Dmitry Balyasny’s Payoneer PAYO Stock Holding History

Dmitry Balyasny’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 Q2	$32.1M	Buy	4,510,577 +3,664,994	+433%	+$20.1M	0.04%	512
2026 Q1	$4.08M	Buy	845,583 +827,519	+4,581%	+$4.36M	0.01%	1449
2025 Q4	$102K	Sell	18,064 -913,729	-98%	-$5.28M	﹤0.01%	2957
2025 Q3	$5.64M	Buy	931,793 +696,159	+295%	+$4.67M	0.01%	1320
2025 Q2	$1.61M	Buy	+235,634	New	+$1.6M	﹤0.01%	1842
2024 Q4	–	Sell	-38,327	Closed	-$289K	–	3139
2024 Q3	$289K	Buy	+38,327	New	+$249K	﹤0.01%	2466
2024 Q2	–	Sell	-350,001	Closed	-$1.7M	–	2972
2024 Q1	$1.7M	Buy	+350,001	New	+$1.7M	﹤0.01%	1591
2023 Q2	–	Sell	-86,047	Closed	-$540K	–	2657
2023 Q1	$540K	Buy	+86,047	New	+$512K	﹤0.01%	1933
2022 Q2	–	Sell	-89,403	Closed	-$399K	–	3067
2022 Q1	$399K	Buy	89,403 +64,825	+264%	+$328K	﹤0.01%	1851
2021 Q4	$181K	Buy	+24,578	New	+$189K	﹤0.01%	1873
2021 Q3	–	Sell	-36,497	Closed	-$378K	–	2308
2021 Q2	$378K	Buy	+36,497	New	+$384K	﹤0.01%	1607

Other funds holding PAYO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

SCM

Susquehanna Capital Management Bala Cynwyd, Pennsylvania $146M AUM 3.94% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Dmitry Balyasny's PAYO Position: Q2 2026 in Review

Dmitry Balyasny increased its Payoneer (PAYO) stake by 433% in Q2 2026, buying an estimated $20.1M and bringing the position to 4,510,577 shares worth $32.1M. The position accounts for 0.04% of the portfolio, ranked #512.

Dmitry Balyasny first reported a position in PAYO in Q2 2021 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold PAYO as of Q2 2026.

Dmitry Balyasny held 4,510,577 shares of Payoneer worth $32.1M as of Q2 2026.
Dmitry Balyasny bought 3,664,994 Payoneer shares in Q2 2026, an estimated $20.1M.
Payoneer made up 0.04% of Dmitry Balyasny's portfolio in Q2 2026, its #512 holding.
Dmitry Balyasny first reported a position in Payoneer in Q2 2021 and has held it in 11 quarters since.
298 funds tracked by Wall St. Rank held Payoneer as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.