PAYP — PAYPAY CORP
As of Q2 2026, 15 SEC-registered investment managers reported holding PAYP (PAYPAY CORP) in their latest 13F filings, with a combined reported value of $168.07M across 10.97M shares. That is -23.2% by share count (-3.30M shares) versus the previous quarter, while reported value moved -44.8%. Ownership is concentrated: the five largest holders account for 85.8% of reported value and the top ten for 98.9%.
Compared with the prior quarter, 5 opened new positions, 1 added to existing stakes, 9 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PAYP is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.77M | $54.09M | 0.00% | Reduce |
| Norges Bank Investment Management history | 3.30M | $47.29M | 0.01% | New |
| Marshall Wace history | 1.36M | $19.51M | 0.01% | Reduce |
| Millennium Management history | 821.20K | $11.77M | 0.01% | Reduce |
| Geode Capital Management history | 37.71K | $11.47M | 0.00% | Add |
| UBS Group AG history | 720.05K | $10.32M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 468.47K | $6.71M | 0.00% | Reduce |
| ARK Invest history | 244.99K | $3.51M | 0.02% | Reduce |
| Legal & General Investment Management America history | 63.33K | $908.16K | 0.00% | New |
| Citadel Advisors history | 47.00K | $673.51K | 0.00% | Reduce |
| Renaissance Technologies history | 42.70K | $611.89K | 0.00% | New |
| Morgan Stanley history | 37.53K | $537.80K | 0.00% | Reduce |
| Goldman Sachs Group history | 16.97K | $243.14K | 0.00% | New |
| Balyasny Asset Management history | 15.22K | $218.12K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.38K | $206.09K | 0.00% | New |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.80M | $81.09M | 0.00% | New |
| Millennium Management history | 3.08M | $65.63M | 0.03% | New |
| UBS Group AG history | 2.63M | $56.05M | 0.01% | New |
| Marshall Wace history | 1.53M | $32.74M | 0.03% | New |
| Citadel Advisors history | 560.00K | $11.95M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 510.83K | $10.90M | 0.00% | New |
| Wellington Management Group history | 421.24K | $8.99M | 0.00% | New |
| Tiger Global Management history | 400.00K | $8.54M | 0.04% | New |
| D. E. Shaw & Co history | 360.00K | $7.68M | 0.01% | New |
| Balyasny Asset Management history | 323.26K | $6.90M | 0.01% | New |
| ARK Invest history | 267.66K | $5.71M | 0.04% | New |
| Davidson Kempner Capital Management history | 200.00K | $4.27M | 0.06% | New |
| Morgan Stanley history | 157.76K | $3.37M | 0.00% | New |
| Geode Capital Management history | 32.99K | $703.96K | 0.00% | New |
New Positions (Q2 2026)
- Norges Bank Investment Management 3.30M sh · $47.29M
- Legal & General Investment Management America 63.33K sh · $908.16K
- Renaissance Technologies 42.70K sh · $611.89K
- Goldman Sachs Group 16.97K sh · $243.14K
- Deutsche Bank AG 14.38K sh · $206.09K
Fully Exited (vs previous quarter)
- Wellington Management Group sold 421.24K sh · $8.99M
- Tiger Global Management sold 400.00K sh · $8.54M
- D. E. Shaw & Co sold 360.00K sh · $7.68M
- Davidson Kempner Capital Management sold 200.00K sh · $4.27M
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q2 2026 | Q1 2026 |
|---|---|---|
| BlackRock Inc | 3.77M | 3.80M |
| Norges Bank Investment Management | 3.30M | — |
| Marshall Wace | 1.36M | 1.53M |
| Millennium Management | 821.20K | 3.08M |
| Geode Capital Management | 37.71K | 32.99K |
| UBS Group AG | 720.05K | 2.63M |
| Fidelity Management & Research (FMR) | 468.47K | 510.83K |
| ARK Invest | 244.99K | 267.66K |
| Legal & General Investment Management America | 63.33K | — |
| Citadel Advisors | 47.00K | 560.00K |
| Renaissance Technologies | 42.70K | — |
| Morgan Stanley | 37.53K | 157.76K |
| Goldman Sachs Group | 16.97K | — |
| Balyasny Asset Management | 15.22K | 323.26K |
| Deutsche Bank AG | 14.38K | — |
| Tiger Global Management | — | 400.00K |
| Davidson Kempner Capital Management | — | 200.00K |
| D. E. Shaw & Co | — | 360.00K |
| Wellington Management Group | — | 421.24K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details