1 tracked superinvestor hold PAYPAY CORP (PAYP), worth $31M combined, led by Mason Morfit. Smart money is accumulating PAYP as of the latest 13F filings.
Current price
$17.04
PayPay Corporation is a leading Japanese financial technology firm that delivers a comprehensive digital finance platform. This platform offers a wide array of user-friendly payment solutions and various other financial services across Japan. The company's operations are strategically divided into two main segments: Payment and Financial Services. The Payment division is primarily responsible for…
Market cap
$14.6B
P/E
21.03
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$31M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating PAYP: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
PAYPAY CORP (PAYP) is held by 1 tracked funds worth $31M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Mason Morfit at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Mason Morfit), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.5% | $31M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own PAYP?
1 tracked funds hold PAYPAY CORP (PAYP), the largest being Mason Morfit (ValueAct Capital) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PAYP?
In the most recent 13F quarter, 1 tracked fund added or opened PAYP and 0 trimmed it, including 1 brand-new position.
How much PAYP do tracked funds hold?
Combined disclosed long exposure to PAYP across tracked superinvestors is $31M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.