VH
PAYP

ValueAct Holdings’s PayPay PAYP Stock Holding History

ValueAct Holdings’s Portfolio PAYP Stock Details PAYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Buy
+2,154,800
New +$39.6M 0.55% 18

Other funds holding PAYP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ValueAct Holdings's PAYP Position: Q2 2026 in Review

ValueAct Holdings opened a new position in PayPay (PAYP) in Q2 2026: 2,154,800 shares worth $30.9M. The stake represents 0.55% of the portfolio and ranks #18 among its holdings.

43 funds tracked by Wall St. Rank hold PAYP as of Q2 2026.

  • ValueAct Holdings held 2,154,800 shares of PayPay worth $30.9M as of Q2 2026.
  • PayPay was a new ValueAct Holdings position in Q2 2026.
  • PayPay made up 0.55% of ValueAct Holdings's portfolio in Q2 2026, its #18 holding.
  • 43 funds tracked by Wall St. Rank held PayPay as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.