Payoneer Global Inc.
At today's price, Payoneer Global Inc. (PAYO) is priced for +21.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Payoneer moves money across borders for small businesses and marketplaces in emerging markets ⟦"The growth of digital commerce has made it easier for SMBs in emerging markets to"⟧, with volume up 16% to $22.8 billion and revenue per customer rising 17% in the most recent quarter. • A fifth of revenue is interest the company earns on roughly $7.6 billion of customer funds it holds, and that income is rate-sensitive and already falling, which the company itself flags as a material risk to result
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268 institutional managers reported holding PAYO in 13F filings for the quarter ended 2026-03-31. Together they hold about 81% of the company; the top 10 hold 52%. 44 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 14.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (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.
No open-market insider buys on file at PAYO over the trailing three years. Absence is a fact about the company, not a signal. 13 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.
PAYO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +13.8% | +2.6% |
| 2023-11-09 | -7.5% | -7.0% |
| 2024-02-29 | -12.6% | +2.9% |
| 2024-05-09 | +12.4% | -9.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PAYO's latest 8-K filings: 2026-06-15 (items 1.01, 7.01, 8.01, 9.01); 2026-06-09 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-02-26 (items 2.02, 9.01); 2025-12-03 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.