PayPay (PAYP): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
3 concentrated managers hold it (−1 vs last quarter) with a median weight of 0.5%.
Who owns PayPay?
PayPay trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. Holders reporting more than 5% of the ordinary shares to the SEC (Schedules 13D/13G): Softbank Group, 90.7% (13G filed May 15, 2026). As of Jun 30, 2026, the largest ADR holders reported on Form 13F were BlackRock (3.8 million ADRs), Norges Bank (3.3 million ADRs) and Alphabet (3.1 million ADRs).
Which institutions hold the most PayPay shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. BlackRock: 3.8 million ADRs
- 2. Norges Bank: 3.3 million ADRs
- 3. Alphabet: 3.1 million ADRs
- 4. Evergreen Quality Fund GP: 2.2 million ADRs
- 5. ValueAct Holdings: 2.2 million ADRs
- 6. Holocene Advisors: 1.9 million ADRs
- 7. WCM Investment Management: 1.5 million ADRs
- 8. Schroder Investment Management Group: 1.5 million ADRs
- 9. Wace, Llp Marshall: 1.4 million ADRs
- 10. Joho Capital: 961,608 ADRs
Sources:13G by Softbank Group (May 15, 2026) ↗All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Well-known investors holding it
Quarter flow (concentrated managers)
Change in managers (4 → 3): 2 opened · 3 exited = −1
Net flow in the quarter: +$14.5M (+1.0 M shares) · bought $59.3M and sold $44.7MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 3 held it last quarter (the chart point); with today's set, 4 (the base for the change).
Concentrated managers holding it
- Evergreen Quality Fund GPIncreased$30.9M0.5%+0.2 pp
- ValueAct HoldingsNew$30.9M0.5%+0.5 pp
- Joho CapitalNew$13.8M3.0%+3.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of PAYP (all 13F filers)
- BlackRock3.8 MIndex manager−26 K
- Norges Bank3.3 MPension or sovereign fundno data
- Alphabet3.1 MOperating company0
- Evergreen Quality Fund GPconcentrated2.2 MType not verified+1.0 M
- ValueAct Holdingsconcentrated2.2 MInvestment firm+2.2 M
- Holocene Advisors1.9 MInvestment firm+113 K
- WCM Investment Management1.5 MInvestment firm+355 K
- Schroder Investment Management Group1.5 MInvestment firm+1.0 M
- Wace, Llp Marshall1.4 MInvestment firm−173 K
- Joho Capitalconcentrated962 KType not verified+962 K
- Shares
- 3.8 M
- Change
- −26 K
See more
- Type
- Index manager
- Value
- $54.1M
- Shares
- 3.3 M
- Change
- no data
See more
- Type
- Pension or sovereign fund
- Value
- $47.3M
- Shares
- 3.1 M
- Change
- 0
See more
- Type
- Operating company
- Value
- $44.8M
- Evergreen Quality Fund GPconcentrated
- Shares
- 2.2 M
- Change
- +1.0 M
See more
- Type
- Type not verified
- Value
- $30.9M
- ValueAct Holdingsconcentrated
- Shares
- 2.2 M
- Change
- +2.2 M
See more
- Type
- Investment firm
- Value
- $30.9M
- Shares
- 1.9 M
- Change
- +113 K
See more
- Type
- Investment firm
- Value
- $27.2M
- Shares
- 1.5 M
- Change
- +355 K
See more
- Type
- Investment firm
- Value
- $22.3M
- Shares
- 1.5 M
- Change
- +1.0 M
See more
- Type
- Investment firm
- Value
- $21.8M
- Shares
- 1.4 M
- Change
- −173 K
See more
- Type
- Investment firm
- Value
- $19.5M
- Joho Capitalconcentrated
- Shares
- 962 K
- Change
- +962 K
See more
- Type
- Type not verified
- Value
- $13.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Softbank Group90.7%13Gfiling ↗Event: Mar 31, 2026 · filed: May 15, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
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