduced · −769K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $24.5M | 5.1M | ▼−20% Reduced · −1.2M sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $18.3M | 3.8M | ▲+18% Added · +577K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $17.6M | 3.6M | ▲+3.3% Added · +117K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $16.3M | 3.4M | ▲+147% Added · +2.0M sh | Q1 2026 | |
| 15 | Jasper Ridge Partners, L.P. | $15.2M | 3.1M | —Held | Q1 2026 | |
| 16 | FMR LLC | $14.5M | 3.0M | ▲+18% Added · +450K sh | Q1 2026 | |
| 17 | DEUTSCHE BANK AG\ | $13.8M | 2.9M | ▼−57% Reduced · −3.8M sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $13.4M | 2.8M | ▲+0.2% Added · +5K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $13.3M | 2.7M | ▲+16% Added · +370K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $13.0M | 2.7M | ▼−6.7% Reduced · −192K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.5M | 2.6M | ▼−3.8% Reduced · −102K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $12.4M | 2.6M | ▼−25% Reduced · −868K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $11.7M | 2.4M | ▼−19% Reduced · −576K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $11.1M | 2.3M | ▲+39% Added · +644K sh | Q1 2026 | |
| 25 | Fiera Capital Corp | $10.8M | 2.2M | ▲+5.2% Added · +110K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 92 funds | $40.5B |
| AMAZON.COM INCAMZN | 92 funds | $29.1B |
| BROADCOM INCAVGO | 92 funds | $21.6B |
| ELI LILLY & COLLY | 92 funds | $10.2B |
| COSTCO WHOLESALE CORPCOST | 92 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 90 funds | $16.9B |
| MASTERCARD INC - AMA | 90 funds | $8.6B |
| MICRON TECHNOLOGY INCMU | 90 funds | $7.8B |
| LAM RESEARCH CORPLRCX | 90 funds | $5.0B |
| CITIGROUP INCC | 90 funds | $4.0B |
| ARISTA NETWORKS INCANET | 90 funds | $3.8B |
| BOSTON SCIENTIFIC CORPBSX | 90 funds | $2.9B |
Ranked by how many of PAYO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Ordonez Beatrice | Chief Financial Officer | Sell (S) | 25K | $175K |
| Jun 4, 2025 | Galit Scott H. | Director | Sell (S) | 480K | $3.2M |
| Jun 3, 2025 | Galit Scott H. | Director | Sell (S) | 613K | $4.1M |
| Jun 2, 2025 | Morgan Susanna | Director | Sell (S) | 16K | $110K |
| Mar 4, 2025 | Perry Itai | Chief Accounting Officer | Sell (S) | 47K | $381K |
| Jan 21, 2025 | Ordonez Beatrice | Chief Financial Officer | Sell (S) | 85K | $884K |
| Jan 7, 2025 | Galit Scott H. | Director | Sell (S) | 242K | $2.5M |
| Jan 6, 2025 | Galit Scott H. | Director | Sell (S) | 242K | $2.5M |
| Jan 2, 2025 | Goldman Tsafi | Chief Legal & Regulatory Ofcr | Sell (S) | 96K | $970K |
| Dec 10, 2024 | Goldman Tsafi | Chief Legal & Regulatory Ofcr. | Sell (S) | 264K | $2.7M |
| Nov 26, 2024 | Perry Itai | Chief Accounting Officer | Sell (S) | 2K | $17K |
| Nov 18, 2024 | Perry Itai | Chief Accounting Officer | Sell (S) | 53K | $562K |
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/PAYO/capital-change-brief"
Use Arkolith's capital_change_brief for PAYO. 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 PAYO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.