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PAY · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PAY
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterPAYV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 20214 holders, $62m52 holders, $69.3bn
Q3 20212 holders, $58m56 holders, $63.6bn
Q4 20211 holders, $74m47 holders, $58.0bn
Q1 20221 holders, $45m59 holders, $61.8bn
Q2 20221 holders, $28m57 holders, $55.2bn
Q3 2022none listed holders, n.a.57 holders, $50.7bn
Q4 2022none listed holders, n.a.54 holders, $59.4bn
Q1 2023none listed holders, n.a.55 holders, $64.0bn
Q2 2023none listed holders, n.a.54 holders, $65.2bn
Q3 2023none listed holders, n.a.55 holders, $61.5bn
Q4 2023none listed holders, n.a.48 holders, $68.6bn
Q1 20241 holders, $490k50 holders, $73.1bn
Q2 20241 holders, $657k45 holders, $69.5bn
Q3 20241 holders, $964k47 holders, $70.5bn
Q4 20241 holders, $2.1m48 holders, $77.6bn
Q1 20252 holders, $27m43 holders, $83.5bn
Q2 20252 holders, $73m45 holders, $83.4bn
Q3 20253 holders, $78m48 holders, $82.8bn
Q4 20252 holders, $83m49 holders, $86.0bn
Q1 20262 holders, $109m49 holders, $73.3bn
Q2 20262 holders, $105m52 holders, $81.9bn
PAY

Paymentus Holdings Inc

Holders
2
Reported value
$83m
Buyers
18
Sellers
8

Breadth +10 among 92 comparable managers.

V

Visa Inc

Holders
49
Reported value
$86.0bn
Buyers
29
Sellers
26

Breadth +3 among 92 comparable managers.

Who holds both, Q4 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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