PYPL
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 8.0 | P/B | 2.70 |
| EPS (TTM) | 5.42 | Dividend | 1.28% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 73.7M | 0.1% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 56.0M | n/a | n/a |
| State Street | 42.0M | 0.1% | −2% |
| Geode Capital Management | 26.1M | 0.1% | +22% |
| Comprehensive Financial Management LLC | 26.0M | 39.0% | −1% |
| Bank of America Corp | 25.6M | 0.1% | +68% |
Top institutional owners for PYPL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 08 | Natali Chris | SELL | 552 | −$30K |
| SEP 08 | Kereere Suzan | SELL | 1K | −$73K |
| SEP 08 | Keller Frank | SELL | 1K | −$67K |
| JUL 30 | Natali Chris | SELL | 1K | −$78K |
| JUL 30 | Keller Frank | SELL | 732 | −$43K |
| JUN 16 | Miller Jamie S | BUY | 6K | +$255K |
1 insider buy, 11 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PYPL yet.