Polymer Capital Management’s PayPay PAYP Stock Holding History

Polymer Capital Management’s Portfolio PAYP Stock Details PAYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-178,100	Closed	-$3.8M	–	1057
2026 Q1	$3.8M	Buy	+178,100	New	+$3.77M	0.38%	56

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EQF

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WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Joho Capital New York $460M AUM 11.37% 1-Year Est. Return

Polymer Capital Management's PAYP Position: Q2 2026 in Review

Polymer Capital Management sold out of PayPay (PAYP) in Q2 2026, closing a stake of 178,100 shares — an estimated $3.8M sold.

Polymer Capital Management first reported a position in PAYP in Q1 2026 and held it in 1 quarter. The position peaked at $3.8M in Q1 2026. 47 funds tracked by Wall St. Rank hold PAYP as of Q2 2026.

Polymer Capital Management reported no remaining PayPay position as of Q2 2026 after selling out during the quarter.
Polymer Capital Management sold 178,100 PayPay shares in Q2 2026, an estimated $3.8M.
Polymer Capital Management first reported a position in PayPay in Q1 2026 and held it in 1 quarter.
Polymer Capital Management's PayPay position peaked at $3.8M in Q1 2026.
47 funds tracked by Wall St. Rank held PayPay as of Q2 2026.

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