Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  PayPal Holdings, Inc. (PYPL)
← All PYPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $38.46–60.13 · VW $47.78i SEC
2025   Q4 3,487 <0.01 Reduce 8.60% <0.01 $58.00–79.21 · VW $65.77i $203,599 SEC
2025   Q3 3,815 <0.01 Reduce 9.77% <0.01 $65.24–79.50 · VW $69.78i $255,830 SEC
2025   Q2 4,228 <0.01 Reduce 14.46% <0.01 $55.85–75.31 · VW $67.78i $314,225 SEC
2025   Q1 4,943 <0.01 Reduce 33.57% <0.01 $63.40–93.25 · VW $75.96i $322,549 SEC
2024   Q4 7,441 <0.01 Reduce 15.57% <0.01 $76.04–93.66 · VW $83.41i $635,102 SEC
2024   Q3 8,813 <0.01 Reduce 30.99% <0.01 $56.97–80.63 · VW $68.72i $687,662 SEC
2024   Q2 12,770 <0.01 Reduce 74.19% <0.01 $57.21–70.66 · VW $63.96i $741,064 SEC
2024   Q1 49,478 0.01 Reduce 99.76% 3.07 $55.77–68.21 · VW $62.07i $3,314,551 SEC
2023   Q4 20,794,484 3.08 Reduce 4.11% 0.14 $50.25–64.13 · VW $57.12i $1,276,989,247 SEC
2023   Q3 21,685,665 3.34 Reduce 2.15% 0.08 $56.53–76.54 · VW $65.98i $1,267,743,983 SEC
2023   Q2 22,163,025 3.67 Add 77.02% 1.60 $58.95–77.95 · VW $67.42i $1,478,938,633 SEC
2023   Q1 12,520,376 2.51 Add 2.25% 0.06 $71.09–88.63 · VW $77.63i $950,797,380 SEC
2022   Q4 12,244,474 2.55 Reduce 3.91% 0.12 $66.39–95.57 · VW $79.58i $872,051,472 SEC
2022   Q3 12,742,055 3.07 Reduce 1.76% 0.04 $68.51–103.03 · VW $88.72i $1,096,709,000 SEC
2022   Q2 12,969,867 2.39 Add 0.45% 0.01 $67.58–122.92 · VW $85.99i $905,816,000 SEC
2022   Q1 12,911,679 2.92 Add 72.78% 1.23 $92.25–196.10 · VW $131.54i $1,493,236,000 SEC
2021   Q4 7,472,721 2.37 Add 8.64% 0.19 $179.15–273.51 · VW $208.49i $1,409,206,000 SEC
2021   Q3 6,878,660 3.28 Add 3.04% 0.10 $256.89–310.16 · VW $280.55i $1,789,896,000 SEC
2021   Q2 6,675,832 3.73 Add 3.75% 0.13 $233.61–296.01 · VW $264.68i $1,945,872,000 SEC
2021   Q1 6,434,326 3.52 Reduce 19.14% 0.83 $223.09–309.14 · VW $253.39i $1,562,512,000 SEC
2020   Q4 7,957,698 4.34 Add 1.45% 0.06 $174.81–244.25 · VW $206.96i $1,863,693,000 SEC
2020   Q3 7,844,084 4.14 Reduce 9.34% 0.43 $164.33–212.45 · VW $192.68i $1,545,520,000 SEC
2020   Q2 8,651,965 4.56 Add 9.36% 0.39 $89.88–175.40 · VW $138.90i $1,507,432,000 SEC
2020   Q1 7,911,640 3.29 Add 2.87% 0.09 $82.07–124.45 · VW $105.71i $757,460,000 SEC
2019   Q4 7,690,677 3.28 Add 2.64% 0.08 $94.77–110.18 · VW $104.78i $831,900,000 SEC
2019   Q3 7,492,543 3.57 Add 4.45% 0.15 $101.10–121.48 · VW $109.02i $776,153,000 SEC
2019   Q2 7,173,147 3.98 Add 3.20% 0.12 $102.65–119.95 · VW $110.77i $821,038,000 SEC
2019   Q1 6,951,039 3.77 Buy 3.77 $81.91–104.70 · VW $93.78i $721,796,000 SEC
Price snapshot:
Current price$47.65
52-week low$38.22
52-week high$78.82