Robertson Stephens Wealth Management, LLC
Position in PYPL — PayPal Holdings, Inc.
CIK 1767307
San Francisco, CA
Position in PYPL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$305,282
-$35,842 QoQ
Shares Held
7,070
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#856
of 1,371 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $26,721,386 across 6 Credit Services names. PYPL ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,755 | $10,551,732 | |
| 2 | AXP |
American Express Co
|
25,741 | $8,706,893 | |
| 3 | COF |
Capital One Financial Corp
|
18,740 | $3,759,618 | |
| 4 | OMF |
OneMain Holdings, Inc.
|
28,260 | $1,723,012 | |
| 5 | MA |
Mastercard Inc
|
3,261 | $1,674,849 | |
| 6 | PYPL |
PayPal Holdings, Inc.
This page
|
7,070 | $305,282 |
All Filings in PYPL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,282 | 7,070 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $341,124 | 7,542 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $513,043 | 8,788 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $215,602 | 2,901 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $231,469 | 2,712 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $209,510 | 2,685 | Shares | Sole | 2024-11-12 | |
| 2022-03-31 | $448,837 | 3,881 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $446,557 | 2,368 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $430,313 | 2,184 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||