Jeremy Grantham's AYI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 9,081 shares of Acuity Inc. (AYI) worth $3.27 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in AYI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 9,081 shares. Largest reduction occurred in Q1 2021, reducing 4,200 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Acuity (AYI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Acuity (AYI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +9,081 | New Buy | 9,081 | $360.04 |
| Q1 2025 | -1,452 | Sold Out | 0 | $0.00 |
| Q4 2024 | -345 | Reduce 19.20% | 1,452 | $292.13 |
| Q3 2024 | -231 | Reduce 11.39% | 1,797 | $275.39 |
| Q2 2024 | +2,028 | New Buy | 2,028 | $241.44 |
| Q4 2023 | -2,514 | Sold Out | 0 | $0.00 |
| Q3 2023 | -2,406 | Reduce 48.90% | 2,514 | $170.31 |
| Q2 2023 | +4,920 | New Buy | 4,920 | $163.08 |
| Q1 2021 | -4,200 | Sold Out | 0 | $0.00 |
| Q4 2020 | +1,133 | Add 36.94% | 4,200 | $121.19 |
| Q3 2020 | +3,067 | New Buy | 3,067 | $102.38 |
Jeremy Grantham's Acuity Investment FAQs
Jeremy Grantham first purchased Acuity Inc. (AYI) in Q3 2020, acquiring 3,067 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Acuity Inc. (AYI) for 11 quarters since Q3 2020.
Jeremy Grantham's largest addition to Acuity Inc. (AYI) was in Q4 2025, adding 9,081 shares worth $3.27 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 9,081 shares of Acuity Inc. (AYI), valued at approximately $3.27 M.
As of the Q4 2025 filing, Acuity Inc. (AYI) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Acuity Inc. (AYI) was 9,081 shares, as reported at the end of Q4 2025.