PAYONasdaqServices-Business Services, NECFiscal year ends December 31
Payoneer Global Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$7.12+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $2.40B
- P/E (TTM)
- 47.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.5%
303M of 339M shares
Institutional holders
300
79 new, 52 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $175.25K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 39,970,450 | 11.60% | 13G (passive) amendment | Mar 31, 2026 |
| Technology Crossover Management Viii, Ltd. | 34,197,116 | 10.20% | 13D (active) amendment | Jun 12, 2026 |
| Arthur Dantchik | 22,403,628 | 6.30% | 13D (active) amendment | Dec 19, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PAYO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 39,055,605 | 11.53% | $278.08M | −918,551 | 0.00% |
| Technology Crossover Management VIII, Ltd. | 34,197,116 | 10.09% | $243.48M | – | 70.37% |
| Susquehanna Capital Management, LLC | 20,546,965 | 6.06% | $146.29M | – | 100.00% |
| Vanguard Portfolio Management LLC | 14,717,958 | 4.34% | $104.79M | −12,744 | 0.00% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,722,257 | 4.05% | $97.70M | −12,326 | 0.10% |
| Vanguard Capital Management LLC | 12,146,285 | 3.58% | $86.48M | −397,492 | 0.00% |
| State Street Corp | 10,839,124 | 3.20% | $77.17M | −93,675 | 0.00% |
| Pentwater Capital Management LP | 9,888,410 | 2.92% | $70.41M | New | 0.43% |
| Dimensional Fund Advisors LP | 8,732,974 | 2.58% | $62.18M | +1,188,554 | 0.01% |
| Magnetar Financial LLC | 7,109,868 | 2.10% | $50.62M | +7,096,695 | 0.46% |
| Geode Capital Management, LLC | 7,088,655 | 2.09% | $50.48M | −60,752 | 0.00% |
| Millennium Management LLC | 5,656,799 | 1.67% | $29.93M | +3,646,397 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 5,561,761 | 1.64% | $39.60M | New | 0.02% |
| Alliancebernstein L.P. | 4,731,731 | 1.40% | $22.85M | +3,541,184 | 0.01% |
| Morgan Stanley | 4,721,865 | 1.39% | $33.62M | −346,991 | 0.00% |
| JPMorgan Chase & Co | 4,609,455 | 1.36% | $32.76M | +3,616,502 | 0.00% |
| American Century Companies Inc | 4,546,665 | 1.34% | $32.37M | −3,102,073 | 0.01% |
| Balyasny Asset Management L.P. | 4,510,577 | 1.33% | $32.12M | +3,664,994 | 0.04% |
| FMR LLC | 4,426,754 | 1.31% | $31.52M | +1,416,449 | 0.00% |
| Healthcare Of Ontario Pension Plan Trust Fund | 4,364,447 | 1.29% | $31.07M | +2,902,665 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 300 | 303M | 89.5% | 79 / 75 | 98 / 52 | 71M | 51M |
| Q1 2026 | 278 | 284M | 83.8% | 54 / 91 | 92 / 57 | 46M | 41M |
| Q4 2025 | 287 | 311M | 91.8% | 47 / 98 | 100 / 38 | 31M | 29M |
| Q3 2025 | 285 | 324M | 95.5% | 40 / 96 | 99 / 29 | 40M | 44M |
| Q2 2025 | 277 | 327M | 96.5% | 37 / 106 | 91 / 40 | 28M | 25M |
| Q1 2025 | 281 | 324M | 95.6% | 55 / 97 | 96 / 41 | 31M | 24M |
| Q4 2024 | 268 | 321M | 94.6% | 71 / 100 | 62 / 31 | 54M | 32M |
| Q3 2024 | 229 | 317M | 93.6% | 46 / 75 | 77 / 31 | 70M | 36M |
| Q2 2024 | 216 | 319M | 94.1% | 39 / 78 | 67 / 27 | 54M | 32M |
| Q1 2024 | 207 | 312M | 92.0% | 36 / 58 | 76 / 50 | 28M | 25M |
| Q4 2023 | 222 | 308M | 91.0% | 40 / 81 | 65 / 30 | 43M | 42M |
