Creative Planning

Position in PYPL — PayPal Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to PYPL Full portfolio

Position in PYPL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,851,998

-$2,772,599 QoQ

Shares Held

436,591

-8.7% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#149

of 1,375 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PYPL Over Time

Shares Held

Position Value (USD)

Derivatives in PYPL

reported options exposure · as of Jun 30, 2026

CallValue

$195,750

CallShares

45,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Creative Planning holds $703,619,065 across 34 Credit Services names. PYPL ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	893,823	$306,661,732
2	MA	Mastercard Inc	296,884	$152,479,622
3	AXP	American Express Co	278,355	$94,153,578
4	COF	Capital One Financial Corp	270,916	$54,351,167
5	PYPL	PayPal Holdings, Inc. This page	436,591	$18,851,998
6	FCFS	FirstCash Holdings, Inc.	50,456	$10,914,641
7	OMF	OneMain Holdings, Inc.	175,073	$10,674,199
8	ENVA	Enova International, Inc.	28,187	$6,785,456

All Filings in PYPL

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,750	45,000	0.0%	Call	Defined	2026-08-13
2026-06-30	$18,851,998	436,591	-8.7%	Shares	Defined	2026-08-13
2026-03-31	$21,624,597	478,103	+29.6%	Shares	Defined	2026-05-12
2026-03-31	$245,916	45,000	+1945.5%	Call	Defined	2026-05-12
2025-12-31	$21,536,264	368,898	+14.4%	Shares	Sole	2026-02-17
2025-09-30	$21,625,575	322,481	+4.4%	Shares	Defined	2025-11-14
2025-06-30	$22,966,514	309,022	+5.7%	Shares	Defined	2025-08-08
2025-03-31	$19,077,663	292,378	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$25,305,677	296,493	+5.8%	Shares	Defined	2025-02-14
2024-09-30	$21,866,111	280,227	-8.7%	Shares	Defined	2024-10-11
2024-06-30	$17,820,596	307,093	+3.4%	Shares	Defined	2024-08-15
2024-03-31	$19,899,981	297,059	+31.5%	Shares	Sole	2024-05-13
2023-12-31	$13,873,070	225,909	+1.8%	Shares	Defined	2024-02-14
2023-09-30	$14	2,200	0.0%	Call	Sole	2023-11-16
2023-09-30	$12,973,091	221,914	+21.0%	Shares	Defined	2023-11-16
2023-06-30	$12,236,613	183,375	-3.6%	Shares	Sole	2023-07-21
2023-06-30	$6,852	2,200	+1000.0%	Call	Sole	2023-07-21
2023-03-31	$32	200	0.0%	Call	Sole	2023-05-15
2023-03-31	$14,443,560	190,197	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$13,925,504	195,528	+25.5%	Shares	Sole	2023-02-10
2022-12-31	$92	200	0.0%	Call	Sole	2023-02-10
2022-09-30	$17,214	200	0.0%	Call	Sole	2022-11-03
2022-09-30	$13,411,427	155,820	-19.6%	Shares	Sole	2022-11-03
2022-06-30	$13,968	200	0.0%	Call	Sole	2022-08-15
2022-06-30	$13,532,547	193,765	+58.6%	Shares	Sole	2022-08-15
2022-03-31	$14,127,572	122,158	-8.2%	Shares	Sole	2022-05-16
2022-03-31	$2,000	200	-33.3%	Call	Sole	2022-05-16
2021-12-31	$25,105,278	133,128	+44.4%	Shares	Sole	2022-02-11
2021-09-30	$23,995,265	92,215	-2.5%	Shares	Sole	2021-11-10
2021-09-30	$5,000	300	-98.7%	Call	Sole	2021-11-10
2021-06-30	$27,565,554	94,571	-6.2%	Shares	Sole	2021-08-04
2021-03-31	$24,471,715	100,773	+5.2%	Shares	Sole	2021-04-30
2021-03-31	$660,852	23,400	+74.6%	Call	Sole	2021-04-30
2021-03-31	$2,000	1,000	0.0%	Put	Sole	2021-04-30
2020-12-31	$22,428,396	95,766	+5.7%	Shares	Sole	2021-01-29
2020-12-31	$762,980	13,400	+605.3%	Call	Sole	2021-01-29
2020-12-31	$1,000	1,000	—	Put	Sole	2021-01-29
2020-09-30	$17,848,159	90,586	+6.2%	Shares	Sole	2020-11-05
2020-09-30	$374,357	1,900	-85.5%	Call	Sole	2020-11-05
2020-06-30	$14,867,045	85,330	+0.2%	Shares	Sole	2020-07-23
2020-06-30	$505,883	13,100	—	Call	Sole	2020-07-23
2020-03-31	$8,153,697	85,165	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.