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PayPal Holdings, Inc.

PYPL Financials
$44.9 +$0.54 (1.22%)
Market Cap: $41.34 B
Gurus Holding
15
Popularity Rank
#105
% of Shares Held
1.23%
Net Activity (Q4 2025)
+$77.22 M

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

$297.13 M
$194.37 M
$44.59 M
$35.54 M
$32.35 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$248.46 M
Total Buy Value
New Buys 2
Additions 7
-$171.24 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
9

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 143.4% 5,089,586 $297.13 M Q4 2025
0.71% Add 18.0% 3,329,311 $194.37 M Q4 2025
0.23% Add 339.6% 763,832 $44.59 M Q4 2025
0.09% Add 11.4% 608,718 $35.54 M Q4 2025
1.44% Reduce -0.9% 554,074 $32.35 M Q4 2025
0.10% Add 9.3% 483,219 $28.21 M Q4 2025
2.35% Reduce -55.5% 215,900 $12.6 M Q4 2025
0.06% Reduce -5.7% 151,471 $8.84 M Q4 2025
0.24% Add 78.5% 45,415 $2.65 M Q4 2025
1.19% 41,000 $2.39 M Q4 2025
0.30% New Buy 35,001 $2.04 M Q4 2025
0.30% Reduce -50.0% 21,000 $1.23 M Q4 2025
0.01% Add 18.5% 12,645 $738,215 Q4 2025
0.00% Reduce -2.5% 10,285 $600,496 Q4 2025
0.00% New Buy 60 $3,546 Q4 2025
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