Smart Money Radar / Tickers / PAGS

PAGS Commercial & Professional Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
110
of 260 total, index funds excluded
This quarter
+34
25 out
Conviction
3 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2018Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $1.2B held
FundValueNote
BlackRock, Inc. $167M
Robeco Institutional Asset … $91M
Artemis Investment Manageme… $85M
Steve Cohen $71M famous whale
Polunin Capital Partners Ltd $53M
GOLDMAN SACHS GROUP INC $49M
STATE STREET CORP $45M
CAUSEWAY CAPITAL MANAGEMENT… $41M
VANGUARD PORTFOLIO MANAGEME… $28M
GEODE CAPITAL MANAGEMENT, L… $27M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.