PAGS
PagSeguro Digital Ltd. · Industrials · Specialty Business Services
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones -19.9% ·
nuevas posiciones netas -9.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | -1 | 79.12M | $729.14M | +6 | −7 |
| Q1 2026 | 95 | +7 | 81.08M | $811.76M | +8 | −2 |
| Q4 2025 | 88 | -2 | 76.46M | $737.11M | +1 | −2 |
| Q3 2025 | 20 | +3 | 58.65M | $586.46M | +4 | −2 |
| Q2 2025 | 15 | +1 | 51.45M | $495.96M | +2 | −1 |
| Q1 2025 | 11 | -1 | 37.44M | $285.65M | — | −1 |
| Q4 2024 | 12 | +1 | 46.73M | $292.53M | +1 | — |
| Q3 2024 | 10 | -1 | 28.30M | $243.62M | — | −1 |
| Q2 2024 | 11 | — | 33.04M | $386.20M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management ✦ | 17.90M | -7.8% | $136.57M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 2 | Capital World Investors ✦ | 5.24M | 0.0% | $40.00M | 0.0% | Held | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 5.21M | -1.8% | $39.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 2.73M | -38.7% | $20.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Marshall Wace ✦ | 2.73M | -38.7% | $20.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 2.73M | -38.7% | $20.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 2.65M | -2.2% | $20.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 2.65M | -2.2% | $20.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 1.55M | -75.3% | $11.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.44M | -18.1% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.44M | -18.1% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 288.91K | -39.9% | $2.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 215.45K | -70.7% | $1.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 215.45K | -70.7% | $1.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 215.45K | -70.7% | $1.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 215.45K | -70.7% | $1.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 215.45K | -70.7% | $1.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 131.29K | -3.0% | $1.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 131.29K | -3.0% | $1.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 79.73K | +9.3% | $609,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Arrowstreet Capital | $989,493 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 259 tenedores, 119.88M acciones, $1.09B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.