Forum Financial Management, LP

Position in PYPL — PayPal Holdings, Inc.

CIK 1911832 LOMBARD, IL

Position in PYPL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$238,871

-$1,797 QoQ

Shares Held

5,532

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#918

of 1,371 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $4,306,427 across 5 Credit Services names. PYPL ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	6,395	$1,282,964
2	V	Visa Inc.	3,547	$1,216,940
3	AXP	American Express Co	2,770	$936,952
4	MA	Mastercard Inc	1,228	$630,700
5	PYPL	PayPal Holdings, Inc. This page	5,532	$238,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,871	5,532	+4.0%	Shares	Sole	2026-07-23
2026-03-31	$240,668	5,321	-68.8%	Shares	Sole	2026-04-23
2025-12-31	$994,094	17,028	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,143,037	17,045	+12.6%	Shares	Sole	2025-10-24
2025-06-30	$1,125,130	15,139	+6.5%	Shares	Sole	2025-07-30
2025-03-31	$927,724	14,218	-2.0%	Shares	Sole	2025-05-02
2024-12-31	$1,238,599	14,512	+154.6%	Shares	Sole	2025-02-20
2024-09-30	$444,692	5,699	+11.2%	Shares	Sole	2024-10-29
2024-06-30	$297,519	5,127	+9.0%	Shares	Sole	2024-07-30
2024-03-31	$315,187	4,705	+12.6%	Shares	Sole	2024-05-09
2023-12-31	$256,632	4,179	-45.1%	Shares	Sole	2024-02-07
2023-09-30	$444,997	7,612	+14.4%	Shares	Sole	2023-11-06
2023-06-30	$443,954	6,653	+6.5%	Shares	Sole	2023-07-26
2023-03-31	$474,549	6,249	-9.9%	Shares	Sole	2023-04-19
2022-12-31	$494,195	6,939	-6.2%	Shares	Sole	2023-01-24
2022-09-30	$636,745	7,398	-0.4%	Shares	Sole	2022-11-07
2022-06-30	$518,911	7,430	+98.1%	Shares	Sole	2022-08-15
2022-03-31	$433,803	3,751	-30.6%	Shares	Sole	2022-05-16
2021-12-31	$1,019,274	5,405	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.