PAYP
PayPay Corporation · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow -12.7% ·
net new positions +12.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Norges Bank ✦ (passive) | 3.30M | New | $47.29M | 0.0% | New | 1 | SEC ↗ |
| 3 | ValueAct Capital ✦ | 2.15M | New | $30.88M | 0.5% | New | 1 | SEC ↗ |
| 4 | Holocene Advisors, LP | 1.89M | +6.4% | $27.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wcm Investment Management, Llc | 1.53M | +30.3% | $22.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Schroder Investment Management Group | 1.52M | +199.2% | $21.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Marshall Wace ✦ | 1.36M | -11.2% | $19.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Sumitomo Mitsui Trust Group, Inc. | 838.25K | +30.6% | $12.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 821.20K | -73.3% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 37.71K | +14.3% | $11.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 720.05K | -72.6% | $10.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 468.47K | -8.3% | $6.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | ARK Investment Management ✦ | 244.99K | -8.5% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Voya Investment Management Llc | 147.94K | -38.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Robeco Institutional Asset… | 100.00K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Legal & General Group Plc | 63.33K | New | $908,160 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Renaissance Technologies ✦ | 42.70K | New | $611,891 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 39.16K | New | $561,163 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 37.53K | -76.2% | $537,805 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Jane Street Group, Llc | 27.85K | New | $399,133 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 16.97K | New | $243,137 | 0.0% | New | 1 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 15.22K | -95.3% | $218,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Deutsche Bank Ag\ | 14.38K | New | $206,094 | 0.0% | New | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 90 | +12.5% | $1,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 50 | New | $718 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $47.29M | 0.0% |
| ValueAct Capital | $30.88M | 0.5% |
| 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% |
| Goldman Sachs Group | $243,137 | 0.0% |
| Deutsche Bank Ag\ | $206,094 | 0.0% |
| Jones Financial Companies Lllp | $718 | 0.0% |
Exited
| Citadel Advisors | $11.95M | was 0.0% |
| Wellington Management | $8.99M | was 0.0% |
| Tiger Global Management | $8.54M | was 0.0% |
| D. E. Shaw & Co. | $7.68M | was 0.0% |
| First Trust Advisors Lp | $1.90M | was 0.0% |
| Stifel Financial Corp | $1.21M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 28.59M shares, $583.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.