PayPay Corp (PAYP) — Institutional Holders, Q2 2026
48 institutional investment managers reported a PAYP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $420.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PAYP in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- ValueAct , L.P.New · +2,154,800 sh+$30.9M
- Evergreen Quality Fund GP, Ltd.Added · +1,018,855 sh+$14.6M
- SCHRODER INVESTMENT MANAGEMENT GROUPAdded · +1,012,847 sh+$14.5M
- JOHO CAPITALNew · +961,608 sh+$13.8M
- Philadelphia Financial Management of San FranciscoNew · +515,121 sh+$7.4M
Biggest sellers
- MILLENNIUM MANAGEMENTTrimmed · -2,254,062 sh-$32.3M
- UBS Group AGTrimmed · -1,906,350 sh-$27.3M
- MY.Alpha Management HK Advisors LtdSold out · -1,521,400 sh-$21.8M
- WFM ASIA (BVI) LtdSold out · -1,200,000 sh-$17.2M
- CITADEL ADVISORSSold out · -560,000 sh-$8.0M
PAYP 13F holders ranked 1–48 of 48
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 3,774,314 sh | 3,774,314 | $54.1M | <0.01% | -0.7% |
| 2 | NORGES BANK#2 · 3,300,000 sh | 3,300,000 | $47.3M | <0.01% | — |
| 3 | Alphabet#3 · 3,125,000 sh | 3,125,000 | $44.8M | 0.05% | 0.0% |
| 4 | Evergreen Quality Fund GP, Ltd.#4 · 2,155,077 sh | 2,155,077 | $30.9M | 0.50% | +89.7% |
| 5 | ValueAct , L.P.#5 · 2,154,800 sh | 2,154,800 | $30.9M | 0.55% | New |
| 6 | Holocene Advisors#6 · 1,894,754 sh | 1,894,754 | $27.2M | 0.06% | +6.4% |
| 7 | WCM INVESTMENT MANAGEMENT#7 · 1,528,475 sh | 1,528,475 | $22.3M | 0.04% | +30.3% |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP#8 · 1,521,391 sh | 1,521,391 | $21.8M | 0.02% | +199.2% |
| 9 | MARSHALL WACE, LLP#9 · 1,361,701 sh | 1,361,701 | $19.5M | 0.02% | -11.2% |
| 10 | JOHO CAPITAL#10 · 961,608 sh | 961,608 | $13.8M | 2.99% | New |
| 11 | Nikko Asset Management Americas#11 · 854,088 sh | 854,088 | $12.2M | 0.16% | +33.0% |
| 12 | Sumitomo Mitsui#12 · 838,253 sh | 838,253 | $12.0M | <0.01% | +30.6% |
| 13 | MILLENNIUM MANAGEMENT#13 · 821,202 sh | 821,202 | $11.8M | <0.01% | -73.3% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 37,708 sh | 37,708 | $11.5M | <0.01% | +14.3% |
| 15 | UBS Group AG#15 · 720,047 sh | 720,047 | $10.3M | <0.01% | -72.6% |
| 16 | Philadelphia Financial Management of San Francisco#16 · 515,121 sh | 515,121 | $7.4M | 1.49% | New |
| 17 | Headwater Capital Ltd#17 · 500,000 sh | 500,000 | $7.2M | 1.43% | New |
| 18 | FMR#18 · 468,474 sh | 468,474 | $6.7M | <0.01% | -8.3% |
| 19 | Burkehill Global Management#19 · 300,000 sh | 300,000 | $4.3M | 0.16% | 0.0% |
| 20 | SEVEN GRAND MANAGERS#20 · 300,000 sh | 300,000 | $4.3M | 0.17% | +2.7% |
| 21 | ARK Investment Management#21 · 244,985 sh | 244,985 | $3.5M | 0.02% | -8.5% |
| 22 | TEACHER RETIREMENT SYSTEM OF TEXAS#22 · 200,000 sh | 200,000 | $2.9M | <0.01% | 0.0% |
| 23 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#23 · 170,800 sh | 170,800 | $2.4M | 0.10% | New |
| 24 | VOYA INVESTMENT MANAGEMENT#24 · 147,935 sh | 147,935 | $2.1M | <0.01% | -38.8% |
| 25 | BlueCrest Capital Management Ltd#25 · 125,000 sh | 125,000 | $1.8M | 0.06% | -37.5% |
