Larry Robbins's PYPL Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 1.3M shares of PayPal Holdings, Inc. (PYPL) worth $89.42 M, representing 1.99% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in PYPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 966.7K shares. Largest reduction occurred in Q2 2025, reducing 210.5K shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's PayPal Holdings (PYPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly PayPal Holdings (PYPL) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +250,000 | New Buy | 250,000 | $71.22 |
| Q1 2023 | -250,000 | Sold Out | 250,000 | $0.00 |
| Q1 2025 | +1.22 M | New Buy | 1.22 M | $65.25 |
| Q2 2025 | -210,508 | Reduce 17.30% | 1.01 M | $74.32 |
| Q3 2025 | +327,226 | Add 32.52% | 1.33 M | $67.06 |
Larry Robbins's PayPal Holdings Investment FAQs
Larry Robbins first purchased PayPal Holdings, Inc. (PYPL) in Q4 2022, acquiring 250,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held PayPal Holdings, Inc. (PYPL) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to PayPal Holdings, Inc. (PYPL) was in Q1 2025, adding 1,216,652 shares worth $79.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 1,333,370 shares of PayPal Holdings, Inc. (PYPL), valued at approximately $89.42 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 1.99% of Larry Robbins'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.
Larry Robbins's peak holding in PayPal Holdings, Inc. (PYPL) was 1,333,370 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.