112 tracked 13F filers disclose a position in PAYS as of the latest SEC 13F filings, a combined $156.8M 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 | Topline Capital Management, LLC | $27.4M | 4.6M | ▼−16% Reduced · −865K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $13.9M | 2.4M | ▼−1.1% Reduced · −27K sh | Q1 2026 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $12.1M | 2.1M | ▲+41% Added · +596K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $9.0M | 1.5M | ▲+17% Added · +227K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $8.6M | 1.0M | ▲+26% Added · +218K sh | Q2 2026 | |
| 7 | Palisades Investment Partners, LLC | $8.2M | 1.0M | ▲+0.7% Added · +7K sh | Q2 2026 | |
| 8 | STATE STREET CORP | $6.9M | 844K | ▲+31% Added · +199K sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $5.0M | 614K | ▲Added Added · +614K sh | Q2 2026 | |
| 10 | Joule Financial, LLC | $5.0M | 614K | —Held | Q2 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $3.4M | 576K | ▲+17% Added · +83K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $3.2M | 536K | ▲+42% Added · +158K sh | Q1 2026 | |
| 13 | Ballast Asset Management, LP | $3.8M | 467K | ▲New +467K sh | Q2 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $2.6M | 444K | ▲+29% Added · +99K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $2.5M | 424K | ▲+104% Added · +216K sh | Q1 2026 | |
| 16 | AWM Investment Company, Inc. | $2.3M | 386K | ▲+15% Added · +50K sh | Q1 2026 | |
| 17 | NEW YORK STATE COMMON RETIREMENT FUND | $2.3M | 386K | —Held | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.1M | 349K | ▲+11% Added · +35K sh | Q1 2026 | |
| 19 | Squarepoint Ops LLC | $2.0M | 347K | ▲+77% Added · +152K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $1.9M | 329K | ▲+346% Added · +255K sh | Q1 2026 | |
| 21 | LOS ANGELES CAPITAL MANAGEMENT LLC | $2.5M | 305K | ▲10× Added · +275K sh | Q2 2026 | |
| 22 | PANAGORA ASSET MANAGEMENT INC | $2.1M | 259K | ▲+3.9% Added · +10K sh | Q2 2026 | |
| 23 | NORTHERN TRUST CORP | $1.5M | 249K | ▼−2.6% Reduced · −7K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $1.4M | 241K | →First observed position No prior filed position | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 210K | →First observed position No prior filed position | 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 PAYS and 27 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 54 funds | $187.7B |
| MICROSOFT CORPMSFT | 53 funds | $131.1B |
| AMAZON.COM INCAMZN | 53 funds | $90.2B |
| APPLE INCAAPL | 52 funds | $145.9B |
| ALPHABET INC-CL AGOOGL | 52 funds | $69.3B |
| ELI LILLY & COLLY | 52 funds | $36.0B |
| JPMORGAN CHASE & COJPM | 52 funds | $26.7B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $51.6B |
| ALPHABET INC-CL CGOOG | 50 funds | $66.3B |
| VISA INC-CLASS A SHARESV | 50 funds | $29.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $19.3B |
| LAM RESEARCH CORPLRCX | 50 funds | $15.9B |
Ranked by how many of PAYS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Baker Jeffery Bradford | Chief Financial Officer | Sell (S) | 35K | $442K |
| Aug 6, 2026 | Newcomer Mark | CEO, Director, 10% Owner | Sell (S) | 150K | $1.8M |
| Jul 29, 2026 | Newcomer Mark | CEO, Director, 10% Owner | Sell (S) | 50K | $469K |
| Jul 16, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 28K | $243K |
| Jul 15, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 32K | $274K |
| Jun 26, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 100K | $801K |
| Jun 11, 2026 | Mina Bruce A | Director | Sell (S) | 10K | $71K |
| Jun 1, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 29K | $234K |
| Jun 1, 2026 | Mina Bruce A | Director | Sell (S) | 10K | $71K |
| May 26, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 23K | $158K |
| May 26, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 23K | $158K |
| May 4, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 7K | $47K |
Connected entities for PAYS
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/PAYS/capital-change-brief"
Use Arkolith's capital_change_brief for PAYS. 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 PAYS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.