| 26 | Robeco Institutional Asset Management B.V.#26 · 100,000 sh | 100,000 | $1.4M | — | 0.0% |
| 27 | SBI Securities , Ltd.#27 · 94,221 sh | 94,221 | $1.4M | — | +40.4% |
| 28 | Legal & General Group Plc#28 · 63,332 sh | 63,332 | $908.2K | <0.01% | New |
| 29 | RENAISSANCE TECHNOLOGIES#29 · 42,700 sh | 42,700 | $611.9K | <0.01% | New |
| 30 | MACKENZIE FINANCIAL#30 · 39,160 sh | 39,160 | $561.2K | <0.01% | New |
| 31 | MORGAN STANLEY#31 · 37,530 sh | 37,530 | $537.8K | 0.00% | -76.2% |
| 32 | Schonfeld Strategic Advisors#32 · 35,000 sh | 35,000 | $501.6K | <0.01% | -94.0% |
| 33 | JANE STREET GROUP#33 · 27,853 sh | 27,853 | $399.1K | 0.00% | New |
| 34 | Sierra Legacy Group#34 · 25,010 sh | 25,010 | $358.4K | 0.28% | New |
| 35 | Aster Capital Management (DIFC) Ltd#35 · 20,841 sh | 20,841 | $298.7K | 0.06% | New |
| 36 | GOLDMAN SACHS GROUP#36 · 16,967 sh | 16,967 | $243.1K | 0.00% | New |
| 37 | BALYASNY ASSET MANAGEMENT L.P.#37 · 15,221 sh | 15,221 | $218.1K | <0.01% | -95.3% |
| 38 | NWF Advisory Services#38 · 14,700 sh | 14,700 | $210.7K | — | New |
| 39 | DEUTSCHE BANK AG\#39 · 14,382 sh | 14,382 | $206.1K | <0.01% | New |
| 40 | Pathstone#40 · 11,705 sh | 11,705 | $167.7K | <0.01% | New |
| 41 | Rakuten Securities#41 · 5,122 sh | 5,122 | $73.4K | 0.02% | New |
| 42 | GAMMA Investing#42 · 818 sh | 818 | $11.7K | — | New |
| 43 | Federation des caisses Desjardins du Quebec#43 · 666 sh | 666 | $9.5K | 0.00% | New |
| 44 | OSAIC#44 · 90 sh | 90 | $1.3K | 0.00% | +12.5% |
| 45 | JONES FINANCIAL COMPANIES LLLP#45 · 50 sh | 50 | $718.00 | 0.00% | New |
| 46 | Quantbot Technologies#46 · 33 sh | 33 | $473.00 | 0.00% | -99.4% |
| 47 | Tower Research Capital (TRC)#47 · 9 sh | 9 | $129.00 | 0.00% | -96.1% |
| 48 | PayPay Securities#48 · 0 sh | 0 | $0.00 | — | New |
Funds that sold out of PAYP in Q2 2026 (20)
Held PAYP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MY.Alpha Management HK Advisors Ltd1,521,400 sh | 1,521,400 | $32.5M |
| WFM ASIA (BVI) Ltd1,200,000 sh | 1,200,000 | $25.6M |
| CITADEL ADVISORS560,000 sh | 560,000 | $12.0M |
| WELLINGTON MANAGEMENT GROUP LLP421,235 sh | 421,235 | $9.0M |
| TIGER GLOBAL MANAGEMENT400,000 sh | 400,000 | $8.5M |
| D. E. Shaw360,000 sh | 360,000 | $7.7M |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT200,000 sh | 200,000 | $4.3M |
| Polymer Capital Management (US)178,100 sh | 178,100 | $3.8M |
| BOOTHBAY FUND MANAGEMENT100,000 sh | 100,000 | $2.1M |
| FIRST ADVISORS89,180 sh | 89,180 | $1.9M |
| Polymer Capital Management (HK) LTD68,000 sh | 68,000 | $1.5M |
| STIFEL FINANCIAL56,721 sh | 56,721 | $1.2M |
| Baader Bank Aktiengesellschaft40,000 sh | 40,000 | $853.6K |
| OXFORD ASSET MANAGEMENT LLP17,894 sh | 17,894 | $381.9K |
| E Fund Management , Ltd.16,050 sh | 16,050 | $342.5K |
| Jump Financial12,200 sh | 12,200 | $260.3K |
| Ionic Capital Management10,000 sh | 10,000 | $213.4K |
| Caitong International Asset Management , Ltd6,454 sh | 6,454 | $137.7K |
| FNY Investment Advisers1,510 sh | 1,510 | $32.0K |
| MRP Capital Investments45 sh | 45 | $961.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.