| Q3 2023 | 213 | 307M | 90.5% | 32 / 83 | 59 / 19 | 33M | 24M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PAYO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 16,312,620 | 4.81% | $116.15M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 8,537,963 | 2.52% | $60.79M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 6,721,337 | 1.98% | $47.86M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,135,503 | 1.81% | $43.68M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 4,807,824 | 1.42% | $25.00M | 0.09% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 3,860,630 | 1.14% | $27.49M | 0.48% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,556,478 | 1.05% | $25.32M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,115,915 | 0.92% | $22.19M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,890,536 | 0.85% | $20.73M | 0.06% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,493,194 | 0.74% | $17.75M | 0.10% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 2,443,066 | 0.72% | $17.39M | 0.11% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,866,428 | 0.55% | $13.38M | 0.54% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 1,775,950 | 0.52% | $12.73M | 0.31% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,607,529 | 0.47% | $11.45M | 0.14% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,503,463 | 0.44% | $7.82M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Caplan | Chief Executive Officer, Director | 5,654,906 | 1.67% | Aug 21, 2026 |
| Beatrice Ordonez | Chief Financial Officer | 2,786,963 | 0.82% | Aug 21, 2026 |
| Tsafi Goldman | Chief Legal & Governance Ofcr. | 970,183 | 0.29% | Aug 21, 2026 |
| Michal Fridman | SVP Finance | 203,615 | 0.06% | Mar 31, 2026 |
| Itai Perry | Chief Accounting Officer | 175,266 | 0.05% | Feb 26, 2026 |
| Amir Goldman | Director | 2,345,085 | 0.69% | Jun 22, 2026 |
| Pamela H. Patsley | Director | 240,818 | 0.07% | Jun 11, 2026 |
| Susanna Morgan | Director | 141,354 | 0.04% | Jun 11, 2026 |
| del Castillo Sharda Caro | Director | 142,339 | 0.04% | Jun 11, 2026 |
| Rich Williams | Director | 235,791 | 0.07% | Jun 11, 2026 |
| Barak Eilam | Director | 66,162 | 0.02% | Jun 11, 2026 |
| Christopher P. Marshall | Director | – | – | Jun 11, 2026 |
| Scott H. Galit | Director | 1,572,504 | 0.46% | Jun 5, 2025 |
| TCV Member Fund, L.P. | – | 34,231,404 | 10.10% | Jun 11, 2026 |
| Tcv Viii, L.P. | – | – | – | Jun 11, 2026 |
| Tcv Viii (A), L.P. | – | – | – | Jun 11, 2026 |
| Technology Crossover Management VIII, Ltd. | – | 34,202,250 | 10.09% | Jun 11, 2026 |
| Technology Crossover Management VIII, L.P. | – | – | – | Jun 11, 2026 |
| Tcv Viii (B), L.P. | – | 34,262,702 | 10.11% | Jun 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Caplan Chief Executive Officer, Director | Aug 20, 2026 | Tax withholding | −6,936 | $7.09 | $49.18K | 5,654,906 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Aug 20, 2026 | Tax withholding | −1,652 | $7.09 | $11.71K | 970,183 |
| Beatrice Ordonez Chief Financial Officer | Aug 20, 2026 | Tax withholding | −3,303 | $7.09 | $23.42K | 2,786,963 |
| John Caplan Chief Executive Officer, Director | Aug 19, 2026 | Tax withholding | −34,563 | $7.10 | $245.40K | 5,661,842 |
| John Caplan Chief Executive Officer, Director | Aug 17, 2026 | Tax withholding | −25,873 | $7.13 | $184.47K | 5,696,405 |
| Beatrice Ordonez Chief Financial Officer | Aug 17, 2026 | Tax withholding | −12,321 | $7.13 | $87.85K | 2,790,266 |
| Tsafi Goldman Chief Legal & Governance Ofcr | Aug 17, 2026 | Tax withholding | −6,160 | $7.13 | $43.92K | 971,835 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Aug 14, 2026 | Tax withholding | −17,282 | $7.13 | $123.22K | 977,995 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Aug 13, 2026 | Tax withholding | −10,369 | $7.14 | $74.03K | 995,277 |
| Beatrice Ordonez Chief Financial Officer | Aug 13, 2026 | Tax withholding | −24,194 | $7.14 | $172.75K | 2,802,587 |
| Beatrice Ordonez Chief Financial Officer | Jul 16, 2026 | Tax withholding | −60,485 | $7.09 | $428.84K | 2,826,781 |
