PAYO — PAYONEER GLOBAL INC
As of Q2 2026, 40 SEC-registered investment managers reported holding PAYO (PAYONEER GLOBAL INC) in their latest 13F filings, with a combined reported value of $747.75M across 107.13M shares. That is -2.3% by share count (-2.48M shares) versus the previous quarter, while reported value moved +57.9%. Ownership is concentrated: the five largest holders account for 58.1% of reported value and the top ten for 77.2%.
Compared with the prior quarter, 6 opened new positions, 11 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PAYO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 39.06M | $278.08M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 32.17M | $180.82M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 7.09M | $50.48M | 0.00% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 5.56M | $39.60M | 0.02% | New |
| Morgan Stanley history | Q2 2026 | 4.72M | $33.62M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 4.61M | $32.76M | 0.00% | New |
| Temasek Holdings history | Q1 2026 | 6.73M | $32.48M | 0.11% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 4.51M | $32.12M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.43M | $31.52M | 0.00% | Add |
| MFS Investment Management history | Q1 2023 | 4.93M | $30.94M | 0.01% | Hold |
| Millennium Management history | Q2 2026 | 5.66M | $29.93M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 3.71M | $26.40M | 0.00% | Reduce |
| Soros Fund Management history | Q2 2026 | 3.20M | $22.78M | 0.32% | New |
| Goldman Sachs Group history | Q2 2026 | 3.03M | $21.60M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 2.83M | $20.12M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 2.64M | $18.79M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 2.02M | $14.38M | 0.02% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 1.57M | $11.20M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 1.48M | $10.55M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 1.33M | $9.43M | 0.01% | Reduce |
New Positions (Q2 2026)
- Arrowstreet Capital 5.56M sh · $39.60M
- JPMorgan Chase & Co 4.61M sh · $32.76M
- Soros Fund Management 3.20M sh · $22.78M
- Norges Bank Investment Management 1.57M sh · $11.20M
- Lazard Asset Management 520.85K sh · $3.71M
- Moore Capital Management 281.03K sh · $2.00M
Fully Exited (vs previous quarter)
- Temasek Holdings sold 6.73M sh · $32.48M
- Janus Henderson Group sold 128.18K sh · $619.76K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 36.78M | 36.73M | 37.59M | 38.26M | 39.37M | 39.21M | 39.97M | 39.06M |
| Geode Capital Management | 1.79M | 1.99M | 2.03M | 3.78M | 3.88M | 3.97M | 4.13M | 4.90M | 5.65M | 5.98M | 6.28M | 6.67M | 6.62M | 6.78M | 6.83M | 7.06M | 7.32M | 6.97M | 7.15M | 7.09M |
| Arrowstreet Capital | — | — | — | — | 413.66K | — | 279.69K | 311.52K | 724.13K | 801.26K | 622.56K | 796.30K | 1.16M | 3.47M | 1.89M | 1.09M | 739.79K | — | — | 5.56M |
| Morgan Stanley | 187.00K | 94.30K | 190.67K | 452.66K | 1.15M | 1.80M | 2.06M | 4.97M | 4.98M | 2.09M | 5.10M | 3.11M | 5.53M | 5.69M | 5.58M | 5.36M | 5.93M | 6.30M | 5.07M | 4.72M |
