9
PYPL
PAYPAL HLDGS INC · Industrials
Consensus score 9/100 · #57 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+4.3%
21-day momentum
+11.7%
recent volume
0.99×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-4.7%
30-wk MA slope
-5.5%
rel. strength
-32.1
52-wk range
19%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
1
opened a position
Avg weight
3.7%
of their portfolios
Combined value
$332M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Punch Card Management Concentrated | 10.5% | $28M | HOLD |
| Lindsell Train Concentrated | 6.0% | $189M | TRIM |
| Yacktman Asset Management Quality value | 1.4% | $104M | NEW |
| Hosking Partners Concentrated | 0.3% | $9M | ADD |
| Southeastern / Longleaf Deep value | 0.0% | $1M | TRIM |
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.