Payoneer Global Inc (PAYO) — Smart Money Tracker (13F, Q2 2026)

PAYO ranks #2109 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PAYO is a top-conviction position for Susquehanna Capital Management, LLC — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PAYO belongs to California State Teachers Retirement System, but the position matters far more to Susquehanna Capital Management, LLC, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its PAYO position for two straight quarters, increasing it by $294.3M to reach $295.8M today.

Price T Rowe Associates Inc /md/ has trimmed its PAYO position for two straight quarters, cutting it by $55.0M while still holding $3.6M.

PAYO is down 0.3% today, but institutions show net buying of $317.7M this quarter — a divergence between today's price move and the underlying institutional flow.

PAYO posted net income of $50.3M over the trailing twelve months, and currently trades at a P/E of 53.3.

• Profitable — net income of $50.3M over the trailing twelve months
• Revenue grew 11.7% year over year
• Net income declined year over year, from $99.8M to $50.3M
• Generated $233.5M in positive operating cash flow
• Current ratio of 1.00x — below the conventional 1.5x liquidity buffer
• Liabilities run 11.71x equity — a highly leveraged balance sheet worth noting