SEC 13F Intelligence

Marathon Partners Equity Management, LLC / PYPL

Marathon Partners Equity Management, LLC’s Paypal Hldgs Inc Position

Does Marathon Partners Equity Management, LLC own Paypal Hldgs Inc (PYPL)? Not currently — the last reported position was 80.0K shares worth $5M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2023
Shares
80.0K
% of Portfolio
+7.66%
Quarters Held
20
position exited

Position History PYPL

Reported value by quarter
Q1 ’19: $24MQ1 ’19Q2 ’19: $24MQ3 ’19: $20MQ4 ’19: $18MQ4 ’19Q1 ’20: $11MQ2 ’20: $20MQ3 ’20: $19MQ3 ’20Q4 ’20: $22MQ1 ’21: $23MQ2 ’21: $28MQ2 ’21Q3 ’21: $23MQ4 ’21: $17MQ1 ’22: $12MQ1 ’22Q2 ’22: $8MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $14MQ3 ’23: $12MQ3 ’23Q4 ’23: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202380.0K$5M+7.66%
Q3 2023202.5K$12M+17.96%
Q2 2023207.5K$14M+17.17%
Q1 2023146.0K$11M+14.37%
Q4 2022170.0K$12M+18.71%
Q3 2022115.3K$10M+15.65%
Q2 2022114.5K$8M+12.95%
Q1 2022105.5K$12M+12.46%
Q4 202190.5K$17M+8.83%
Q3 202187.5K$23M+8.65%
Q2 202195.5K$28M+10.35%
Q1 202195.5K$23M+9.68%
Q4 202095.5K$22M+9.82%
Q3 202095.5K$19M+8.63%
Q2 2020112.5K$20M+9.06%
Q1 2020112.5K$11M+6.75%
Q4 2019168.0K$18M+8.22%
Q3 2019195.0K$20M+7.65%
Q2 2019212.5K$24M+10.04%
Q1 2019227.5K$24M+10.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Partners Equity Management, LLC’s full portfolio or all institutional holders of PYPL.