| JPMorgan Chase & Co | 3.00K | 53.24K | 59.05K | 220.45K | 1.08M | 352.99K | 264.67K | 872.94K | 332.17K | 421.03K | 677.11K | 357.56K | 225.96K | 1.16M | 1.02M | 279.30K | 638.23K | 234.98K | — | 4.61M |
| Balyasny Asset Management | — | 24.58K | 89.40K | — | — | — | 86.05K | — | — | — | 350.00K | — | 38.33K | — | — | 235.63K | 931.79K | 18.06K | 845.58K | 4.51M |
| Fidelity Management & Research (FMR) | 1.30M | 3.01M | 531.46K | 533.50K | 3.47M | 537.82K | 546.32K | 541.15K | 17.00K | 145.26K | 334.42K | 963.40K | 1.13M | 1.09M | 1.62M | 1.82M | 2.05M | 2.56M | 3.01M | 4.43M |
| Millennium Management | 1.51M | 2.01M | 2.43M | 2.40M | 5.94M | 5.04M | 7.36M | 10.16M | 7.12M | 6.37M | 5.77M | 6.76M | 6.50M | 6.52M | 7.54M | 9.80M | 6.90M | 4.68M | 2.01M | 5.66M |
| Bank of America Corp | 951 | 1.12M | 1.40M | 1.20M | 1.21M | 1.37M | 1.35M | 1.28M | 1.29M | 1.51M | 1.22M | 1.39M | 1.87M | 2.51M | 3.58M | 3.33M | 3.42M | 3.22M | 3.80M | 3.71M |
| Soros Fund Management | — | 135.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.20M |
| Goldman Sachs Group | 731.72K | 745.85K | 198.29K | 93.16K | 1.98M | 1.11M | 2.11M | 899.35K | 3.60M | 3.31M | 3.06M | 1.98M | 1.94M | 3.17M | 2.34M | 1.68M | 2.78M | 2.89M | 2.69M | 3.03M |
| Northern Trust Corp | 344.95K | 485.27K | 475.29K | 2.00M | 1.96M | 2.16M | 2.14M | 2.50M | 2.66M | 2.60M | 2.55M | 2.47M | 2.56M | 3.02M | 2.90M | 2.87M | 2.94M | 2.76M | 2.77M | 2.83M |
| Charles Schwab Investment Management | 928.85K | 941.93K | 966.04K | 1.43M | 1.47M | 1.54M | 1.55M | 1.68M | 2.08M | 2.08M | 2.12M | 2.27M | 2.34M | 2.43M | 2.35M | 2.43M | 2.67M | 2.69M | 2.59M | 2.64M |
| Renaissance Technologies | — | — | 2.87M | 2.74M | 3.33M | 2.52M | 3.21M | 4.01M | 2.94M | 3.00M | 2.92M | 3.44M | 4.44M | 5.13M | 4.10M | 3.31M | 3.57M | 3.01M | 2.43M | 2.02M |
| Norges Bank Investment Management | — | — | — | — | — | 711.69K | — | — | — | — | — | 877.40K | — | 1.81M | — | — | — | — | — | 1.57M |
| BNY Mellon | 76.18K | 226.25K | 222.01K | 742.95K | 722.14K | 1.75M | 1.68M | 1.77M | 2.02M | 2.05M | 1.94M | 1.97M | 1.72M | 1.69M | 1.58M | 1.57M | 1.63M | 1.60M | 1.52M | 1.48M |
| Principal Global Investors | — | — | — | 33.59K | 31.52K | 1.32M | 1.28M | 1.25M | 1.50M | 1.52M | 1.58M | 1.53M | 1.46M | 1.55M | 1.59M | 1.82M | 1.75M | 1.92M | 1.41M | 1.33M |
| PSP Investments | — | — | — | — | — | 363.40K | 351.07K | 363.94K | 319.63K | 540.57K | 540.57K | 557.35K | 536.95K | 639.66K | 814.24K | 887.74K | 1.14M | 999.27K | 1.04M | 1.04M |
| AQR Capital Management | — | — | 14.42K | 21.03K | — | — | 18.86K | 36.81K | 20.81K | 11.19K | — | 71.42K | 201.90K | 268.38K | 291.91K | 36.92K | 36.92K | 200.80K | 1.02M | 1.01M |
| D. E. Shaw & Co | — | 563.99K | 2.22M | 2.31M | 2.96M | 1.11M | 1.07M | 2.06M | 1.88M | 1.76M | 787.58K | 141.33K | 178.66K | 2.08M | 864.73K | 1.24M | 1.71M | 3.43M | 2.56M | 989.38K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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