What smart money is saying about PayPal Holdings Inc
1 fund in our archive has pitched PayPal Holdings Inc — most recently Artisan Select Equity Strategy in December 2025.
PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Zettle, Hyperwallet, Honey, and Paidy names. The company's payments platform allows consumers to send and receive payments in approximately 200 markets and in approximately 100 currencies, withdraw funds to their bank accounts in 56 currencies, and hold balances in their PayPal accounts in 25 currencies. PayPal Holdings, Inc. was founded in 1998 and is headquartered in San Jose, California.
Fund activity · 2 positions · 1 move
- ExitedHardman Johnston Select EquityMarch 2026
“The company has not demonstrated that it can capitalize on what should be strong competitive advantages in the digital payments space, leading us to exit the position.”
Read the letterPayPal Holdings Inc - HoldsHardman Johnston Large Cap EquityMarch 2026
“Mastercard Inc. United States 3.6 Financial Services PayPal Holdings, Inc. United States 1.4 Financial Services”
Read the letterPayPal Holdings Inc
Also mentioned · 1
These funds discuss PayPal Holdings Inc — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedVlatava fund Vltava Fund SICAV, plcJune 2026
“From a business perspective, it is a comprehensive, data-driven platform combining elements of Visa, PayPal, Amazon, Shopify, a bank, a BNPL (buy now, pay later) provider, and digital public infrastructure.”
Read the letterPayPal Holdings Inc
Fund coverage · 1 thesis
- Artisan Select Equity StrategyDecember 2025
PayPal Holdings Inc is a large two-sided payments network with challenged branded checkout trends but solid cash generation and a low multiple that could re-rate if execution improves.
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