PYPL PAYPAL HLDGS INC

Ownership history in MATRIX ASSET ADVISORS INC/NY  ·  17 quarters on record

AI Ownership Summary

MATRIX ASSET ADVISORS INC/NY reported PAYPAL HLDGS INC (PYPL) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.0% in 2024 Q4. The latest visible filing shows PYPL at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATRIX ASSET ADVISORS INC/NY's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PYPL was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MATRIX ASSET ADVISORS INC/NY held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 267,229 -690 -0.3% 1.11% $12.1M 2026-04-22 $51.22
2025 Q4 ADDED 267,919 +16,429 +6.5% 1.41% $15.6M 2026-01-16 $56.72
2025 Q3 ADDED 251,490 +8,861 +3.7% 1.56% $16.9M 2025-10-14 $68.78
2025 Q2 ADDED 242,629 +17,348 +7.7% 1.82% $18.0M 2025-07-25 $77.57
2025 Q1 ADDED 225,281 +11,218 +5.2% 1.62% $14.7M 2025-04-22 $61.09
2024 Q4 REDUCED 214,063 -10,245 -4.6% 2.00% $18.3M 2025-01-22 $89.37
2024 Q3 REDUCED 224,308 -3,254 -1.4% 1.95% $17.5M 2024-10-10 $78.56
2024 Q2 ADDED 227,562 +1,715 +0.8% 1.58% $13.2M 2024-07-15 $60.15
2024 Q1 ADDED 225,847 +28,328 +14.3% 1.81% $15.1M 2024-04-15 $63.17
2023 Q4 ADDED 197,519 +45,811 +30.2% 1.54% $12.1M 2024-01-24 $62.68
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MATRIX ASSET ADVISORS INC/NY and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATRIX ASSET ADVISORS INC/NY reported owning PYPL?

MATRIX ASSET ADVISORS INC/NY reported PYPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PYPL position in MATRIX ASSET ADVISORS INC/NY's portfolio?

The largest reported portfolio weight for PYPL was 2.00% in 2024 Q4.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2026 Q1, when MATRIX ASSET ADVISORS INC/NY reported 267,229 shares, equal to 1.11% of portfolio, with an estimated market value of $12.1M.

What does the chart on this PYPL ownership page compare?

The chart compares MATRIX ASSET ADVISORS INC/NY's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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