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Baupost Group’s PagSeguro Digital PAGS Stock Holding History

Baupost Group’s Portfolio PAGS Stock Details PAGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,500,000
Closed -$25M – 23
2025
Q3 		$25M Hold
2,500,000
– – 0.52% 19
2025
Q2 		$24.1M Buy
+2,500,000
New +$22.5M 0.58% 20

Other funds holding PAGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baupost Group's PAGS Position: Q4 2025 in Review

Baupost Group sold out of PagSeguro Digital (PAGS) in Q4 2025, closing a stake of 2,500,000 shares — an estimated $25M sold.

Baupost Group first reported a position in PAGS in Q2 2025 and held it in 2 quarters. The position peaked at $25M in Q3 2025. 250 funds tracked by Wall St. Rank hold PAGS as of Q4 2025.

  • Baupost Group reported no remaining PagSeguro Digital position as of Q4 2025 after selling out during the quarter.
  • Baupost Group sold 2,500,000 PagSeguro Digital shares in Q4 2025, an estimated $25M.
  • Baupost Group first reported a position in PagSeguro Digital in Q2 2025 and held it in 2 quarters.
  • Baupost Group's PagSeguro Digital position peaked at $25M in Q3 2025.
  • 250 funds tracked by Wall St. Rank held PagSeguro Digital as of Q4 2025.

Based on Baupost Group's 13F filing for Q4 2025, filed 13 Feb 2026.