Lindsell Train (Nick Train) — PYPL Trade History
Quarter-by-quarter changes in the PAYPAL HLDGS INC position · CUSIP 70450Y103
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-15 | Reduce | 3,162,672 | -1,016,951 | -24.3% | $136.6M | 5.20% |
| 2026 Q1 | 2026-04-24 | Reduce | 4,179,623 | -118,995 | -2.8% | $189.0M | 6.03% |
| 2025 Q4 | 2026-02-11 | Reduce | 4,298,618 | -185,000 | -4.1% | $251.0M | 6.36% |
| 2025 Q3 | 2025-11-12 | Reduce | 4,483,618 | -44,220 | -1.0% | $300.7M | 7.38% |
| 2025 Q2 | 2025-08-08 | Add | 4,527,838 | 356,746 | +8.6% | $336.5M | 7.93% |
| 2025 Q1 | 2025-05-15 | Reduce | 4,171,092 | -111,600 | -2.6% | $272.2M | 7.53% |
| 2024 Q4 | 2025-01-21 | Reduce | 4,282,692 | -309,087 | -6.7% | $365.5M | 9.14% |
| 2024 Q3 | 2024-10-17 | Reduce | 4,591,779 | -22,080 | -0.5% | $358.3M | 8.09% |
| 2024 Q2 | 2024-07-23 | Reduce | 4,613,859 | -173,500 | -3.6% | $273.8M | 6.32% |
| 2024 Q1 | 2024-05-10 | Reduce | 4,787,359 | -467,943 | -8.9% | $318.7M | 6.70% |
| 2023 Q4 | 2024-02-13 | Reduce | 5,255,302 | -59,000 | -1.1% | $322.7M | 6.26% |
| 2023 Q3 | 2023-11-09 | Reduce | 5,314,302 | -75,000 | -1.4% | $310.7M | 6.24% |
| 2023 Q2 | 2023-08-14 | Add | 5,389,302 | 5,000 | +0.1% | $359.5M | 6.40% |
| 2023 Q1 | 2023-05-12 | Add | 5,384,302 | 94,600 | +1.8% | $408.9M | 7.13% |
| 2022 Q4 | 2023-01-27 | Reduce | 5,289,702 | -62,100 | -1.2% | $376.8M | 7.16% |
| 2022 Q3 | 2022-11-14 | Add | 5,351,802 | 77,340 | +1.5% | $460.8M | 9.36% |
| 2022 Q2 | 2022-08-11 | Add | 5,274,462 | 15,000 | +0.3% | $368.5M | 7.23% |
| 2022 Q1 | 2022-05-11 | Add | 5,259,462 | 1,066,000 | +25.4% | $608.2M | 9.58% |
| 2021 Q4 | 2022-02-14 | Add | 4,193,462 | 178,200 | +4.4% | $790.8M | 11.46% |
| 2021 Q3 | 2021-11-12 | Reduce | 4,015,262 | -209,000 | -4.9% | $1.04B | 14.42% |
| 2021 Q2 | 2021-08-13 | Reduce | 4,224,262 | -84,250 | -2.0% | $1.23B | 15.92% |
| 2021 Q1 | 2021-05-12 | Reduce | 4,308,512 | -378,850 | -8.1% | $1.05B | 14.74% |
| 2020 Q4 | 2021-02-12 | Reduce | 4,687,362 | -271,650 | -5.5% | $1.10B | 15.94% |
| 2020 Q3 | 2020-11-12 | Reduce | 4,959,012 | -530,700 | -9.7% | $977.1M | 15.86% |
| 2020 Q2 | 2020-08-13 | Reduce | 5,489,712 | -1,178,006 | -17.7% | $956.5M | 15.92% |
| 2020 Q1 | 2020-05-14 | Reduce | 6,667,718 | -1,068,000 | -13.8% | $638.4M | 13.61% |
| 2019 Q4 | 2020-01-29 | Add | 7,735,718 | 364,366 | +4.9% | $836.8M | 13.39% |
| 2019 Q3 | 2019-10-18 | Add | 7,371,352 | 623,921 | +9.2% | $763.6M | 12.90% |
| 2019 Q2 | 2019-08-02 | Add | 6,747,431 | 282,424 | +4.4% | $772.2M | 13.11% |
| 2019 Q1 | 2019-05-02 | Add | 6,465,007 | 14,800 | +0.2% | $671.3M | 12.99% |
| 2018 Q4 | 2019-02-11 | Add | 6,450,207 | 374,940 | +6.2% | $542.4M | 13.11% |
| 2018 Q3 | 2018-10-24 | Add | 6,075,267 | 153,750 | +2.6% | $533.7M | 12.09% |
| 2018 Q2 | 2018-08-03 | Reduce | 5,921,517 | -556,000 | -8.6% | $493.1M | 12.22% |
| 2018 Q1 | 2018-05-15 | Add | 6,477,517 | 426,000 | +7.0% | $491.4M | 12.98% |
| 2017 Q4 | 2018-02-12 | Reduce | 6,051,517 | -156,250 | -2.5% | $445.5M | 12.81% |
| 2017 Q3 | 2017-10-31 | Reduce | 6,207,767 | -81,490 | -1.3% | $397.5M | 13.39% |
| 2017 Q2 | 2017-07-31 | Add | 6,289,257 | 7,274 | +0.1% | $337.5M | 13.11% |
| 2017 Q1 | 2017-05-08 | Add | 6,281,983 | 232,200 | +3.8% | $270.3M | 11.79% |
| 2016 Q4 | 2017-02-10 | Add | 6,049,783 | 676,300 | +12.6% | $238.8M | 11.73% |
| 2016 Q3 | 2016-10-31 | New | 5,373,483 | 5,373,483 | — | $196.2M | 10.69% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.