David Rolfe's PYPL Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 215,900 shares of PayPal Holdings, Inc. (PYPL) worth $12.6 M, representing 2.35% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, David Rolfe has maintained a long-term strategic position in PYPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 1.28 M shares. Largest reduction occurred in Q4 2017, reducing 1.67 M shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's PayPal Holdings (PYPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly PayPal Holdings (PYPL) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -268,751 | Reduce 55.45% | 215,900 | $58.38 |
| Q3 2025 | +18,810 | Add 4.04% | 484,651 | $67.06 |
| Q2 2025 | -7,934 | Reduce 1.67% | 465,841 | $68.01 |
| Q1 2025 | +3,946 | Add 0.84% | 473,775 | $72.68 |
| Q4 2024 | -25,555 | Reduce 5.16% | 469,829 | $85.35 |
| Q3 2024 | -7,828 | Reduce 1.56% | 495,384 | $87.31 |
| Q2 2024 | -10,585 | Reduce 2.06% | 503,212 | $63.46 |
| Q1 2024 | -7,322 | Reduce 1.41% | 513,797 | $63.90 |
| Q4 2023 | +171,607 | Add 49.10% | 521,119 | $58.26 |
| Q3 2023 | -133,356 | Reduce 27.62% | 349,512 | $58.46 |
| Q2 2023 | +152,432 | Add 46.13% | 482,868 | $66.73 |
| Q1 2023 | +20,187 | Add 6.51% | 330,436 | $0.08 |
| Q4 2022 | -1,802 | Reduce 0.58% | 310,249 | $0.07 |
| Q3 2022 | -19,936 | Reduce 6.01% | 312,051 | $86.07 |
| Q2 2022 | +61,041 | Add 22.53% | 331,987 | $69.84 |
| Q1 2022 | +119,820 | Add 79.28% | 270,946 | $115.65 |
| Q4 2021 | +1,380 | Add 0.92% | 151,126 | $188.57 |
| Q3 2021 | -2,206 | Reduce 1.45% | 149,746 | $260.20 |
| Q2 2021 | -7,957 | Reduce 4.98% | 151,952 | $291.47 |
| Q1 2021 | -56,377 | Reduce 26.07% | 159,909 | $242.83 |
| Q4 2020 | -14,415 | Reduce 6.25% | 216,286 | $234.19 |
| Q3 2020 | -10,995 | Reduce 4.55% | 230,701 | $197.03 |
| Q2 2020 | -19,836 | Reduce 7.58% | 241,696 | $174.23 |
| Q1 2020 | -158,198 | Reduce 37.69% | 261,532 | $95.74 |
| Q4 2019 | -108,132 | Reduce 20.48% | 419,730 | $108.16 |
| Q3 2019 | -35,804 | Reduce 6.35% | 527,862 | $103.59 |
| Q2 2019 | -95,645 | Reduce 14.51% | 563,666 | $114.46 |
| Q1 2019 | -178,573 | Reduce 21.31% | 659,311 | $103.84 |
| Q4 2018 | -104,744 | Reduce 11.11% | 837,884 | $84.09 |
| Q3 2018 | -93,611 | Reduce 9.03% | 942,628 | $87.84 |
| Q2 2018 | -138,645 | Reduce 11.80% | 1.04 M | $83.27 |
| Q1 2018 | +117,817 | Add 11.15% | 1.17 M | $75.87 |
| Q4 2017 | -1.67 M | Reduce 61.17% | 1.06 M | $73.62 |
| Q3 2017 | -778,306 | Reduce 22.23% | 2.72 M | $64.03 |
| Q2 2017 | -1.4 M | Reduce 28.51% | 3.5 M | $53.67 |
| Q1 2017 | +1.28 M | Add 35.55% | 4.9 M | $43.02 |
| Q4 2016 | -540,561 | Reduce 13.02% | 3.61 M | $39.47 |
| Q3 2016 | -591,047 | Reduce 12.46% | 4.15 M | $40.97 |
| Q2 2016 | -20,410 | Reduce 0.43% | 4.74 M | $36.51 |
| Q1 2016 | -17,726 | Reduce 0.37% | 4.76 M | $38.60 |
| Q4 2015 | -432,202 | Reduce 8.29% | 4.78 M | $36.20 |
| Q3 2015 | +5.21 M | New Buy | 5.21 M | $31.04 |
David Rolfe's PayPal Holdings Investment FAQs
David Rolfe first purchased PayPal Holdings, Inc. (PYPL) in Q3 2015, acquiring 5,214,323 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held PayPal Holdings, Inc. (PYPL) for 42 quarters since Q3 2015.
David Rolfe's largest addition to PayPal Holdings, Inc. (PYPL) was in Q3 2015, adding 5,214,323 shares worth $161.85 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 215,900 shares of PayPal Holdings, Inc. (PYPL), valued at approximately $12.6 M.
As of the Q4 2025 filing, PayPal Holdings, Inc. (PYPL) represents approximately 2.35% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in PayPal Holdings, Inc. (PYPL) was 5,214,323 shares, as reported at the end of Q3 2015.