InvestorLens

PYPL — PAYPAL HOLDINGS INC

Financial Services · Payments

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying PYPL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their PYPL position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (David Einhorn, Ray Dalio)
  • +4 tracked investors reported holding PYPL at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Financial Servicessource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About PAYPAL HOLDINGS INC (PYPL)

PAYPAL HOLDINGS INC (PYPL) appears in the most recent 13F filings of 4 tracked institutional investors. PAYPAL HOLDINGS INC is classified in the Financial Services sector (Payments industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.3B. Across recent filings, tracked investors recorded 6 new positions, 10 increased, 16 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in PYPL

46
/100
Mixed Activity
Added / Increased16
Reduced16
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track PYPL

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

PYPL Ownership Composition

How PAYPAL HOLDINGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
96% of tracked value
Institutions
4
tracked investors
Total Reported
$1.5B
combined 13F value
Types2
  • Multi-Strategy / Quant95.8%
  • Value & Distressed4.2%
Multi-Strategy / Quant(3)
95.8%
Value & Distressed(1)
4.2%

Tracked investors currently reporting PYPL

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    28.1M
    Value
    $1.2B
    % Portfolio
    0.14%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3M
    Value
    $129.3M
    % Portfolio
    0.05%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.5M
    Value
    $64.9M
    % Portfolio
    0.07%
  • David EinhornJun 30, 2026
    DME Capital Management, LP
    Shares
    1.4M
    Value
    $61.5M
    % Portfolio
    1.57%

Previously held PYPL

These investors reported PYPL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management1.2M$56.2MMar 31, 2026
Ray DalioBridgewater Associates3.3M$194.4MDec 31, 2025
Paul Tudor JonesTudor Investment Corp1.8M$79.7MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold PYPL?
4 tracked institutional investors disclosed a position in PYPL (PAYPAL HOLDINGS INC) in their most recent 13F filing.
Who is the largest institutional holder of PYPL?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in PYPL, valued at $1.3B.
Did institutional ownership of PYPL increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 10 increased, 16 reduced, and 3 fully exited PYPL.
What sector is PYPL in?
PAYPAL HOLDINGS INC is classified in the Financial Services GICS sector, Payments industry.
Where does this PYPL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.