Forum Financial Management, LP PAYO — PAYONEER GLOBAL INC

Ownership history in Forum Financial Management, LP  ·  4 quarters on record

AI Ownership Summary

Forum Financial Management, LP reported PAYONEER GLOBAL INC (PAYO) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows PAYO at 0.00% 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 Forum Financial Management, LP'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
2025 Q3

PAYO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Forum Financial Management, LP fund profile Forum Financial Management, LP full holdings
How Forum Financial Management, LP 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 10,034 +2 +0.0% 0.00% $61K 2025-10-24 $6.07
2025 Q2 REDUCED 21.0% -8.2% ✅ 10,032 -2,661 -21.0% 0.00% $69K 2025-07-30 $6.66
2025 Q1 ADDED — — — 12,693 +575 +4.7% 0.00% $93K 2025-05-02 $7.21
2024 Q4 INITIATED — — — 12,118 — — 0.00% $122K 2025-02-13 $10.48

🏢 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% 1492 Capital Management LLC 3Y 7Y 0.71% 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%

FAQ About Forum Financial Management, LP and PAYO

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

How long has Forum Financial Management, LP reported owning PAYO?

Forum Financial Management, LP reported PAYO across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported PAYO position in Forum Financial Management, LP's portfolio?

The largest reported portfolio weight for PAYO was 0.00% in 2024 Q4.

What is the latest reported PAYO position on this page?

The most recent filing on this page is 2025 Q3, when Forum Financial Management, LP reported 10,034 shares, equal to 0.00% of portfolio, with an estimated market value of $61K.

What does the chart on this PAYO ownership page compare?

The chart compares Forum Financial Management, LP'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 Forum Financial Management, LP time their PAYO position?

Based on 13F filing dates vs. subsequent PAYO price moves, Forum Financial Management, LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PAYO relative to SPY over the holding period was -61.4%.

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