JO
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John Overdeck’s Payoneer PAYO Stock Holding History

John Overdeck’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 		$5.79M Sell
812,833
-1,486,982
-65% -$8.14M ﹤0.01% 2000
2026
Q1 		$11.1M Buy
2,299,815
+643,623
+39% +$3.39M 0.01% 1339
2025
Q4 		$9.31M Sell
1,656,192
-177,074
-10% -$1.02M 0.01% 1178
2025
Q3 		$11.1M Sell
1,833,266
-17,346
-0.9% -$116K 0.02% 905
2025
Q2 		$12.7M Sell
1,850,612
-302,633
-14% -$2.05M 0.02% 719
2025
Q1 		$15.7M Sell
2,153,245
-506,275
-19% -$4.72M 0.03% 579
2024
Q4 		$26.7M Buy
2,659,520
+458,891
+21% +$4.38M 0.06% 400
2024
Q3 		$16.6M Sell
2,200,629
-509,780
-19% -$3.31M 0.04% 561
2024
Q2 		$15M Sell
2,710,409
-379,023
-12% -$2.05M 0.03% 556
2024
Q1 		$15M Sell
3,089,432
-535,529
-15% -$2.61M 0.04% 529
2023
Q4 		$18.9M Buy
3,624,961
+483,932
+15% +$2.67M 0.04% 439
2023
Q3 		$19.2M Buy
3,141,029
+699,593
+29% +$3.94M 0.05% 399
2023
Q2 		$11.7M Buy
2,441,436
+459,072
+23% +$2.3M 0.03% 577
2023
Q1 		$12.4M Buy
1,982,364
+1,140,681
+136% +$6.79M 0.04% 510
2022
Q4 		$4.6M Sell
841,683
-725,708
-46% -$4.55M 0.01% 896
2022
Q3 		$9.48M Buy
1,567,391
+919,427
+142% +$5.34M 0.03% 509
2022
Q2 		$2.54M Buy
647,964
+52,119
+9% +$232K 0.01% 1061
2022
Q1 		$2.66M Buy
+595,845
New +$3.01M 0.01% 1206
2021
Q4 		– Sell
-17,668
Closed -$151K – 4719
2021
Q3 		$151K Buy
+17,668
New +$172K ﹤0.01% 4020

Other funds holding PAYO

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

John Overdeck's PAYO Position: Q2 2026 in Review

John Overdeck reduced its Payoneer (PAYO) stake by 65% in Q2 2026, selling an estimated $8.14M and leaving 812,833 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

John Overdeck first reported a position in PAYO in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.7M in Q4 2024. 298 funds tracked by Wall St. Rank hold PAYO as of Q2 2026.

  • John Overdeck held 812,833 shares of Payoneer worth $5.79M as of Q2 2026.
  • John Overdeck sold 1,486,982 Payoneer shares in Q2 2026, an estimated $8.14M.
  • Payoneer made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2000 holding.
  • John Overdeck first reported a position in Payoneer in Q3 2021 and has held it in 19 quarters since.
  • John Overdeck's Payoneer position peaked at $26.7M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Payoneer as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.