🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

PayPay Corporation

PAYP Financials
$14.89 +$0.24 (1.64%)
Market Cap: $10.09 B
Gurus Holding
3
Popularity Rank
#2899
% of Shares Held
0.36%
Net Activity (Q2 2026)
+$22.63 M

Guru Ownership Trend

Guru Analysis for PayPay Corporation (PAYP)

PayPay Corporation (PAYP), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $36.37 M.

Top institutional holders include ValueAct Capital (Mason Morfit) and Catherine Wood.

Institutional sentiment is currently Bullish. This is evidenced by a $22.63 M net inflow during the quarter.

Recent activity highlights ValueAct Capital (Mason Morfit) who opened a new position. Conversely, Catherine Wood reduced exposure by 8.5%.

Recent Activity Breakdown (Q2 2026)

+$31.49 M
Total Buy Value
New Buys 2
Additions 0
-$8.86 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for PayPay Corporation (PAYP)

Major holders include ValueAct Capital (Mason Morfit) ($30.88 M), Catherine Wood ($3.51 M), Renaissance Technologies (RenTech) ($611,891). According to the latest reported data, 3 tracked investment managers collectively hold approximately 2.44 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.63 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited PAYP. The total reported sell value was $8.86 M.

Yes, 2 managers opened new positions in PAYP, and 0 increased their existing holdings. The total reported buy value was $31.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.55% New Buy 2,154,800 $30.88 M Q2 2026
0.02% Reduce -8.5% 244,985 $3.51 M Q2 2026
0.00% New Buy 42,700 $611,891 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form