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PayPal Holdings, Inc.

PYPL Financials
$41.53 +$0.29 (0.70%)
Market Cap: $36.63 B
Gurus Holding
15
Popularity Rank
#116
% of Shares Held
0.94%
Net Activity (Q1 2026)
-$142.01 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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $345.79 M.

Top institutional holders include Cliff Asness and First Pacific Advisors.

Institutional sentiment is currently Bearish. This is evidenced by a $142.01 M net outflow during the quarter.

Recent activity highlights Francis Chou who increased their stake by 308.3%. Conversely, Ray Dalio reduced exposure by 99.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$131.13 M
Total Buy Value
New Buys 3
Additions 3
-$273.14 M
Total Sell Value
Reductions 8
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
11
Net Buyers
6

FAQs for PayPal Holdings, Inc. (PYPL)

Major holders include Cliff Asness ($185.77 M), First Pacific Advisors ($62.93 M), Joel Greenblatt ($59.71 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 8.33 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $142.01 M, with 6 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 3 fully exited PYPL. The total reported sell value was $273.14 M.

Yes, 3 managers opened new positions in PYPL, and 3 increased their existing holdings. The total reported buy value was $131.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Reduce -18.6% 4,144,365 $185.77 M Q1 2026
0.88% New Buy 1,391,409 $62.93 M Q1 2026
0.18% Add 173.2% 1,320,042 $59.71 M Q1 2026
0.10% Add 39.2% 847,259 $38.32 M Q1 2026
0.01% New Buy 193,200 $8.74 M Q1 2026
3.60% Add 308.3% 167,400 $7.57 M Q1 2026
0.01% New Buy 112,841 $5.1 M Q1 2026
1.57% 35,001 $1.58 M Q1 2026
0.01% Reduce -95.7% 32,726 $1.48 M Q1 2026
0.14% Reduce -30.5% 31,550 $1.43 M Q1 2026
0.05% Reduce -96.0% 22,463 $1.02 M Q1 2026
0.00% Reduce -99.7% 9,820 $444,159 Q1 2026
0.00% Reduce -27.5% 9,167 $414,623 Q1 2026
0.00% Reduce -12.1% 9,043 $409,053 Q1 2026
0.00% Reduce -75.0% 15 $670 Q1 2026
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Value
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SEC Form