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Seth Klarman’s PagSeguro Digital PAGS Stock Holding History

Seth Klarman’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 $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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 $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Seth Klarman's PAGS Position: Q4 2025 in Review

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

Seth Klarman 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.

  • Seth Klarman reported no remaining PagSeguro Digital position as of Q4 2025 after selling out during the quarter.
  • Seth Klarman sold 2,500,000 PagSeguro Digital shares in Q4 2025, an estimated $25M.
  • Seth Klarman first reported a position in PagSeguro Digital in Q2 2025 and held it in 2 quarters.
  • Seth Klarman'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.