PAYO
Payoneer Global Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +11.1% ·
flujo de acciones 0.0% ·
nuevas posiciones netas +10.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | +1 | 184.43M | $1.29B | +13 | −13 |
| Q1 2026 | 105 | +1 | 181.11M | $867.91M | +8 | −7 |
| Q4 2025 | 103 | 0 | 208.20M | $1.16B | +1 | −1 |
| Q3 2025 | 20 | +2 | 129.20M | $772.30M | +2 | n/a |
| Q2 2025 | 15 | -3 | 119.24M | $806.31M | n/a | −3 |
| Q1 2025 | 15 | 0 | 48.57M | $344.38M | n/a | n/a |
| Q4 2024 | 15 | 0 | 52.60M | $518.62M | n/a | n/a |
| Q3 2024 | 14 | +1 | 33.41M | $240.17M | +1 | n/a |
| Q2 2024 | 13 | n/a | 36.94M | $177.49M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 39.37M | +2.9% | $238.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (pasivo) | 32.12M | -5.1% | $194.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 10.58M | +5.1% | $63.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 10.25M | +2.4% | $62.04M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (pasivo) | 7.32M | +3.6% | $44.26M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 5.93M | n/a | $35.87M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | Millennium Management ✦ | 6.90M | -29.6% | $33.22M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 3.57M | +7.8% | $21.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 2.78M | n/a | $16.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Fidelity (FMR) ✦ | 2.05M | +12.4% | $12.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 1.83M | -0.9% | $11.09M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 1.71M | +37.7% | $10.37M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 1.28M | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Bridgewater Associates ✦ | 953.75K | Nuevo | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 739.79K | -32.2% | $4.48M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Wellington Management ✦ | 753.18K | +115.8% | $3.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 531.72K | +47.7% | $3.22M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 402.59K | Nuevo | $2.44M | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 98.05K | -26.7% | $593,172 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 36.92K | 0.0% | $223,390 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Bridgewater Associates | $5.77M | 0.0% |
| Marshall Wace | $2.44M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 278.20K acciones, $1,343 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
10.2% de clase · Ver presentación original ante la SEC ↗