Compound Planning, Inc.

Position in PYPL — PayPal Holdings, Inc.

CIK 1978879 NEW YORK, NY

Position in PYPL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$458,053

-$151,556 QoQ

Shares Held

10,608

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#759

of 1,371 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. PYPL ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,346	$8,695,958
2	MA	Mastercard Inc	13,485	$6,925,895
3	AXP	American Express Co	11,276	$3,814,107
4	AFRM	Affirm Holdings, Inc.	41,855	$3,413,275
5	COF	Capital One Financial Corp	12,296	$2,466,822
6	SYF	Synchrony Financial	10,808	$821,947
7	SOFI	SoFi Technologies, Inc.	38,730	$694,428
8	PYPL	PayPal Holdings, Inc. This page	10,608	$458,053

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,053	10,608	-21.3%	Shares	Other	2026-08-04
2026-03-31	$609,609	13,478	+32.1%	Shares	Sole	2026-05-14
2025-12-31	$595,708	10,204	-13.5%	Shares	Sole	2026-02-19
2025-09-30	$791,375	11,801	+6.6%	Shares	Sole	2025-11-10
2025-06-30	$822,945	11,073	+7.1%	Shares	Sole	2025-08-14
2025-03-31	$674,815	10,342	-8.8%	Shares	Sole	2025-05-14
2024-12-31	$967,783	11,339	+10.8%	Shares	Sole	2025-01-17
2024-09-30	$798,324	10,231	+13.4%	Shares	Sole	2024-10-08
2024-06-30	$523,430	9,020	-28.7%	Shares	Sole	2024-07-26
2024-03-31	$847,021	12,644	+87.8%	Shares	Sole	2024-05-07
2023-12-31	$413,412	6,732	+45.2%	Shares	Sole	2024-02-08
2023-09-30	$270,962	4,635	+14.4%	Shares	Sole	2023-11-09
2023-06-30	$270,389	4,052	-3.1%	Shares	Sole	2023-08-03
2023-03-31	$317,429	4,180	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.