Exited position

Pat Dorsey’s PayPal (PYPL) position

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

Dorsey Asset Management 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 statusExited positionBased on the latest supported relationship state
Peak shares1.30MHighest verified quarter-end share count
Quarters reported26Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported PayPal in Q2 2018. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Dorsey Asset Management LLC sold the entire position in Q2 2025, and the stock is no longer reported in the latest verified portfolio.

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 2025
Sold the entire position−858.23K shares · No shares reported at quarter-end
Q1 2025
Sold 34.0% of the position−442.95K shares · 858.23K shares remained
Filing context

Quarter-end price $65.25 · Estimated holding basis $65.01

Q4 2024
Bought 11.9% more+138.66K shares · 1.30M shares reported after the change
Filing context

Quarter-end price $85.35 · Estimated holding basis $65.01

Q3 2024
Sold 2.9% of the position−34.53K shares · 1.16M shares remained
Filing context

Quarter-end price $78.03 · Estimated holding basis $62.58

Q2 2024
Sold 1.3% of the position−15.41K shares · 1.20M shares remained
Filing context

Quarter-end price $58.03 · Estimated holding basis $62.58

Q1 2024
Sold 1.3% of the position−16.26K shares · 1.21M shares remained
Filing context

Quarter-end price $66.99 · Estimated holding basis $62.58

Portfolio importance

How important was PayPal in Dorsey Asset Management LLC’s reported portfolio?

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

Last reported portfolio weight5.9%Q1 2025
Last reported rank#7of 11 reported positions
Peak portfolio weight13.1%Q1 2019
Best historical rank#3Q3 2018
At peak importanceQ1 2019
PYPL
13.1%
Largest holding
20.4%
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 verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View PayPal stock page →

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.