Question 1

Which hedge funds and institutional investors hold PAY?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PAY shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for PAY whale holdings?

Accepted Answer

Conviction level reflects how significant PAY is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to PAY, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for PAY?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about PAY?

Accepted Answer

QoQ changes for PAY show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital World	4.2M	$107.0M	0.0%	$732.9B
Franklin Templeton	2.3M	$59.1M	0.0%	$408.3B
Millennium	856.6K	$21.8M	0.0%	$240.3B
William Blair	537.8K	$13.7M	0.0%	$30.3B
State Street	379.9K	$9.6M	0.0%	$2896.4B
Two Sigma	371.5K	$9.4M	0.0%	$123.9B
Marshall Wace	274.4K	$7.0M	0.0%	$100.4B
Point72	171.6K	$4.4M	0.0%	$78.1B
Gotham Asset	134.6K	$3.4M	0.0%	$32.7B
Geode Capital	113.7K	$2.9M	0.0%	$1607.5B
PDT Partners	83.9K	$2.1M	0.1%	$1.7B
Renaissance Tech	83.1K	$2.1M	0.0%	$63.9B
DE Shaw	66.1K	$1.7M	0.0%	$166.3B
Schonfeld	57.1K	$1.5M	0.0%	$14.2B
Brevan Howard	53.2K	$1.4M	0.0%	$11.3B
Citadel	48.9K	$1.2M	0.0%	$618.5B
Tudor	45.8K	$1.2M	0.0%	$53.9B
Hudson Bay	38.6K	$980K	0.0%	$29.0B
American Century	27.0K	$686K	0.0%	$194.3B
DFA	25.0K	$635K	0.0%	$481.4B
Citadel	11.9K	$302K	—	$618.5B
Citadel	11.1K	$282K	—	$618.5B
Northern Trust	11.0K	$279K	—	$756.6B
BlackRock	11.0K	$278K	—	$5723.5B
AQR Capital	803	$20K	—	$218.4B
Fidelity (FMR)	777	$20K	—	$1898.4B
Balyasny	547	$14K	—	$77.1B

PAY

Who Holds PAY

Changes This Quarter