Question 1

Which hedge funds and institutional investors hold PAYO?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PAYO 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 PAYO whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for PAYO?

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 PAYO?

Accepted Answer

QoQ changes for PAYO 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
State Street	10.9M	$52.8M	0.0%	$2896.4B
American Century	7.6M	$36.9M	0.0%	$194.3B
Renaissance Tech	2.4M	$11.7M	0.0%	$63.9B
Two Sigma	2.3M	$11.1M	0.0%	$123.9B
Geode Capital	996.9K	$4.8M	0.0%	$1607.5B
Balyasny	845.6K	$4.1M	0.0%	$77.1B
Invesco	589.7K	$2.8M	0.0%	$653.3B
Millennium	2.0M	$2.7M	0.0%	$240.3B
DE Shaw	476.5K	$2.3M	0.0%	$166.3B
DFA	438.5K	$2.1M	0.0%	$481.4B
Citadel	416.8K	$2.0M	0.0%	$618.5B
Wellington	349.0K	$1.0M	0.0%	$535.5B
Citadel	73.2K	$354K	0.0%	$618.5B
Gotham Asset	58.4K	$282K	0.0%	$32.7B
Citadel	52.9K	$256K	—	$618.5B
Northern Trust	52.8K	$255K	—	$756.6B
Marshall Wace	31.7K	$153K	0.0%	$100.4B
Brevan Howard	19.7K	$95K	0.0%	$11.3B
Tudor	15.4K	$74K	0.0%	$53.9B
Franklin Templeton	4.9K	$24K	—	$408.3B
Neuberger Berman (Eisman)	1.7K	$8K	—	$131.4B
Fidelity (FMR)	1.4K	$7K	—	$1898.4B
AQR Capital	51	$246	—	$218.4B
BlackRock	10	$48	—	$5723.5B

PAYO

Who Holds PAYO

Changes This Quarter