David Rolfe's PYPL Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 484.7K shares of PayPal Holdings, Inc. (PYPL) worth $32.5 M, representing 5.93% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 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 1.3M shares. Largest reduction occurred in Q4 2017, reducing 1.7M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +5.21 M | New Buy | 5.21 M | $31.04 |
| Q4 2015 | -432,202 | Reduce 8.29% | 4.78 M | $36.20 |
| Q1 2016 | -17,726 | Reduce 0.37% | 4.76 M | $38.60 |
| Q2 2016 | -20,410 | Reduce 0.43% | 4.74 M | $36.51 |
| Q3 2016 | -591,047 | Reduce 12.46% | 4.15 M | $40.97 |
| Q4 2016 | -540,561 | Reduce 13.02% | 3.61 M | $39.47 |
| Q1 2017 | +1.28 M | Add 35.55% | 4.9 M | $43.02 |
| Q2 2017 | -1.4 M | Reduce 28.51% | 3.5 M | $53.67 |
| Q3 2017 | -778,306 | Reduce 22.23% | 2.72 M | $64.03 |
| Q4 2017 | -1.67 M | Reduce 61.17% | 1.06 M | $73.62 |
| Q1 2018 | +117,817 | Add 11.15% | 1.17 M | $75.87 |
| Q2 2018 | -138,645 | Reduce 11.80% | 1.04 M | $83.27 |
| Q3 2018 | -93,611 | Reduce 9.03% | 942,628 | $87.84 |
| Q4 2018 | -104,744 | Reduce 11.11% | 837,884 | $84.09 |
| Q1 2019 | -178,573 | Reduce 21.31% | 659,311 | $103.84 |
| Q2 2019 | -95,645 | Reduce 14.51% | 563,666 | $114.46 |
| Q3 2019 | -35,804 | Reduce 6.35% | 527,862 | $103.59 |
| Q4 2019 | -108,132 | Reduce 20.48% | 419,730 | $108.16 |
| Q1 2020 | -158,198 | Reduce 37.69% | 261,532 | $95.74 |
| Q2 2020 | -19,836 | Reduce 7.58% | 241,696 | $174.23 |
| Q3 2020 | -10,995 | Reduce 4.55% | 230,701 | $197.03 |
| Q4 2020 | -14,415 | Reduce 6.25% | 216,286 | $234.19 |
| Q1 2021 | -56,377 | Reduce 26.07% | 159,909 | $242.83 |
| Q2 2021 | -7,957 | Reduce 4.98% | 151,952 | $291.47 |
| Q3 2021 | -2,206 | Reduce 1.45% | 149,746 | $260.20 |
| Q4 2021 | +1,380 | Add 0.92% | 151,126 | $188.57 |
| Q1 2022 | +119,820 | Add 79.28% | 270,946 | $115.65 |
| Q2 2022 | +61,041 | Add 22.53% | 331,987 | $69.84 |
| Q3 2022 | -19,936 | Reduce 6.01% | 312,051 | $86.07 |
| Q4 2022 | -1,802 | Reduce 0.58% | 310,249 | $0.07 |
| Q1 2023 | +20,187 | Add 6.51% | 330,436 | $0.08 |
| Q2 2023 | +152,432 | Add 46.13% | 482,868 | $66.73 |
| Q3 2023 | -133,356 | Reduce 27.62% | 349,512 | $58.46 |
| Q4 2023 | +171,607 | Add 49.10% | 521,119 | $58.26 |
| Q1 2024 | -7,322 | Reduce 1.41% | 513,797 | $63.90 |
| Q2 2024 | -10,585 | Reduce 2.06% | 503,212 | $63.46 |
| Q3 2024 | -7,828 | Reduce 1.56% | 495,384 | $87.31 |
| Q4 2024 | -25,555 | Reduce 5.16% | 469,829 | $85.35 |
| Q1 2025 | +3,946 | Add 0.84% | 473,775 | $72.68 |
| Q2 2025 | -7,934 | Reduce 1.67% | 465,841 | $68.01 |
| Q3 2025 | +18,810 | Add 4.04% | 484,651 | $67.06 |
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 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's largest addition to PayPal Holdings, Inc. (PYPL) was in Q3 2015, adding 5,214,323 shares worth $161.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Rolfe's firm, Wedgewood Partners INC, owns 484,651 shares of PayPal Holdings, Inc. (PYPL), valued at approximately $32.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PayPal Holdings, Inc. (PYPL) represents approximately 5.93% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's peak holding in PayPal Holdings, Inc. (PYPL) was 5,214,323 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.