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| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Norbert Lou / Punch Card | 47 | New buy | 628,907 | $27,156,204 | 10.6% |
| David Einhorn / Greenlight | 44 | New buy | 1,424,320 | $61,502,137 | 1.6% |
| Steve Cohen / Point72 | 76 | Added +3% | 1,502,800 | $64,890,904 | 0.1% |
| Bridgewater | 56 | Added +1591% | 166,034 | $7,169,348 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -50% | 880,200 | $38,007,036 | 0.1% |
| Ancora | 40 | Trimmed -38% | 826 | $35,680 | 0.0% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-30 | John Boozman senate | BUY | $1,001 - $15,000 | PTR |
| 2026-07-30 | John Boozman senate | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | Mark Alford MO04 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | Byron Donalds FL19 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Byron Donalds FL19 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-02-13 | Angus S King, Jr. senate | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Byron Donalds FL19 | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Byron Donalds FL19 | SELL | $1,001 - $15,000 | PTR |
| 2026-01-29 | John Boozman senate | BUY | $1,001 - $15,000 | PTR |
| 2025-12-30 | Nancy Pelosi CA11 | SELL | $250,001 - $500,000 | PTR |
| 2025-04-15 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | PTR |
| 2024-05-03 | Thomas H Tuberville senate | SELL | $100,001 - $250,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-09-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,004 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,004 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15.000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| … 2 older trade(s) on the full page | ||||
“True, right now markets just want FCF + large warchests or dividends/buybacks I guess, like $AAPL. I'd agree with Zuckerberg that although it compresses near term FCF, they'll be rewarded over time with long term growth. As a shareholder, probably better to prioritize long term growth over a low-growth FCF then buybacks company as seen with $PYPL's returns.” post →
| Date | Tweet |
|---|---|
| 2026-09-22T13:36:39 | I feel like traditional "value investing" went into hibernation. Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value. Then just enjoying slow growth but buyback/dividend appreciation from their cashflow. Now you can… → · 797 likes · 253,693 views |
| 2026-07-29 | True, right now markets just want FCF + large warchests or dividends/buybacks I guess, like $AAPL. I'd agree with Zuckerberg that although it compresses near term FCF, they'll be rewarded over time with long term growth. As a shareholder, probably better to prioritize long term growth over a low-… → · 103 likes · 20,278 views |
| 2026-03-26 | @beauty_oe 世の中には $PYPL みたいな退屈な株をただ握りしめたまま $AXTI のような銘柄が数百パーセントも爆上げするのを見せつけられて、僻んでいる(悔しがっている)人が山ほどいるよね。 自分のポートフォリオの成績がイマイチな時に、他人を素直に応援できない気持ちはよくわかるよ。 → · 23 likes · 3,956 views |
| 2025-11-19 | @TheRonnieVShow Hey @acce, @brian_g_peters, @SKereere please take a look into a frozen $PYPL account, something small would help restore a lot of confidence in the company. → · 3 likes · 1,056 views |
| Report | Date | Stance |
|---|---|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | WATCH |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.