Caption Management’s Payoneer PAYO Stock Holding History

Caption Management’s Portfolio PAYO Stock Details PAYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	+243,500	New	+$1.28M	0.01%	972
2025 Q1	–	Sell	-60,000	Closed	-$602K	–	1907
2024 Q4	$602K	Sell	60,000 -154,000	-72%	-$1.47M	0.01%	1049
2024 Q3	$1.61M	Sell	214,000 -339,000	-61%	-$2.2M	0.03%	636
2024 Q2	$3.06M	Buy	553,000 +62,800	+13%	+$340K	0.05%	391
2024 Q1	$2.38M	Buy	490,200 +360,200	+277%	+$1.75M	0.04%	486
2023 Q4	$677K	Buy	130,000 +30,000	+30%	+$165K	0.01%	889
2023 Q3	$612K	Hold	100,000	–	–	0.01%	892
2023 Q2	$481K	Hold	100,000	–	–	0.01%	828
2023 Q1	$628K	Buy	+100,000	New	+$595K	0.01%	743
2022 Q1	–	Sell	-133,300	Closed	-$979K	–	1814
2021 Q4	$979K	Buy	+133,300	New	+$1.02M	0.01%	1059
2021 Q3	–	Sell	-100,000	Closed	-$1.04M	–	1722
2021 Q2	$1.04M	Buy	+100,000	New	+$1.05M	0.01%	880

Other funds holding PAYO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

SCM

Susquehanna Capital Management Bala Cynwyd, Pennsylvania $99.2M AUM 33.93% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caption Management's PAYO Position: Q1 2026 in Review

Caption Management reduced its Payoneer (PAYO) stake by 78% in Q1 2026, selling an estimated $1.7M and leaving 88,500 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Caption Management first reported a position in PAYO in Q2 2021 and has held it in 12 quarters since. The position peaked at $5.76M in Q3 2024. 277 funds tracked by Wall St. Rank hold PAYO as of Q1 2026.

Caption Management held 88,500 shares of Payoneer worth $427K as of Q1 2026.
Caption Management sold 321,500 Payoneer shares in Q1 2026, an estimated $1.7M.
Payoneer made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1240 holding.
Caption Management first reported a position in Payoneer in Q2 2021 and has held it in 12 quarters since.
Caption Management's Payoneer position peaked at $5.76M in Q3 2024.
277 funds tracked by Wall St. Rank held Payoneer as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.