- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 29
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 3 listed it in both
- Shares listed
- 40,311,239
- combined, among listed positions
- Reported value
- $219m
- combined, at the quarter end
2 lines marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
Among the 92 comparable managers: 12 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +82,846.
Managers listing PAYO in Q4 2025
29 of 29 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 3,429,485 shares now+1,716,011
- Marshall Wace LLPexisting position · 1,362,962 shares now+960,371
- Jane Street Group LLCexisting position · 2,378,545 shares now+944,360
- Citadel Advisors LLCexisting position · 1,095,968 shares now+564,252
- Point72 Asset Management LPnew position · 562,712 shares now+562,712
Reductions
- Millennium Management LLCexisting position · 4,676,041 shares now-2,222,064
- Tudor Investment Corpexisting position · 32,487 shares now-1,032,870
- Balyasny Asset Management LLCexisting position · 18,064 shares now-913,729
- AllianceBernstein LPexisting position · 896,647 shares now-558,093
- Renaissance Technologies LLCexisting position · 3,008,607 shares now-557,493
New positions and exits
New (1)
Exited (6)
- Arrowstreet Capital LPwas $4.5m
- Winton Group Ltdwas $3.3m
- Schonfeld Strategic Advisors LLCwas $1.0m
- ExodusPoint Capital Management LPwas $498k
- Quantbot Technologies LPwas $350k
- Acadian Asset Management LLCwas $55k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 8 | $456m | n.a. | n.a. |
| Q3 2021 | 2 | $317m | n.a. | n.a. |
| Q4 2021 | 2 | $245m | n.a. | n.a. |
| Q3 2022 | 3 | $14m | n.a. | n.a. |
| Q1 2023 | 3 | $47m | n.a. | n.a. |
| Q2 2023 | 3 | $18m | n.a. | n.a. |
| Q3 2023 | 5 | $70m | n.a. | n.a. |
| Q4 2023 | 3 | $38m | 1 | 2 |
| Q1 2024 | 3 | $19m | 2 | 1 |
| Q2 2024 | 3 | $18m | 1 | 2 |
| Q3 2024 | 3 | $51m | 2 | 1 |
| Q4 2024 | 7 | $171m | 7 | 0 |
| Q1 2025 | 4 | $68m | 1 | 3 |
| Q2 2025 | 4 | $32m | 2 | 2 |
| Q3 2025 | 4 | $24m | 2 | 2 |
| Q4 2025 | 2 | $12m | 12 | 21 |
| Q2 2026 | 3 | $29m | 19 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
PAYO and V →PAYO and MA →PAYO and MCO →Choose a stock to compare with PAYO →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PAYO, latest filings →Back to the 13F Explorer →