Guru Ownership Over Time
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 Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $589.09 M.
Top institutional holders include Ray Dalio and Cliff Asness.
Notably, David Rolfe has expressed high conviction in this stock, allocating 5.93% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $3.98 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ken Fisher reduced exposure by 39.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.74% | Reduce -10.3% | 2,822,331 | $189.27 M | Q3 2025 | |
| 0.09% | Reduce -35.1% | 2,091,300 | $140.24 M | Q3 2025 | |
| 1.99% | Add 32.5% | 1,333,370 | $89.42 M | Q3 2025 | |
| 0.10% | New Buy | 876,306 | $58.77 M | Q3 2025 | |
| 1.91% | Reduce -1.2% | 559,156 | $37.5 M | Q3 2025 | |
| 0.10% | Add 2.6% | 546,388 | $36.64 M | Q3 2025 | |
| 5.93% | Add 4.0% | 484,651 | $32.5 M | Q3 2025 | |
| 0.13% | Add 24.0% | 442,008 | $29.64 M | Q3 2025 | |
| 0.05% | New Buy | 173,751 | $11.65 M | Q3 2025 | |
| 0.06% | Add 2.1% | 160,627 | $10.77 M | Q3 2025 | |
| 0.01% | Add 27.0% | 78,998 | $5.3 M | Q3 2025 | |
| 0.61% | Add 33.3% | 42,000 | $2.82 M | Q3 2025 | |
| 1.32% | 41,000 | $2.75 M | Q3 2025 | ||
| 0.15% | Add 23.0% | 25,450 | $1.71 M | Q3 2025 | |
| 0.01% | Reduce -1.4% | 10,674 | $715,798 | Q3 2025 | |
| 0.00% | Reduce -39.4% | 10,549 | $707,453 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for PayPal Holdings, Inc. (PYPL)
Top Guru holders include Ray Dalio ($189.27 M), Cliff Asness ($140.24 M), Larry Robbins ($89.42 M). Collectively, tracked Gurus hold 9.7 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $3.98 M, with 10 Gurus buying and 5 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 0 Gurus sold out of PYPL completely. Total sell value was $98.68 M.
Yes, 2 Gurus opened new positions in PYPL, and 8 added to their existing holdings. Total buy value was $102.66 M.