← Top Holdings

PYPLPAYCOM SOFTWARE INC

CUSIP: 70432V102

🔥 Bought by 3 superinvestors this quarter

3

Guru Owners

$33.1M

Total Value Held

271,683

Total Shares

$26.7M
0.21%
$3.7M
0.03%
$2.7M
0.70%

📊 Fundamentals

Market Cap$40.3B
P/E Ratio8.5x
Below market avg
Forward P/E7.9x
P/FCF9.9x
EPS (TTM)$5.40
Revenue (TTM)$33.7B
Profit Margin15.00%
Div Yield1.23%
Beta1.33

52-Week Range

$38.46
$79.50

Current: $45.65

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 8.5x trailing earnings → 7.9x forward · 15.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$359.6M$719.2M$1.08B$1.44BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $33.1M
REDUCEDTerry Smith$26.7M
INCREASEDPolen Capital$3.7M
INCREASEDRobert Vinall$2.7M
SOLDBill Nygren
SOLDRay Dalio
Q4 '255 owners · $895.7M
INCREASEDBill Nygren$511.5M
REDUCEDPolen Capital$292.4M
REDUCEDRay Dalio$6.4M
Q3 '255 owners · $1.06B
REDUCEDPolen Capital$548.7M
REDUCEDBill Nygren$396.4M
INCREASEDTerry Smith$108.9M
INCREASEDRay Dalio$1.2M
Q2 '255 owners · $1.26B
REDUCEDPolen Capital$670.2M
REDUCEDBill Nygren$481.7M
INCREASEDRay Dalio$13.3M
Q1 '255 owners · $1.44B
NEWPolen Capital$676.8M
NEWBill Nygren$664.2M
INCREASEDTerry Smith$90.3M
NEWRay Dalio$4.3M
Q4 '242 owners · $68.7M
SOLDRay Dalio

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 4.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
12.1%current: 12.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

PYPL: Held by 3 superinvestors · 32 congress member trades

BUYJohn BoozmanR
$1,001 - $15,0002026-01-29
SELLNancy PelosiD
$250,001 - $500,0002025-12-30
BUYJohn BoozmanR
$1,001 - $15,0002025-11-21
SELLRo KhannaD
$1,001 - $15,0002025-11-10
SELLRo KhannaD
$1,001 - $15,0002025-11-03
BUYRo KhannaD
$1,001 - $15,0002025-10-07
BUYLisa McClainR
$1,001 - $15,0002025-08-04
BUYAngus KingO
$1,001 - $15,0002025-07-21
SELLJames ComerR
$1,001 - $15,0002025-07-03
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLTommy TubervilleR
$15,001 - $50,0002025-04-15
BUYRo KhannaD
$1,001 - $15,0002025-04-15
SELLDan NewhouseR
$1,001 - $15,0002025-04-11
BUYRob BresnahanR
$1,001 - $15,0002025-04-08
BUYJefferson ShreveR
$15,001 - $50,0002025-04-07
SELLJulie JohnsonD
$1,001 - $15,0002025-04-01
BUYByron DonaldsR
$1,001 - $15,0002025-03-20
SELLRo KhannaD
$1,001 - $15,0002025-03-06
SELLJefferson ShreveR
$15,001 - $50,0002025-03-05