Foxhaven Asset Management’s PayPal PYPL Stock Holding History

Foxhaven Asset Management’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,742,841	Closed	-$117M	–	20
2025 Q3	$117M	Sell	1,742,841 -52,184	-3%	-$3.68M	2.69%	16
2025 Q2	$133M	Sell	1,795,025 -456,166	-20%	-$31.2M	3.22%	15
2025 Q1	$147M	Sell	2,251,191 -83,832	-4%	-$6.53M	4.46%	11
2024 Q4	$199M	Hold	2,335,023	–	–	5.34%	10
2024 Q3	$182M	Buy	2,335,023 +149,788	+7%	+$10M	5.1%	12
2024 Q2	$127M	Buy	2,185,235 +286,050	+15%	+$18.2M	3.55%	15
2024 Q1	$127M	Sell	1,899,185 -42,060	-2%	-$2.58M	3.43%	13
2023 Q4	$119M	Buy	1,941,245 +60,965	+3%	+$3.49M	3.42%	14
2023 Q3	$110M	Buy	+1,880,280	New	+$122M	3.53%	15
2016 Q2	–	Sell	-952,801	Closed	-$36.8M	–	20
2016 Q1	$36.8M	Buy	952,801 +177,991	+23%	+$6.43M	4.12%	11
2015 Q4	$28M	Buy	+774,810	New	+$27.3M	3.03%	13

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foxhaven Asset Management's PYPL Position: Q4 2025 in Review

Foxhaven Asset Management sold out of PayPal (PYPL) in Q4 2025, closing a stake of 1,742,841 shares — an estimated $117M sold.

Foxhaven Asset Management first reported a position in PYPL in Q4 2015 and held it in 11 quarters. The position peaked at $199M in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Foxhaven Asset Management reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Foxhaven Asset Management sold 1,742,841 PayPal shares in Q4 2025, an estimated $117M.
Foxhaven Asset Management first reported a position in PayPal in Q4 2015 and held it in 11 quarters.
Foxhaven Asset Management's PayPal position peaked at $199M in Q4 2024.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Foxhaven Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.