Noted activist investor ValueAct Capital revealed a new position in PayPal (PAYP) in its latest quarterly filing. According to the disclosure, which reflects holdings as of June 30, 2026, the firm purchased 2.15 million shares valued at approximately $30.88 million.
This new stake accounts for 0.55% of ValueAct's reported portfolio. Investors monitor the actions of firms like ValueAct for insights into where they see long-term value, though it's important to remember that 13F filings are delayed and reflect trades made at some point during the prior quarter.