Waverly Advisors, LLC

Position in PYPL — PayPal Holdings, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in PYPL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,283,870

+$7,661 QoQ

Shares Held

29,733

+5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#523

of 1,371 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $123,571,689 across 8 Credit Services names. PYPL ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	215,041	$73,778,416
2	AXP	American Express Co	97,920	$33,121,440
3	MA	Mastercard Inc	19,431	$9,979,761
4	COF	Capital One Financial Corp	15,493	$3,108,205
5	PYPL	PayPal Holdings, Inc. This page	29,733	$1,283,870
6	ALLY	Ally Financial Inc.	23,749	$1,091,266
7	SYF	Synchrony Financial	9,841	$748,408
8	OMF	OneMain Holdings, Inc.	7,550	$460,323

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,283,870	29,733	+5.4%	Shares	Sole	2026-08-14
2026-03-31	$1,276,209	28,216	-8.3%	Shares	Sole	2026-05-15
2025-12-31	$1,797,053	30,782	+4.6%	Shares	Sole	2026-02-17
2025-09-30	$1,973,844	29,434	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$2,131,943	28,686	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$1,920,242	29,429	-2.2%	Shares	Sole	2025-05-15
2024-12-31	$2,569,461	30,105	+34.3%	Shares	Sole	2025-02-14
2024-09-30	$1,749,042	22,415	-5.1%	Shares	Sole	2024-11-14
2024-06-30	$1,370,030	23,609	+29.0%	Shares	Sole	2024-08-14
2024-03-31	$1,225,850	18,299	+68.9%	Shares	Sole	2024-05-15
2023-12-31	$665,315	10,834	+27.4%	Shares	Sole	2024-02-14
2023-09-30	$497,201	8,505	-12.5%	Shares	Other	2023-11-14
2023-06-30	$648,280	9,715	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.