PAYP
PayPay Corporation · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +8.7% ·
flujo de acciones -12.7% ·
nuevas posiciones netas +12.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.77M | -0.7% | $54.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Norges Bank ✦ (pasivo) | 3.30M | Nuevo | $47.29M | 0.0% | New | 1 | SEC ↗ |
| 3 | ValueAct Capital ✦ | 2.15M | Nuevo | $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 ✦ (pasivo) | 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 | Nuevo | $908,160 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Renaissance Technologies ✦ | 42.70K | Nuevo | $611,891 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 39.16K | Nuevo | $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 | Nuevo | $399,133 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 16.97K | Nuevo | $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 | Nuevo | $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 | Nuevo | $718 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| 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% |
Posición cerrada
| Citadel Advisors | $11.95M | era 0.0% |
| Wellington Management | $8.99M | era 0.0% |
| Tiger Global Management | $8.54M | era 0.0% |
| D. E. Shaw & Co. | $7.68M | era 0.0% |
| First Trust Advisors Lp | $1.90M | era 0.0% |
| Stifel Financial Corp | $1.21M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 48 tenedores, 28.59M acciones, $583.41M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.