1492 Capital Management LLC PAYO — PAYONEER GLOBAL INC

Ownership history in 1492 Capital Management LLC  ·  5 quarters on record

AI Ownership Summary

1492 Capital Management LLC reported PAYONEER GLOBAL INC (PAYO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q2. The latest visible filing shows PAYO at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAYO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1492 Capital Management LLC's position in PAYONEER GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAYO was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAYO stock page 1492 Capital Management LLC fund profile 1492 Capital Management LLC full holdings
How 1492 Capital Management LLC held PAYO — position size vs. price
% of Fund (quarterly)    PAYO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 386,452 -398 -0.1% 0.71% $1.9M 2026-04-22 $5.20
2025 Q4 ADDED — — — 386,850 +116,918 +43.3% 0.83% $2.2M 2026-02-10 $6.00
2025 Q3 REDUCED — — — 269,932 -240 -0.1% 0.66% $1.6M 2025-11-13 $5.57
2025 Q2 ADDED — — — 270,172 +116,689 +76.0% 0.85% $1.9M 2025-08-13 $6.81
2025 Q1 INITIATED — — — 153,483 — — 0.60% $1.1M 2025-05-06 $7.13

🏢 Other funds also holding PAYO

As of 2026 Q1 — sorted by position size

Susquehanna Capital Management, LLC 3Y 100.0% Technology Crossover Management VIII, Ltd. 3Y 7Y 55.35% Battery Global Advisors, LLC 7.5% Tikvah Management LLC 3Y 7Y 3.09% Legion Partners Asset Management, LLC 3Y 7Y 0.59% Jasper Ridge Partners, L.P. 3Y 7Y 0.34% Kerrisdale Advisers, LLC 3Y 7Y 0.3% ISTHMUS PARTNERS, LLC 3Y 7Y 0.28% Aspen Capital Management, LLC 0.23% Alpha Wave Global, LP 3Y 7Y 0.14%

FAQ About 1492 Capital Management LLC and PAYO

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1492 Capital Management LLC reported owning PAYO?

1492 Capital Management LLC reported PAYO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PAYO position in 1492 Capital Management LLC's portfolio?

The largest reported portfolio weight for PAYO was 0.85% in 2025 Q2.

What is the latest reported PAYO position on this page?

The most recent filing on this page is 2026 Q1, when 1492 Capital Management LLC reported 386,452 shares, equal to 0.71% of portfolio, with an estimated market value of $1.9M.

What does the chart on this PAYO ownership page compare?

The chart compares 1492 Capital Management LLC's quarterly PAYO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1492 Capital Management LLC time their PAYO position?

Based on 13F filing dates vs. subsequent PAYO price moves, 1492 Capital Management LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on PAYO relative to SPY over the holding period was -44.6%.

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