PYPL PayPal Holdings Inc

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  10 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported PayPal Holdings Inc (PYPL) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.1% in 2024 Q3. The latest visible filing shows PYPL at 1.44% 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.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in PayPal Holdings 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
2025 Q4

PYPL was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held PYPL — position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 554,074 -5,082 -0.9% 1.44% $32.3M 2026-02-14 (Est.) $40.17
2025 Q3 REDUCED 559,156 -6,704 -1.2% 1.91% $37.5M 2025-11-14 $62.48
2025 Q2 REDUCED 565,860 -5,233 -0.9% 2.12% $42.1M 2025-08-14 $69.01
2025 Q1 REDUCED 571,093 -8,444 -1.5% 1.99% $37.3M 2025-05-15 $71.19
2024 Q4 REDUCED 579,537 -263,361 -31.2% 2.34% $49.5M 2025-02-14 $77.56
2024 Q3 ADDED 842,898 +435 +0.1% 3.10% $65.8M 2024-11-14 $85.33
2024 Q2 REDUCED 842,463 -52,194 -5.8% 2.13% $48.9M 2024-08-14 $65.79
2024 Q1 ADDED 894,657 +878,209 +5339.3% 2.30% $59.9M 2024-05-15 $63.56
2023 Q4 ADDED 16,448 +1,107 +7.2% 0.04% $1.0M 2024-02-14 $58.56
2023 Q3 INITIATED 15,341 0.03% $897K 2023-11-14 $56.38

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and PYPL

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning PYPL?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported PYPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PYPL position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for PYPL was 3.10% in 2024 Q3.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 554,074 shares, equal to 1.44% of portfolio, with an estimated market value of $32.3M.

What does the chart on this PYPL ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'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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