Historical position

Daniel Loeb’s PayPal (PYPL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2018Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares10.00MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Third Point LLC first reported PayPal in Q2 2018. The reported position was reduced across later filings. Verified positive position history runs through Q2 2019. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2019
No change3.50M shares reported
Filing context

Quarter-end price $114.46 · Estimated holding basis $83.27

Q1 2019
Sold 13.0% of the position−525.00K shares · 3.50M shares remained
Filing context

Quarter-end price $103.84 · Estimated holding basis $83.27

Q4 2018
Sold 55.5% of the position−5.03M shares · 4.03M shares remained
Filing context

Quarter-end price $84.09 · Estimated holding basis $83.27

Q3 2018
Sold 9.5% of the position−950.00K shares · 9.05M shares remained
Filing context

Quarter-end price $87.84 · Estimated holding basis $83.27

Q2 2018
New position+10.00M shares · 10.00M shares reported
Filing context

Quarter-end price $83.27 · Estimated holding basis $83.27

Portfolio importance

How important was PayPal in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight4.7%Q2 2019
Last reported rank#5of 42 reported positions
Peak portfolio weight5.8%Q2 2018
Best historical rank#4Q3 2018
At peak importanceQ2 2018
PYPL
5.8%
Largest holding
18.6%
Cross-investor discovery

Who else owns PayPal?

Also reported by 3 other tracked investors in their latest verified filings.

David EinhornDME Capital Management
PYPL1.6% of reported portfolio
Joel GreenblattGotham Asset Management
PYPL0.2% of reported portfolio
Ray DalioBridgewater Associates, LP
PYPL0.0% of reported portfolio
Explore PayPal across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$53.722026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$114.46Q2 2019

Derived from validated reported value and shares where supported.

Estimated holding basis$83.27Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View PayPal stock page →

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.