Jeremy Grantham's CTSH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 499,209 shares of Cognizant Technology Solutions Corporation (CTSH) worth $33.48 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in CTSH, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 1.25 M shares. Largest reduction occurred in Q4 2020, reducing 3.05 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Cognizant Technology Solutions Corporation (CTSH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cognizant Technology Solutions Corporation (CTSH) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +546,866 | Add 0.00% | 546,864 | $31.31 |
| Q3 2013 | +334,460 | Add 61.16% | 881,324 | $41.06 |
| Q4 2013 | +840,612 | Add 95.38% | 1.72 M | $50.49 |
| Q1 2014 | +1.25 M | Add 72.46% | 2.97 M | $50.61 |
| Q2 2014 | +260,640 | Add 8.78% | 3.23 M | $48.91 |
| Q3 2014 | +448,383 | Add 13.88% | 3.68 M | $44.77 |
| Q4 2014 | +206,147 | Add 5.60% | 3.88 M | $52.66 |
| Q1 2015 | -230,232 | Reduce 5.93% | 3.65 M | $62.39 |
| Q2 2015 | -892,600 | Reduce 24.42% | 2.76 M | $61.09 |
| Q3 2015 | -544,273 | Reduce 19.71% | 2.22 M | $62.61 |
| Q4 2015 | -247,682 | Reduce 11.17% | 1.97 M | $60.02 |
| Q1 2016 | -87,674 | Reduce 4.45% | 1.88 M | $62.70 |
| Q2 2016 | +1.22 M | Add 64.66% | 3.1 M | $57.24 |
| Q3 2016 | +721,448 | Add 23.28% | 3.82 M | $47.71 |
| Q4 2016 | +181,877 | Add 4.76% | 4 M | $56.03 |
| Q1 2017 | +346,747 | Add 8.66% | 4.35 M | $59.52 |
| Q2 2017 | +157,585 | Add 3.62% | 4.51 M | $66.40 |
| Q3 2017 | -487,014 | Reduce 10.81% | 4.02 M | $72.54 |
| Q4 2017 | -48,496 | Reduce 1.21% | 3.97 M | $71.02 |
| Q1 2018 | -79,858 | Reduce 2.01% | 3.89 M | $80.50 |
| Q2 2018 | -501,513 | Reduce 12.89% | 3.39 M | $78.99 |
| Q3 2018 | -176,530 | Reduce 5.21% | 3.21 M | $77.15 |
| Q4 2018 | +121,648 | Add 3.79% | 3.34 M | $63.48 |
| Q1 2019 | -140,650 | Reduce 4.22% | 3.19 M | $72.45 |
| Q2 2019 | +486,438 | Add 15.23% | 3.68 M | $63.39 |
| Q3 2019 | +96,059 | Add 2.61% | 3.78 M | $60.27 |
| Q4 2019 | -558,759 | Reduce 14.79% | 3.22 M | $62.02 |
| Q1 2020 | +3,790 | Add 0.12% | 3.22 M | $46.47 |
| Q2 2020 | -3.22 M | Sold Out | 3.22 M | $0.00 |
| Q4 2020 | +171,100 | New Buy | 171,100 | $81.95 |
| Q1 2021 | +85,800 | Add 50.15% | 256,900 | $78.12 |
| Q2 2021 | +81,600 | Add 31.76% | 338,500 | $69.26 |
| Q3 2021 | +38,600 | Add 11.40% | 377,100 | $74.21 |
| Q4 2021 | -8,200 | Reduce 2.17% | 368,900 | $88.72 |
| Q1 2022 | +700 | Add 0.19% | 369,600 | $89.67 |
| Q2 2022 | +17,700 | Add 4.79% | 387,300 | $67.49 |
| Q3 2022 | +30,900 | Add 7.98% | 418,200 | $57.44 |
| Q4 2022 | +183,818 | Add 43.95% | 602,018 | $57.19 |
| Q1 2023 | +55,500 | Add 9.22% | 657,518 | $60.93 |
| Q2 2023 | +48,809 | Add 7.42% | 706,327 | $65.28 |
| Q3 2023 | -17,007 | Reduce 2.41% | 689,320 | $67.74 |
| Q4 2023 | +37,050 | Add 5.37% | 726,370 | $75.53 |
| Q1 2024 | -58,981 | Reduce 8.12% | 667,389 | $73.29 |
| Q2 2024 | -903 | Reduce 0.14% | 666,486 | $68.00 |
| Q3 2024 | +8,746 | Add 1.31% | 675,232 | $77.18 |
| Q4 2024 | -40,885 | Reduce 6.05% | 634,347 | $76.90 |
| Q1 2025 | -10,144 | Reduce 1.60% | 624,203 | $76.50 |
| Q2 2025 | -116,528 | Reduce 18.67% | 507,675 | $78.03 |
| Q3 2025 | -8,466 | Reduce 1.67% | 499,209 | $67.07 |
Jeremy Grantham's Cognizant Technology Solutions Corporation Investment FAQs
Jeremy Grantham first purchased Cognizant Technology Solutions Corporation (CTSH) in Q2 2013, acquiring 546,864 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 Cognizant Technology Solutions Corporation (CTSH) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Cognizant Technology Solutions Corporation (CTSH) was in Q1 2014, adding 2,969,710 shares worth $150.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 499,209 shares of Cognizant Technology Solutions Corporation (CTSH), valued at approximately $33.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cognizant Technology Solutions Corporation (CTSH) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Cognizant Technology Solutions Corporation (CTSH) was 4,507,196 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.