Guru Ownership Trend
Guru Analysis for PayPal Holdings, Inc. (PYPL)
PayPal Holdings, Inc. (PYPL), a key player in the Financials sector, continues to attract institutional attention.
As of Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $510.13 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $77.22 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 339.6%. Conversely, David Rolfe reduced exposure by 55.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for PayPal Holdings, Inc. (PYPL)
Major holders include Cliff Asness ($297.13 M), Ray Dalio ($194.37 M), Jefferies Group ($44.59 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 11.36 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $77.22 M, with 9 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited PYPL. The total reported sell value was $171.24 M.
Yes, 2 managers opened new positions in PYPL, and 7 increased their existing holdings. The total reported buy value was $248.46 M.