L3VLUP

PAYO · MA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PAYO
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterPAYOMA
Q3 2020none listed holders, n.a.45 holders, $56.1bn
Q4 2020none listed holders, n.a.52 holders, $57.9bn
Q1 2021none listed holders, n.a.50 holders, $56.4bn
Q2 20218 holders, $456m50 holders, $54.9bn
Q3 20212 holders, $317m50 holders, $48.9bn
Q4 20212 holders, $245m42 holders, $49.3bn
Q1 2022none listed holders, n.a.38 holders, $50.1bn
Q2 2022none listed holders, n.a.48 holders, $45.4bn
Q3 20223 holders, $14m53 holders, $40.8bn
Q4 2022none listed holders, n.a.37 holders, $65.6bn
Q1 20233 holders, $47m45 holders, $50.3bn
Q2 20233 holders, $18m47 holders, $51.2bn
Q3 20235 holders, $70m52 holders, $49.7bn
Q4 20233 holders, $38m46 holders, $51.7bn
Q1 20243 holders, $19m48 holders, $58.0bn
Q2 20243 holders, $18m49 holders, $51.2bn
Q3 20243 holders, $51m43 holders, $55.8bn
Q4 20247 holders, $171m43 holders, $58.3bn
Q1 20254 holders, $68m49 holders, $64.7bn
Q2 20254 holders, $32m50 holders, $68.3bn
Q3 20254 holders, $24m44 holders, $68.1bn
Q4 20252 holders, $12m43 holders, $65.6bn
Q1 2026none listed holders, n.a.46 holders, $57.4bn
Q2 20263 holders, $29m43 holders, $58.1bn
PAYO

Payoneer Global Inc

Holders
0
Reported value
$0
Buyers
10
Sellers
17

Breadth -7 among 91 comparable managers.

MA

Mastercard Incorporated

Holders
46
Reported value
$57.4bn
Buyers
28
Sellers
27

Breadth +1 among 91 comparable managers.

Who holds both, Q1 2026

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →