L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
10 May 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 21 listed it in both
Shares listed
67,481,164
combined, among listed positions
Reported value
$4.1bn
combined, at the quarter end

Among the 93 comparable managers: 19 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PYPL in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Polen Capital Management LLC20,794,484$1.3bn3.08%Trimmed-891,18110 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP7,496,100$460m1.08%Added+3,543,20014 Feb 2024 (the filing on sec.gov)
Invesco Ltd6,674,725$410m0.10%Added+843,20113 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP6,463,452$397m0.15%Added+524,28714 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP4,306,901$264m0.61%Added+1,074,68614 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC3,216,033$197m0.05%Added+1,659,28815 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC3,079,528$189munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Man Group PLC2,330,011$143m0.40%Added+74,98414 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC2,265,538$139m0.26%Added+743,29814 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,963,420$121m0.48%Added+1,155,86814 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,494,373$92m0.08%Trimmed-207,95014 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP1,442,844$89m0.50%Added+40,80214 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,432,787$88munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
MFS Investment Management1,112,198$68munder 0.1%Trimmed-186,9118 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP736,000$45m0.29%Added+646,00014 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP530,548$33m0.06%Added+200,06414 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP509,785$31m0.08%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Rokos Capital Management LLP500,000$31m0.27%Trimmed-68,60314 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC400,790$25munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP319,807$20m1.01%Added+300,00014 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co176,168$11munder 0.1%Trimmed-21,79526 Jan 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP111,585$6.9munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd57,340$3.5munder 0.1%Trimmed-164,13813 Feb 2024 (the filing on sec.gov)
Coatue Management LLC27,168$1.7munder 0.1%Held014 Feb 2024 (the filing on sec.gov)
Southeastern Asset Management Inc16,448$1.0munder 0.1%Added+1,10714 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
35 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

020406020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PYPL by quarter
QuarterHoldersReported valueBuyersSellers
Q3 201522$5.3bnn.a.n.a.
Q4 201520$7.1bnn.a.n.a.
Q1 201623$7.3bnn.a.n.a.
Q2 201626$7.5bnn.a.n.a.
Q3 201619$8.9bnn.a.n.a.
Q4 201628$9.4bnn.a.n.a.
Q1 201721$9.9bnn.a.n.a.
Q2 201723$13.6bnn.a.n.a.
Q3 201731$15.9bnn.a.n.a.
Q4 201732$16.7bnn.a.n.a.
Q1 201835$15.8bnn.a.n.a.
Q2 201831$18.0bnn.a.n.a.
Q3 201827$18.4bnn.a.n.a.
Q4 201834$17.4bnn.a.n.a.
Q1 201932$21.6bnn.a.n.a.
Q2 201936$26.2bnn.a.n.a.
Q3 201941$23.1bnn.a.n.a.
Q4 201940$22.8bnn.a.n.a.
Q1 202039$19.5bnn.a.n.a.
Q2 202040$36.2bnn.a.n.a.
Q3 202045$40.4bnn.a.n.a.
Q4 202042$43.7bnn.a.n.a.
Q1 202144$42.2bnn.a.n.a.
Q2 202139$48.8bnn.a.n.a.
Q3 202133$43.0bnn.a.n.a.
Q4 202136$23.4bnn.a.n.a.
Q1 202231$11.9bnn.a.n.a.
Q2 202234$7.0bnn.a.n.a.
Q3 202240$8.7bnn.a.n.a.
Q4 202237$10.2bnn.a.n.a.
Q1 202340$7.3bnn.a.n.a.
Q2 202328$5.1bnn.a.n.a.
Q3 202326$3.7bnn.a.n.a.
Q4 202327$4.1bn198
Q1 202431$5.0bn2014
Q2 202439$4.1bn2019
Q3 202435$5.3bn1917
Q4 202435$7.5bn1717
Q1 202535$5.4bn2114
Q2 202530$6.5bn1416
Q3 202529$5.8bn1811
Q4 202523$5.6bn1825
Q1 202612$2.2bn931
Q2 202612$2.0bn1813

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PYPL and V →PYPL and AXP →PYPL and BAC →Choose a stock to compare with PYPL →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PYPL, latest filings →Back to the 13F Explorer →