Creative Planning

Position in PYPL — PayPal Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to PYPL Full portfolio

Position in PYPL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$21,624,597

+$88,333 QoQ

Shares Held

478,103

+29.6% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6132556933219551.ToString("F0")% Shared 0.ToString("F0")% None 99.38674430667804.ToString("F0")%

Common Shares in PYPL Over Time

Shares Held

Position Value (USD)

Derivatives in PYPL

reported options exposure · as of Mar 31, 2026

CallValue

$2,035,350

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 Mar 31, 2026

Creative Planning holds $575,736,767 across 31 Credit Services names. PYPL ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	811,682	$245,322,766
2	MA	Mastercard Inc	282,263	$141,035,530
3	AXP	American Express Co	241,230	$72,967,249
4	COF	Capital One Financial Corp	226,760	$41,367,826
5	PYPL	PayPal Holdings, Inc. This page	478,103	$21,624,597
6	FCFS	FirstCash Holdings, Inc.	47,510	$8,931,880
7	OMF	OneMain Holdings, Inc.	149,331	$7,987,715
8	SOFI	SoFi Technologies, Inc.	294,595	$4,678,168

All Filings in PYPL

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,624,597	478,103	+962.5%	Shares	Defined	2026-05-12
2026-03-31	$2,035,350	45,000	-87.8%	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	+10168.6%	Shares	Defined	2024-02-14
2023-09-30	$128,612	2,200	-99.0%	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	+8235.2%	Shares	Sole	2023-07-21
2023-06-30	$146,806	2,200	+1000.0%	Call	Sole	2023-07-21
2023-03-31	$15,188	200	-99.9%	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	+97664.0%	Shares	Sole	2023-02-10
2022-12-31	$14,244	200	0.0%	Call	Sole	2023-02-10
2022-09-30	$17,214	200	-99.9%	Call	Sole	2022-11-03
2022-09-30	$13,411,427	155,820	+77810.0%	Shares	Sole	2022-11-03
2022-06-30	$13,968	200	-99.9%	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	+60979.0%	Shares	Sole	2022-05-16
2022-03-31	$23,130	200	-99.8%	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	+30638.3%	Shares	Sole	2021-11-10
2021-09-30	$78,063	300	-99.7%	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	+330.7%	Shares	Sole	2021-04-30
2021-03-31	$5,682,456	23,400	+2240.0%	Call	Sole	2021-04-30
2021-03-31	$242,840	1,000	-99.0%	Put	Sole	2021-04-30
2020-12-31	$22,428,396	95,766	+614.7%	Shares	Sole	2021-01-29
2020-12-31	$3,138,280	13,400	+1240.0%	Call	Sole	2021-01-29
2020-12-31	$234,200	1,000	-98.9%	Put	Sole	2021-01-29
2020-09-30	$17,848,159	90,586	+4667.7%	Shares	Sole	2020-11-05
2020-09-30	$374,357	1,900	-97.8%	Call	Sole	2020-11-05
2020-06-30	$14,867,045	85,330	+551.4%	Shares	Sole	2020-07-23
2020-06-30	$2,282,413	13,100	-84.6%	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.