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.
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Position history
Between Q4 2025 and Q3 2026, 7 fund letters reported a position in PayPal Holdings Inc — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 2 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 7 positions · 3 moves
- July 2026
“And finally, the elevated level of corporate activity continued, with a new bid for PayPal (+32%), and renewed interest in Brown-Forman (+7%). PayPal’s suitors are Stripe, the financial services company, and Advent, the US private equity firm, which made a joint all-cash bid of $53.4bn or $60.50 per share.”
PayPal Holdings Inc - July 2026
“The top three absolute contributors to the Fund’s performance in July were PayPal, Nintendo and RELX,”
PayPal Holdings Inc - HoldsPacker & Co Investigator TrustJune 2026
Listed in Packer & Co Investigator Trust’s reported holdings.
PayPal Holdings Inc - TrimmedMayar CapitalJune 2026
“We also trimmed four positions: PayPal, Brenntag, Johnson Service Group and Novo Nordisk.”
PayPal Holdings Inc - ExitedTributary Capital Management Equity Income StrategyJune 2026
“We also eliminated seven positions during the second quarter. PayPal was eliminated after a change in management and a weak earnings report raised questions about its competitive position.”
PayPal Holdings Inc - March 2026
“Portfolio Commentary In the first quarter of 2026 the Select Equity composite eked out a gain of 1.17% net of fees compared to a loss of 4.33% for the S&P 500. What became clear is that companies with strong backlogs of customer business were rewarded and those with more economically sensitive customers underperformed. The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation. All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid. Hardman Johnston Global Advisors LLC®, 300 Atlantic Street, Stamford, CT 06901 T203 324 4722 hardmanjohnston.com 4 Hardman Johnston Select Equity 2 0 2 6 F I R S T QU A R T E R R E P O R T Detractors were led by PayPal Holdings, Inc.. 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.”
PayPal Holdings Inc - March 2026
“Mastercard Inc. United States 3.6 Financial Services PayPal Holdings, Inc. United States 1.4 Financial Services”
PayPal Holdings Inc
Also mentioned · 2
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.”
PayPal Holdings Inc - MentionedOptimist FundJune 2026
“Founder-led, owner-aligned Affirm was founded and is still run by Max Levchin who owns over $2B in stock. This is not Max’s first success as he was a co-founder of PayPal alongside Peter Thiel and Elon Musk.”
PayPal 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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