Position in PYPL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,979,975
-$366,602 QoQ
Shares Held
45,854
-11.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#106
of 510 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, 2026CallValue
$215,900
CallShares
5,000
PutValue
$0
PutShares
0
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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. PYPL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in PYPL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,975 | 45,854 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $215,900 | 5,000 | Call | Sole | 2026-07-17 | |
| 2026-03-31 | $2,346,577 | 51,881 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $226,150 | 5,000 | Call | Sole | 2026-04-30 | |
| 2025-12-31 | $583,800 | 10,000 | Call | Sole | 2026-02-03 | |
| 2025-12-31 | $2,168,466 | 37,144 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,145,852 | 31,999 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,531,339 | 34,060 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,806,511 | 27,686 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,452,788 | 28,738 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,002,874 | 25,668 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,108,605 | 19,104 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,308,113 | 19,527 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,443,871 | 23,512 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $116,920 | 2,000 | Call | Sole | 2023-11-08 | |
| 2023-09-30 | $1,052,864 | 18,010 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,164,638 | 17,453 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,008,762 | 118,630 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,389,573 | 103,757 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,192,400 | 95,183 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,540,585 | 93,651 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,521,028 | 13,152 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,079,848 | 11,029 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $744,981 | 2,863 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,189,082 | 10,941 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,995,173 | 8,216 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,265,416 | 9,673 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,816,222 | 9,218 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,646,996 | 9,453 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $845,671 | 8,833 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||