PaypayPAYP
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 47 institutions reported holding Paypay Corp. (PAYP) in their 13F filings, unchanged from Q1 2026. 19 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($54.1M), Norges Bank ($47.3M) and Alphabet Inc. ($44.8M). 4 famous investors held it, including Mason Morfit (0.5% of ValueAct Capital's portfolio), Cathie Wood (0.0% of ARK Investment Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Paypay Corp.
- CUSIP
- 70450C101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $65.7M |
| Exits | 20 | $112.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,534,238 shares bought and 10,838,233 shares sold, net −3,303,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 3,774,314 | $54.1M |
| Norges Bank | 0.00% | — | 3,300,000 | $47.3M |
| Alphabet Inc. | 0.05% | No change | 3,125,000 | $44.8M |
| Evergreen Quality Fund GP, Ltd. | 0.50% | Add +89.7% | 2,155,077 | $30.9M |
| ValueAct Capital | 0.55% | New | 2,154,800 | $30.9M |
| Holocene Advisors, LP | 0.06% | Add +6.4% | 1,894,754 | $27.2M |
| WCM Investment Management, LLC | 0.04% | Add +30.3% | 1,528,475 | $22.3M |
| Schroder Investment Management Group | 0.02% | Add +199.2% | 1,521,391 | $21.8M |
| Marshall Wace, LLP | 0.02% | Reduce -11.3% | 1,361,701 | $19.5M |
| Joho Capital LLC | 2.99% | New | 961,608 | $13.8M |
| Amova Asset Management Americas, Inc. | 0.16% | Add +33.0% | 854,088 | $12.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +30.6% | 838,253 | $12.0M |
| Millennium Management | 0.01% | Reduce -73.3% | 821,202 | $11.8M |
| Geode Capital Management, LLC | 0.00% | Add +14.3% | 37,708 | $11.5M |
| UBS Group AG | 0.00% | Reduce -72.6% | 720,047 | $10.3M |
| Philadelphia Financial Management of San Francisco, LLC | 2.02% | New | 515,121 | $7.4M |
| Headwater Capital Co Ltd | 1.45% | New | 500,000 | $7.2M |
| FMR LLC | 0.00% | Reduce -8.3% | 468,474 | $6.7M |
| Seven Grand Managers, LLC | 0.17% | Add +2.7% | 300,000 | $4.3M |
| Burkehill Global Management, LP | 0.16% | No change | 300,000 | $4.3M |
| ARK Investment Management | 0.02% | Reduce -8.5% | 244,985 | $3.5M |
| Teacher Retirement System of Texas | 0.01% | No change | 200,000 | $2.9M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.39% | New | 170,800 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -38.8% | 147,935 | $2.1M |
| BlueCrest Capital Management Ltd | 0.09% | Reduce -37.5% | 125,000 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 100,000 | $1.4M |
| SBI Securities Co., Ltd. | 0.03% | Add +40.4% | 94,221 | $1.4M |
| Legal & General Group Plc | 0.00% | New | 63,332 | $908K |
| Renaissance Technologies | 0.00% | New | 42,700 | $612K |
| Mackenzie Financial Corp. | 0.00% | New | 39,160 | $561K |
| Morgan Stanley | 0.00% | Reduce -76.2% | 37,530 | $538K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -94.0% | 35,000 | $502K |
| Jane Street Group, LLC | 0.00% | New | 27,853 | $399K |
| Sierra Legacy Group | 0.28% | New | 25,010 | $358K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 20,841 | $299K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,967 | $243K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -95.3% | 15,221 | $218K |
| NWF Advisory Services Inc. | 0.02% | New | 14,700 | $211K |
| Deutsche Bank AG | 0.00% | New | 14,382 | $206K |
| Pathstone Holdings, LLC | 0.00% | New | 11,705 | $168K |
| Rakuten Securities, Inc. | 0.02% | New | 5,122 | $73K |
| GAMMA Investing LLC | 0.00% | New | 818 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 666 | $10K |
| Osaic Holdings, Inc. | 0.00% | Add +12.5% | 90 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $718 |
| Quantbot Technologies LP | 0.00% | Reduce -99.4% | 33 | $473 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.1% | 9 | $129 |
"% of holder's portfolio" is PAYP's weight in each manager's 13F, not the share of Paypay Corp. the manager owns.