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.
| # | 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 | ▲New +1.5M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 828K | ▲+3.8% Added · +31K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $3.8M | 644K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 8 | Joule Financial, LLC | $5.0M | 614K | —Held | Q2 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $3.4M | 576K | ▲+17% Added · +83K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $3.2M | 536K | ▲+42% Added · +158K sh | Q1 2026 | |
| 11 | 1248 Management, LLC | $2.9M | 497K | —Held | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $2.6M | 444K | ▲+29% Added · +99K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $2.5M | 424K | ▲+104% Added · +216K sh | Q1 2026 | |
| 14 | AWM Investment Company, Inc. | $2.3M | 386K | ▲+15% Added · +50K sh | Q1 2026 | |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | $2.3M | 386K | —Held | Q1 2026 | |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.1M | 349K | ▲+11% Added · +35K sh | Q1 2026 | |
| 17 | Squarepoint Ops LLC | $2.0M | 347K | ▲+77% Added · +152K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $1.9M | 329K | ▲+346% Added · +255K sh | Q1 2026 | |
| 19 | PANAGORA ASSET MANAGEMENT INC | $1.5M | 250K | ▲+41% Added · +72K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $1.5M | 249K | ▼−2.6% Reduced · −7K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.4M | 241K | ▲New +241K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 210K | ▲New +210K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | $1.1M | 188K | ▲New +188K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $1.0M | 170K | ▼−14% Reduced · −27K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $994K | 168K | ▼−25% Reduced · −56K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 1, 2026 | Herman Joan M | EVP, Operations, Director | Sell (S) | 29K | $234K |
| May 29, 2026 | Baker Jeffery Bradford | Chief Financial Officer | Tax withholding (F) | 45K | $324K |
| May 27, 2026 | Strobo Robert | Chief Legal Officer | Tax withholding (F) | 39K | $279K |
| May 27, 2026 | Strobo Robert | Chief Legal Officer | Grant (A) | 67K | $0 |
| May 27, 2026 | Strobo Robert | Chief Legal Officer | Tax withholding (F) | 39K | $279K |
| 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 20, 2026 | Newcomer Mark | CEO, Director, 10% Owner | Tax withholding (F) | 79K | $484K |
| May 20, 2026 | Newcomer Mark | CEO, Director, 10% Owner | Grant (A) | 133K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $12.8B |
| ALPHABET INC-CL AGOOGL | 34 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $6.4B |
| ELI LILLY & COLLY | 34 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.6B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $2.7B |
| UNITEDHEALTH GROUP INCUNH | 34 funds | $1.4B |
| ORACLE CORPORCL | 34 funds | $1.3B |
| ROSS STORES INCROST | 34 funds | $1.3B |
| CARDINAL HEALTH INCCAH | 34 funds | $1.1B |
| NVIDIA CORPNVDA | 33 funds | $22.5B |
| AMAZON.COM INCAMZN | 33 funds | $10.5B |
Ranked by how many of PAYS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.