证券记录 · 已归档季度
PAYP
PayPay Corporation · Technology · Software - Infrastructure
25被追踪持有人
+2Δ持有人
19.17M持有股份
$286.01M报告持仓市值
+9新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 -12.7% ·
净新建仓位 +12.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 19.17M | $286.01M | +9 | −6 |
| Q1 2026 | 22 | +21 | 18.66M | $397.11M | +21 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (被动) | 3.30M | 新增 | $47.29M | 0.0% | New | 1 | SEC ↗ |
| 7 | ValueAct Capital ✦ | 2.15M | 新增 | $30.88M | 0.5% | New | 1 | SEC ↗ |
| 8 | Holocene Advisors, LP | 1.89M | +6.4% | $27.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wcm Investment Management, Llc | 1.53M | +30.3% | $22.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Schroder Investment Management Group | 1.52M | +199.2% | $21.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Schroder Investment Management Group | 1.52M | +199.2% | $21.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.36M | -11.2% | $19.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 1.36M | -11.2% | $19.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 838.25K | +30.6% | $12.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Millennium Management ✦ | 821.20K | -73.3% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (被动) | 37.71K | +14.3% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 720.05K | -72.6% | $10.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 468.47K | -8.3% | $6.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 468.47K | -8.3% | $6.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | ARK Investment Management ✦ | 244.99K | -8.5% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Voya Investment Management Llc | 147.94K | -38.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Robeco Institutional Asset… | 100.00K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Legal & General Group Plc | 63.33K | 新增 | $908,160 | 0.0% | New | 1 | SEC ↗ |
| 24 | Legal & General Group Plc | 63.33K | 新增 | $908,160 | 0.0% | New | 1 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 42.70K | 新增 | $611,891 | 0.0% | New | 1 | SEC ↗ |
| 26 | Mackenzie Financial Corp | 39.16K | 新增 | $561,163 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 37.53K | -76.2% | $537,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 37.53K | -76.2% | $537,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 37.53K | -76.2% | $537,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 37.53K | -76.2% | $537,805 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 27.85K | 新增 | $399,133 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 27.85K | 新增 | $399,133 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 16.97K | 新增 | $243,137 | 0.0% | New | 1 | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 15.22K | -95.3% | $218,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 14.38K | 新增 | $206,094 | 0.0% | New | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 90 | +12.5% | $1,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 50 | 新增 | $718 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $47.29M | 0.0% |
| ValueAct Capital | $30.88M | 0.5% |
| Legal & General Group Plc | $908,160 | 0.0% |
| Legal & General Group Plc | $908,160 | 0.0% |
| Renaissance Technologies | $611,891 | 0.0% |
| Mackenzie Financial Corp | $561,163 | 0.0% |
| Jane Street Group, Llc | $399,133 | 0.0% |
| Jane Street Group, Llc | $399,133 | 0.0% |
| Goldman Sachs Group | $243,137 | 0.0% |
| Deutsche Bank Ag\ | $206,094 | 0.0% |
| Jones Financial Companies Lllp | $718 | 0.0% |
已清仓
| Citadel Advisors | $11.95M | 曾为 0.0% |
| Wellington Management | $8.99M | 曾为 0.0% |
| Tiger Global Management | $8.54M | 曾为 0.0% |
| D. E. Shaw & Co. | $7.68M | 曾为 0.0% |
| First Trust Advisors Lp | $1.90M | 曾为 0.0% |
| Stifel Financial Corp | $1.21M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 48 持有人, 28.59M 股份, $583.41M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据