PAGS
PagSeguro Digital Ltd. · Industrials · Specialty Business Services
Моментум-факторы (сопоставимые управляющие):
широта держателей +17.6% ·
поток акций -4.6% ·
новые чистые позиции +10.0%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q3 2025
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 18.38M | +4.4% | $183.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 10.07M | -18.6% | $100.69M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (пассивный) | 4.48M | -3.5% | $44.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 3.91M | — | $39.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 3.91M | — | $39.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.49M | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.69M | — | $26.87M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Geode Capital Management ✦ (пассивный) | 2.66M | +3.2% | $26.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Geode Capital Management ✦ (пассивный) | 2.66M | +3.2% | $26.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 40 | Baupost Group ✦ | 2.50M | 0.0% | $25.00M | 0.5% | Held | 2 | SEC ↗ |
| 41 | Millennium Management ✦ | 2.40M | +102.6% | $23.97M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | Marshall Wace ✦ | 2.29M | +12.6% | $22.86M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Marshall Wace ✦ | 2.29M | +12.6% | $22.86M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | Marshall Wace ✦ | 2.29M | +12.6% | $22.86M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | The Vanguard Group ✦ (пассивный) | 1.43M | -0.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | The Vanguard Group ✦ (пассивный) | 1.43M | -0.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | The Vanguard Group ✦ (пассивный) | 1.43M | -0.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | The Vanguard Group ✦ (пассивный) | 1.43M | -0.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | The Vanguard Group ✦ (пассивный) | 1.43M | -0.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 1.21M | +13.0% | $12.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 1.21M | +13.0% | $12.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 1.21M | +13.0% | $12.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 1.21M | +13.0% | $12.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 1.21M | +13.0% | $12.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 938.67K | Новый | $9.39M | 0.0% | New | 1 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 938.67K | Новый | $9.39M | 0.0% | New | 1 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 897.88K | Новый | $8.98M | 0.0% | New | 1 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 426.94K | -8.6% | $4.27M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 426.94K | -8.6% | $4.27M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Wellington Management ✦ | 368.69K | Новый | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 61 | Wellington Management ✦ | 368.69K | Новый | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 62 | Bridgewater Associates ✦ | 254.54K | Новый | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 111.82K | -20.8% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | T. Rowe Price ✦ | 98.47K | +10.8% | $985,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 39.08K | -2.3% | $390,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 39.08K | -2.3% | $390,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 39.08K | -2.3% | $390,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| D. E. Shaw & Co. | $9.39M | 0.0% |
| D. E. Shaw & Co. | $9.39M | 0.0% |
| Two Sigma Investments | $8.98M | 0.0% |
| Wellington Management | $3.69M | 0.0% |
| Wellington Management | $3.69M | 0.0% |
| Bridgewater Associates | $2.55M | 0.0% |
Закрыто
| Capital World Investors | $50.53M | составлял 0.0% |
| Norges Bank | $528,542 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 259 держатели, 119.88M акции, $1.09B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.