13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
12

PYPL

PAYPAL HLDGS INC · Industrials

Consensus score 12/100 · #49 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+0.4%
21-day momentum
+4.3%
recent volume
0.66×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+13.6%
30-wk MA slope
+2.9%
rel. strength
-3.4
52-wk range
43%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
6
tracked managers
New this Q
1
opened a position
Avg weight
3.2%
of their portfolios
Combined value
$335M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Punch Card Management
Concentrated
10.6%
HOLD
Lindsell Train
Concentrated
5.2%
TRIM
Greenlight / DME Capital
Long/short value
1.6%
NEW
Yacktman Asset Management
Quality value
1.2%
ADD
Hosking Partners
Concentrated
0.3%
TRIM
Southeastern / Longleaf
Deep value
0.1%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.