ValueAct Capital (Mason Morfit)'s PAYP Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 2.15 M shares of PayPay Corporation (PAYP) worth $30.88 M, representing 0.55% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, ValueAct Capital (Mason Morfit) has initiated a new position in PAYP, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s PayPay Corporation (PAYP) Holding Value Over Time
Track share changes against reported price movement
Quarterly PayPay Corporation (PAYP) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2.15 M | New Buy | 2.15 M | $14.33 |
ValueAct Capital (Mason Morfit)'s PayPay Corporation Investment FAQs
ValueAct Capital (Mason Morfit) first purchased PayPay Corporation (PAYP) in Q2 2026, acquiring 2,154,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held PayPay Corporation (PAYP) for 1 quarters since Q2 2026.
ValueAct Capital (Mason Morfit)'s largest addition to PayPay Corporation (PAYP) was in Q2 2026, adding 2,154,800 shares worth $30.88 M.
According to the latest 13F filing for Q2 2026, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 2,154,800 shares of PayPay Corporation (PAYP), valued at approximately $30.88 M.
As of the Q2 2026 filing, PayPay Corporation (PAYP) represents approximately 0.55% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in PayPay Corporation (PAYP) was 2,154,800 shares, as reported at the end of Q2 2026.