Holders over time
- PYPL
- V
| Quarter | PYPL | V |
|---|---|---|
| Q3 2020 | 45 holders, $40.4bn | 55 holders, $62.2bn |
| Q4 2020 | 42 holders, $43.7bn | 52 holders, $67.1bn |
| Q1 2021 | 44 holders, $42.2bn | 58 holders, $64.5bn |
| Q2 2021 | 39 holders, $48.8bn | 52 holders, $69.3bn |
| Q3 2021 | 33 holders, $43.0bn | 56 holders, $63.6bn |
| Q4 2021 | 36 holders, $23.4bn | 47 holders, $58.0bn |
| Q1 2022 | 31 holders, $11.9bn | 59 holders, $61.8bn |
| Q2 2022 | 34 holders, $7.0bn | 57 holders, $55.2bn |
| Q3 2022 | 40 holders, $8.7bn | 57 holders, $50.7bn |
| Q4 2022 | 37 holders, $10.2bn | 54 holders, $59.4bn |
| Q1 2023 | 40 holders, $7.3bn | 55 holders, $64.0bn |
| Q2 2023 | 28 holders, $5.1bn | 54 holders, $65.2bn |
| Q3 2023 | 26 holders, $3.7bn | 55 holders, $61.5bn |
| Q4 2023 | 27 holders, $4.1bn | 48 holders, $68.6bn |
| Q1 2024 | 31 holders, $5.0bn | 50 holders, $73.1bn |
| Q2 2024 | 39 holders, $4.1bn | 45 holders, $69.5bn |
| Q3 2024 | 35 holders, $5.3bn | 47 holders, $70.5bn |
| Q4 2024 | 35 holders, $7.5bn | 48 holders, $77.6bn |
| Q1 2025 | 35 holders, $5.4bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $6.5bn | 45 holders, $83.4bn |
| Q3 2025 | 29 holders, $5.8bn | 48 holders, $82.8bn |
| Q4 2025 | 23 holders, $5.6bn | 49 holders, $86.0bn |
| Q1 2026 | 12 holders, $2.2bn | 49 holders, $73.3bn |
| Q2 2026 | 12 holders, $2.0bn | 52 holders, $81.9bn |
PayPal HLDGS Inc
- Holders
- 30
- Reported value
- $6.5bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 95 comparable managers.
Visa Inc
- Holders
- 45
- Reported value
- $83.4bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 95 comparable managers.
Who holds both, Q2 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Polen Capital Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Walleye Capital LLC, Woodline Partners LP
Only PYPL (10)
ARK Investment Management LLC, Baillie Gifford & Co, Coatue Management LLC, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Quantbot Technologies LP, Southeastern Asset Management Inc, Susquehanna International Group LLP, Voloridge Investment Management LLC
Only V (25)
Akre Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.