13FPulse
PA

PAYO PAYONEER GLOBAL INC

2026Q2 · CUSIP 70451X104 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
297
Institutions that reported holding it to the SEC
Net increase in holders
+20
Last quarter 277 → now 297
How unusual is that
Top 20%
Stronger buying than 83% of US stocks
What the filings say, in one paragraph

297 funds held PAYO at the end of 2026Q2, up 20 from the quarter before. That is stronger buying than 83.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.1B(YoY +6.3%), the P/E is 50.9x, return on equity is 7.7%. PAYO has had 7 buying rushes in its history, and the price moved -6.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=92 2021Q4: holders=120 2022Q1: holders=127 2022Q2: holders=131 2022Q3: holders=169 2022Q4: holders=198 2023Q1: holders=206 2023Q2: holders=200 2023Q3: holders=211 2023Q4: holders=222 2024Q1: holders=206 2024Q2: holders=218 2024Q3: holders=228 2024Q4: holders=269 2025Q1: holders=278 2025Q2: holders=275 2025Q3: holders=286 2025Q4: holders=287 2026Q1: holders=277 2026Q2: holders=297 -41 -20.5 +0 +20.5 +41 82197312 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q4 Top 20% -29.3% -31.7%
2023Q3 Top 20% -9.6% -1.8%
2023Q1 Top 20% +8.9% +26.2%
2022Q4 Top 20% +7.8% -21.8%
2022Q3 Top 5% -7.2% -3.1%
2021Q4 Top 20% -1.4% -4.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
156
Change in large funds
+10
Total value they hold
$2.1B
Funds buying for the first time
79
Funds that sold out entirely
59
Price change that quarter
+48.3%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
50.9
EPS (TTM)
$0.14
EPS YoY
-41.7%
Revenue (TTM)
$1.1B
Revenue YoY
+6.3%
Net margin
4.7%
ROE
7.7%
Debt ratio
92.5%
FCF (TTM)
$181M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.00 2021-12-31: EPS -0.06 2022-03-31: EPS 0.06 2022-06-30: EPS 0.01 2022-09-30: EPS -0.08 2022-12-31: EPS -0.02 2023-03-31: EPS 0.02 2023-06-30: EPS 0.12 2023-09-30: EPS 0.03 2023-12-31: EPS 0.07 2024-03-31: EPS 0.08 2024-06-30: EPS 0.09 2024-09-30: EPS 0.11 2024-12-31: EPS 0.03 2025-03-31: EPS 0.05 2025-06-30: EPS 0.05 2025-09-30: EPS 0.04 2025-12-31: EPS 0.05 2026-03-31: EPS 0.06 2026-06-30: EPS -0.01 0M 137M 275M $M -0.09 0.02 0.13 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 18 366 714 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M25M68M 2020202120222023202420252026
Latest quarter $42M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.