Balyasny Asset Management L.P.

Position in PAYO — Payoneer Global Inc.

CIK 1218710 Chicago, IL

Position in PAYO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$32,115,307

+$28,031,142 QoQ

Shares Held

4,510,577

+433.4% QoQ

Ownership

1.33%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#18

of 300 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $1,755,840,712 across 52 Software - Infrastructure names. PAYO ranks #15 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	599,967	$223,799,690
2	TOST	Toast, Inc.	7,126,975	$198,272,444
3	NET	Cloudflare, Inc.	670,903	$164,559,087
4	CRWV	CoreWeave, Inc.	1,611,219	$160,380,739
5	TWLO	Twilio Inc	755,608	$155,904,598
6	OKTA	Okta, Inc.	950,408	$129,683,171
7	IOT	Samsara Inc.	3,083,647	$100,002,671
8	SNPS	Synopsys Inc	162,940	$72,682,645

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,115,307	4,510,577	+433.4%	Shares	Sole	2026-08-14
2026-03-31	$4,084,165	845,583	+4581.0%	Shares	Sole	2026-05-15
2025-12-31	$101,519	18,064	-98.1%	Shares	Sole	2026-02-17
2025-09-30	$5,637,347	931,793	+295.4%	Shares	Sole	2025-11-14
2025-06-30	$1,614,092	235,634	+514.8%	Shares	Sole	2025-08-14
2024-09-30	$288,602	38,327	-89.0%	Shares	Sole	2024-11-14
2024-03-31	$1,701,004	350,001	+306.8%	Shares	Sole	2024-05-13
2023-03-31	$540,374	86,047	-3.8%	Shares	Other	2023-05-15
2022-03-31	$398,737	89,403	+263.8%	Shares	Sole	2022-05-16
2021-12-31	$180,648	24,578	-32.7%	Shares	Sole	2022-02-14
2021-06-30	$378,473	36,497	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.