| Amir Goldman Director | Jun 22, 2026 | Gift | −500,000 | – | – | 2,257,860 |
| Beatrice Ordonez Chief Financial Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −25,000 | $7.01 | $175.25K | 2,887,266 |
| Tcv Viii (B), L.P. – | Jun 10, 2026 | Award | +31,298 | – | – | 65,586 |
| del Castillo Sharda Caro Director | Jun 10, 2026 | Award | +31,298 | – | – | 142,339 |
| Amir Goldman Director | Jun 10, 2026 | Award | +31,298 | – | – | 87,225 |
| Barak Eilam Director | Jun 10, 2026 | Award | +31,298 | – | – | 66,162 |
| Pamela H. Patsley Director | Jun 10, 2026 | Award | +31,298 | – | – | 240,818 |
| Susanna Morgan Director | Jun 10, 2026 | Award | +31,298 | – | – | 141,354 |
| Rich Williams Director | Jun 10, 2026 | Award | +31,298 | – | – | 235,791 |
| John Caplan Chief Executive Officer, Director | May 26, 2026 | Tax withholding | −69,125 | $4.94 | $341.48K | 5,722,278 |
| John Caplan Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −6,935 | $4.96 | $34.40K | 5,791,403 |
| John Caplan Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −34,563 | $4.80 | $165.90K | 5,798,338 |
| Tsafi Goldman Chief Legal & Governance Ofcr | May 20, 2026 | Tax withholding | −1,652 | $4.96 | $8.19K | 1,020,646 |
| Beatrice Ordonez Chief Financial Officer | May 20, 2026 | Tax withholding | −3,303 | $4.96 | $16.38K | 2,912,266 |
| John Caplan Chief Executive Officer, Director | May 18, 2026 | Tax withholding | −25,873 | $4.60 | $119.02K | 5,832,901 |
| Beatrice Ordonez Chief Financial Officer | May 18, 2026 | Tax withholding | −12,321 | $4.60 | $56.68K | 2,915,569 |
| Tsafi Goldman Chief Legal & Governance Ofcr | May 18, 2026 | Tax withholding | −6,161 | $4.60 | $28.34K | 1,022,298 |
| Beatrice Ordonez Chief Financial Officer | May 14, 2026 | Tax withholding | −24,194 | $4.93 | $119.28K | 2,927,890 |
| Tsafi Goldman Chief Legal & Governance Ofcr | May 14, 2026 | Tax withholding | −17,282 | $4.87 | $84.16K | 1,028,459 |
| Tsafi Goldman Chief Legal & Governance Ofcr | May 14, 2026 | Tax withholding | −10,369 | $4.93 | $51.12K | 1,045,741 |
| Beatrice Ordonez Chief Financial Officer | Apr 16, 2026 | Tax withholding | −60,485 | $5.17 | $312.71K | 2,952,084 |
| John Caplan Chief Executive Officer, Director | Feb 26, 2026 | Tax withholding | −69,125 | $5.24 | $362.22K | 5,858,774 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Feb 26, 2026 | Tax withholding | −6,913 | $5.41 | $37.40K | 1,056,110 |
| Itai Perry Chief Accounting Officer | Feb 26, 2026 | Tax withholding | −1,014 | $5.41 | $5.49K | 175,266 |
| Beatrice Ordonez Chief Financial Officer | Feb 25, 2026 | Tax withholding | −13,210 | $5.41 | $71.47K | 3,012,569 |
| John Caplan Chief Executive Officer, Director | Feb 25, 2026 | Tax withholding | −27,740 | $5.41 | $150.07K | 5,927,899 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Feb 25, 2026 | Tax withholding | −6,605 | $5.41 | $35.73K | 1,063,023 |
| John Caplan Chief Executive Officer, Director | Feb 20, 2026 | Award | +200,645 | – | – | 5,955,639 |
| John Caplan Chief Executive Officer, Director | Feb 20, 2026 | Award | +1,069,630 | – | – | 5,754,994 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Feb 20, 2026 | Award | +377,516 | – | – | 1,021,855 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Feb 20, 2026 | Award | +47,773 | – | – | 1,069,628 |
| Beatrice Ordonez Chief Financial Officer | Feb 20, 2026 | Award | +755,033 | – | – | 2,930,234 |
| Beatrice Ordonez Chief Financial Officer | Feb 20, 2026 | Award | +95,545 | – | – | 3,025,779 |
| Tsafi Goldman Chief Legal & Governance Ofcr | Feb 19, 2026 | Tax withholding | −24,641 | $5.35 | $131.83K | 644,339 |
| Beatrice Ordonez Chief Financial Officer | Feb 19, 2026 | Tax withholding | −49,282 | $5.35 | $263.66K | 2,175,201 |
| John Caplan Chief Executive Officer, Director | Feb 19, 2026 | Tax withholding | −104,673 | $5.35 | $560.00K | 4,719,927 |
| John Caplan Chief Executive Officer, Director | Feb 19, 2026 | Tax withholding | −34,563 | $5.42 | $187.33K | 4,685,364 |
| Itai Perry Chief Accounting Officer | Feb 19, 2026 | Tax withholding | −5,896 | $5.35 | $31.54K | 176,280 |
| Itai Perry Chief Accounting Officer | Feb 18, 2026 | Tax withholding | −4,797 | $5.39 | $25.86K | 182,176 |
| Tsafi Goldman Chief Legal & Governance Ofcr | Feb 18, 2026 | Tax withholding | −28,943 | $5.39 | $156.00K | 668,980 |
| Beatrice Ordonez Chief Financial Officer | Feb 18, 2026 | Tax withholding | −24,194 | $5.39 | $130.41K | 2,224,483 |
| Beatrice Ordonez Chief Financial Officer | Jan 27, 2026 | Tax withholding | −62,340 | $5.39 | $336.01K | 2,248,677 |
| John Caplan Chief Executive Officer, Director | Nov 26, 2025 | Tax withholding | −69,125 | $5.70 | $394.01K | 4,824,600 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Nov 24, 2025 | Tax withholding | −6,913 | $5.54 | $38.30K | 697,923 |
| Itai Perry Chief Accounting Officer | Nov 24, 2025 | Tax withholding | −1,015 | $5.54 | $5.62K | 183,302 |
| John Caplan Chief Executive Officer, Director | Nov 20, 2025 | Tax withholding | −34,563 | $5.45 | $188.37K | 4,893,725 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Nov 19, 2025 | Tax withholding | −17,282 | $5.54 | $95.74K | 704,836 |
| Itai Perry Chief Accounting Officer | Nov 19, 2025 | Tax withholding | −2,028 | $5.54 | $11.24K | 184,317 |
| Tsafi Goldman Chief Legal & Governance Ofcr. | Nov 14, 2025 | Tax withholding | −10,369 | $5.57 | $57.76K | 722,118 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ordonez Beatrice Officer | Jun 15, 2026 | 25,000 | $168.75K | Jun 15, 2026 | Restricted Stock Units |
| Galit Scott Director | Jun 4, 2025 | 106,332 | $713.49K | Jun 4, 2025 | Exercise of Stock Options |
| Galit Scott Director | Jun 3, 2025 | 986,119 | $6.69M | Jun 3, 2025 | Exercise of Stock Options |
| Morgan Susanna Director | Jun 2, 2025 | 16,180 | $110.19K | Jun 2, 2025 | Restricted Stock Units |
| Goldman Tsafi Officer | May 27, 2025 | 53,242 | $362.58K | May 27, 2025 | Restricted Stock Units |
| Peri Itai Officer | Mar 4, 2025 | 46,923 | $391.81K | Mar 4, 2025 | Exercise of Stock Options |
| Ordonez Beatrice Officer | Jan 21, 2025 | 85,000 | $919.70K | Jan 21, 2025 | Restricted Stock Units |
| Galit Scott Director | Jan 6, 2025 | 484,111 | $5.07M | Jan 6, 2025 | Previously Exercised Stock Options |
| Goldman Tsafi Officer | Dec 10, 2024 | 360,223 | $3.65M | Dec 10, 2024 | Exercise of Stock Options |
| Peri Itai Officer | Nov 26, 2024 | 3,336 | $36.50K | Nov 26, 2024 | Restricted Stock Units |
| Peri Itai Officer | Nov 18, 2024 | 52,829 | $547.84K | Nov 18, 2024 | Exercise of Stock Options |
| Tcv Viii (B), L.P. Affiliate | Nov 12, 2024 | 331,491 | $3.58M | Nov 11, 2024 | Acquired as consideration from Issuer in exchange for equity interests of Payoneer Inc. |
| TCV Member Fund, L.P. Affiliate | Nov 12, 2024 | 391,864 | $4.24M | Nov 11, 2024 | Acquired as consideration from Issuer in exchange for equity interests of Payoneer Inc. |
| Tcv Viii (A), L.P. Affiliate | Nov 12, 2024 | 1,439,310 | $15.56M | Nov 11, 2024 | Acquired as consideration from Issuer in exchange for equity interests of Payoneer Inc. |
| Tcv Viii, L.P. Affiliate | Nov 12, 2024 | 5,337,335 | $57.70M | Nov 11, 2024 | Acquired as consideration from Issuer in exchange for equity interests of Payoneer Inc. |