Jeremy Grantham's CTSH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 524,242 shares of Cognizant Technology Solutions Corporation (CTSH) worth $43.51 M, representing 0.11% 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 Q2 2020, reducing 3.22 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +25,033 | Add 5.01% | 524,242 | $83.00 |
| Q3 2025 | -8,466 | Reduce 1.67% | 499,209 | $67.07 |
| Q2 2025 | -116,528 | Reduce 18.67% | 507,675 | $78.03 |
| Q1 2025 | -10,144 | Reduce 1.60% | 624,203 | $76.50 |
| Q4 2024 | -40,885 | Reduce 6.05% | 634,347 | $76.90 |
| Q3 2024 | +8,746 | Add 1.31% | 675,232 | $77.18 |
| Q2 2024 | -903 | Reduce 0.14% | 666,486 | $68.00 |
| Q1 2024 | -58,981 | Reduce 8.12% | 667,389 | $73.29 |
| Q4 2023 | +37,050 | Add 5.37% | 726,370 | $75.53 |
| Q3 2023 | -17,007 | Reduce 2.41% | 689,320 | $67.74 |
| Q2 2023 | +48,809 | Add 7.42% | 706,327 | $65.28 |
| Q1 2023 | +55,500 | Add 9.22% | 657,518 | $60.93 |
| Q4 2022 | +183,818 | Add 43.95% | 602,018 | $57.19 |
| Q3 2022 | +30,900 | Add 7.98% | 418,200 | $57.44 |
| Q2 2022 | +17,700 | Add 4.79% | 387,300 | $67.49 |
| Q1 2022 | +700 | Add 0.19% | 369,600 | $89.67 |
| Q4 2021 | -8,200 | Reduce 2.17% | 368,900 | $88.72 |
| Q3 2021 | +38,600 | Add 11.40% | 377,100 | $74.21 |
| Q2 2021 | +81,600 | Add 31.76% | 338,500 | $69.26 |
| Q1 2021 | +85,800 | Add 50.15% | 256,900 | $78.12 |
| Q4 2020 | +171,100 | New Buy | 171,100 | $81.95 |
| Q2 2020 | -3.22 M | Sold Out | 0 | $0.00 |
| Q1 2020 | +3,790 | Add 0.12% | 3.22 M | $46.47 |
| Q4 2019 | -558,759 | Reduce 14.79% | 3.22 M | $62.02 |
| Q3 2019 | +96,059 | Add 2.61% | 3.78 M | $60.27 |
| Q2 2019 | +486,438 | Add 15.23% | 3.68 M | $63.39 |
| Q1 2019 | -140,650 | Reduce 4.22% | 3.19 M | $72.45 |
| Q4 2018 | +121,648 | Add 3.79% | 3.34 M | $63.48 |
| Q3 2018 | -176,530 | Reduce 5.21% | 3.21 M | $77.15 |
| Q2 2018 | -501,513 | Reduce 12.89% | 3.39 M | $78.99 |
| Q1 2018 | -79,858 | Reduce 2.01% | 3.89 M | $80.50 |
| Q4 2017 | -48,496 | Reduce 1.21% | 3.97 M | $71.02 |
| Q3 2017 | -487,014 | Reduce 10.81% | 4.02 M | $72.54 |
| Q2 2017 | +157,585 | Add 3.62% | 4.51 M | $66.40 |
| Q1 2017 | +346,747 | Add 8.66% | 4.35 M | $59.52 |
| Q4 2016 | +181,877 | Add 4.76% | 4 M | $56.03 |
| Q3 2016 | +721,448 | Add 23.28% | 3.82 M | $47.71 |
| Q2 2016 | +1.22 M | Add 64.66% | 3.1 M | $57.24 |
| Q1 2016 | -87,674 | Reduce 4.45% | 1.88 M | $62.70 |
| Q4 2015 | -247,682 | Reduce 11.17% | 1.97 M | $60.02 |
| Q3 2015 | -544,273 | Reduce 19.71% | 2.22 M | $62.61 |
| Q2 2015 | -892,600 | Reduce 24.42% | 2.76 M | $61.09 |
| Q1 2015 | -230,232 | Reduce 5.93% | 3.65 M | $62.39 |
| Q4 2014 | +206,147 | Add 5.60% | 3.88 M | $52.66 |
| Q3 2014 | +448,383 | Add 13.88% | 3.68 M | $44.77 |
| Q2 2014 | +260,640 | Add 8.78% | 3.23 M | $48.91 |
| Q1 2014 | +1.25 M | Add 72.46% | 2.97 M | $50.61 |
| Q4 2013 | +840,612 | Add 95.38% | 1.72 M | $50.49 |
| Q3 2013 | +334,460 | Add 61.16% | 881,324 | $41.06 |
| Q2 2013 | +546,864 | Add 0.00% | 546,864 | $31.31 |
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.
Jeremy Grantham's largest addition to Cognizant Technology Solutions Corporation (CTSH) was in Q1 2014, adding 2,969,710 shares worth $150.3 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 524,242 shares of Cognizant Technology Solutions Corporation (CTSH), valued at approximately $43.51 M.
As of the Q4 2025 filing, Cognizant Technology Solutions Corporation (CTSH) represents approximately 0.11% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Cognizant Technology Solutions Corporation (CTSH) was 4,507,196 shares, as reported at the end of Q2 2017.