Payoneer
PAYO
277 hedge funds and large institutions have $2.23B invested in Payoneer in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 40 closing their positions.
29% more call options, than puts
Call options by funds: $3.33M | Put options by funds: $2.58M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 92
0.57% more ownership
Funds ownership: 89.83% → 90.4% (+0.57%)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1% less funds holding
Funds holding: 281 → 277 (-4)
5% less capital invested
Capital invested by funds: $2.35B → $2.23B (-$123M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$30.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$21.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.7M |
| 4 |
Millennium Management
New York
|
+$15.4M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$18.9M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$17.1M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$14M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$9.61M |
PAYO Hedge Fund Activity: Q2 2025 in Review
277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q2 2025, worth a combined $2.23B — down 5.2% from $2.35B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of PAYO and 37 opened new positions — a net loss of 3 holders — while 92 trimmed existing stakes and 105 added.
The largest buyer was Azora Capital LP, opening a new position worth an estimated $30.7M. The largest seller was American Century Companies, cutting an estimated $18.9M.
- 277 institutional investors held Payoneer (PAYO) as of Q2 2025, down from 281 in Q1 2025.
- Funds reported $2.23B of Payoneer stock for Q2 2025, down 5.2% quarter-over-quarter.
- 37 funds opened new Payoneer positions in Q2 2025 and 40 closed out, a net change of -3 holders.
- The largest Payoneer buyer in Q2 2025 was Azora Capital LP, an estimated $30.7M added.
- The largest Payoneer seller in Q2 2025 was American Century Companies, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2025.