PAGS

Key Takeaways

• PagBank runs an acquirer, a licensed bank and its own receivables funding vehicles under one roof, which is why more than half of its 2025 revenue of 20,410.5 million reais came from financing merchants rather than from processing for them. • Funding is the pressure point: financial expenses rose 39.6% in 2025, and that single line is why revenue grew 8.5% while the year's profit finished almost exactly where the prior year's did. • The credit book is the thing to watch next. It closed 2025 at

Institutional ownership

252 institutional managers reported holding PAGS in 13F filings for the quarter ended 2026-03-31. Together they hold about 38% of the company; the top 10 hold 21%. 41 opened new positions that quarter. Held by BlackRock, Point72, Goldman Sachs, among others. On the short side, 18.6M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

PAGS has cut its share count 2.6% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at PAGS over the trailing three years: 2026: 2 buys totaling $4.97M. 7 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

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