Paypay Corp: which funds bought and sold
Institutions that bought and sold Paypay shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 28 institutions that filed 13F reports for both quarters added to or opened positions in Paypay, and 31 cut or closed them. Together they sold a net 3.1M shares, −10.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.6M shares (−13.2%); index fund managers were net sellers of 26K shares (−0.7%). 19 opened a new position and 18 sold out entirely.
Bought, Q2 2026 28 institutions, 19 of them new holders Sold, Q2 2026 31 institutions, 18 of them sold out
Net change, all compared −3.1M shares (−10.9%)
Net change, active managers −1.6M shares (−13.2%), 5 bought, 13 sold
Buyers versus sellers
28 bought 4 31 sold
Active managers and hedge funds 5 bought · 13 sold · −1.6M
Index fund managers 0 bought · 1 sold · −26K
Other institutions 23 bought · 17 sold · −1.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Valueact Holdings, L.P. Hedge fund | +2.2M New position | 2.2M | $30.9M |
| Evergreen Quality Fund Gp, Ltd. | +1.0M +89.7% | 2.2M | $30.9M |
| Schroder Investment Management Group Active manager | +1.0M +199.2% | 1.5M | $21.8M |
| Joho Capital LLC | +962K New position | 962K | $13.8M |
| Philadelphia Financial Management Of San Francisco, LLC | +515K New position | 515K | $7.4M |
| Headwater Capital Co Ltd | +500K New position | 500K | $7.2M |
| WCM Investment Management, LLC Active manager | +355K +30.3% | 1.5M | $22.3M |
| Amova Asset Management Americas, Inc. | +212K +33.0% | 854K | $12.2M |
| Sumitomo Mitsui Trust Group, Inc. | +196K +30.6% | 838K | $12M |
| Dymon Asia Capital (Singapore) Pte. Ltd. | +171K New position | 171K | $2.4M |
| Holocene Advisors, LP Hedge fund | +113K +6.4% | 1.9M | $27.2M |
| Legal & General Group PLC | +63K New position | 63K | $908,160 |
| Renaissance Technologies LLC Hedge fund | +43K New position | 43K | $611,891 |
| Mackenzie Financial Corp | +39K New position | 39K | $561,163 |
| Jane Street Group, LLC | +28K New position | 28K | $399,133 |
| Sbi Securities Co., Ltd. | +27K +40.4% | 94K | $1.4M |
| Sierra Legacy Group | +25K New position | 25K | $358,393 |
| Aster Capital Management (Difc) Ltd | +21K New position | 21K | $298,652 |
| Goldman Sachs Group Inc | +17K New position | 17K | $243,137 |
| Nwf Advisory Services Inc. | +15K New position | 15K | $210,651 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Valueact Holdings, L.P. Hedge fund | +2.2M New position | 2.2M | $30.9M |
| Schroder Investment Management Group Active manager | +1.0M +199.2% | 1.5M | $21.8M |
| WCM Investment Management, LLC Active manager | +355K +30.3% | 1.5M | $22.3M |
| Holocene Advisors, LP Hedge fund | +113K +6.4% | 1.9M | $27.2M |
| Renaissance Technologies LLC Hedge fund | +43K New position | 43K | $611,891 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −2.3M −73.3% | 821K | $11.8M |
| UBS Group AG | −1.9M −72.6% | 720K | $10.3M |
| My.Alpha Management Hk Advisors Ltd | −1.5M Sold out | 0 | — |
| Wfm Asia (BVI) Ltd | −1.2M Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −560K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −553K −94.0% | 35K | $501,550 |
| Wellington Management Group LLP Active manager | −421K Sold out | 0 | — |
| Tiger Global Management LLC Hedge fund | −400K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −360K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −308K −95.3% | 15K | $218,117 |
| Polymer Capital Management (US) LLC | −178K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −173K −11.2% | 1.4M | $19.5M |
| Morgan Stanley | −120K −76.2% | 38K | $537,805 |
| Boothbay Fund Management, LLC Hedge fund | −100K Sold out | 0 | — |
| Voya Investment Management LLC | −94K −38.8% | 148K | $2.1M |
| First Trust Advisors LP | −89K Sold out | 0 | — |
| Bluecrest Capital Management Ltd Hedge fund | −75K −37.5% | 125K | $1.8M |
| Polymer Capital Management (HK) Ltd | −68K Sold out | 0 | — |
| Stifel Financial Corp | −57K Sold out | 0 | — |
| FMR LLC Active manager | −42K −8.3% | 468K | $6.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −2.3M −73.3% | 821K | $11.8M |
| Citadel Advisors LLC Hedge fund | −560K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −553K −94.0% | 35K | $501,550 |
| Wellington Management Group LLP Active manager | −421K Sold out | 0 | — |
| Tiger Global Management LLC Hedge fund | −400K Sold out | 0 | — |
| D. E. Shaw & Co., Inc. Hedge fund | −360K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −308K −95.3% | 15K | $218,117 |
| Marshall Wace, LLP Hedge fund | −173K −11.2% | 1.4M | $19.5M |
| Boothbay Fund Management, LLC Hedge fund | −100K Sold out | 0 | — |
| Bluecrest Capital Management Ltd Hedge fund | −75K −37.5% | 125K | $1.8M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Valueact Holdings, L.P.Hedge fund | 2.2M | $30.9M |
| Joho Capital LLC | 962K | $13.8M |
| Philadelphia Financial Management Of San Francisco, LLC | 515K | $7.4M |
| Headwater Capital Co Ltd | 500K | $7.2M |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 171K | $2.4M |
| Legal & General Group PLC | 63K | $908,160 |
| Renaissance Technologies LLCHedge fund | 43K | $611,891 |
| Mackenzie Financial Corp | 39K | $561,163 |
| Jane Street Group, LLC | 28K | $399,133 |
| Sierra Legacy Group | 25K | $358,393 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| My.Alpha Management Hk Advisors Ltd | 1.5M | $32.5M |
| Wfm Asia (BVI) Ltd | 1.2M | $25.6M |
| Citadel Advisors LLCHedge fund | 560K | $12M |
| Wellington Management Group LLPActive manager | 421K | $9M |
| Tiger Global Management LLCHedge fund | 400K | $8.5M |
| D. E. Shaw & Co., Inc.Hedge fund | 360K | $7.7M |
| Polymer Capital Management (US) LLC | 178K | $3.8M |
| Boothbay Fund Management, LLCHedge fund | 100K | $2.1M |
| First Trust Advisors LP | 89K | $1.9M |
| Polymer Capital Management (HK) Ltd | 68K | $1.5M |
Who holds the shares
- Institutions reporting
- 46
- Ten largest holders
- 76.3% of 13F-reported shares
- Index fund managers
- 13.2% of 13F-reported shares
- Active managers and hedge funds
- 36.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 5 | 13 | 2 | 5 | −1.6M | −13.2% |
| Index fund managers | 0 | 1 | 0 | 0 | −26K | −0.7% |
| Other institutions | 23 | 17 | 17 | 13 | −1.5M | −11.8% |