Jeremy Grantham's DLX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 21,946 shares of Deluxe Corporation (DLX) worth $524,070, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in DLX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 114,400 shares. Largest reduction occurred in Q4 2020, reducing 92,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Deluxe Corporation (DLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Deluxe Corporation (DLX) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -11,787 | Reduce 34.94% | 21,946 | $23.88 |
| Q3 2025 | -10,800 | Reduce 24.25% | 33,733 | $19.36 |
| Q1 2025 | +14,278 | Add 47.19% | 44,533 | $15.81 |
| Q4 2023 | +2,954 | Add 10.82% | 30,255 | $21.45 |
| Q3 2023 | -33,071 | Reduce 54.78% | 27,301 | $18.89 |
| Q1 2023 | -6,400 | Reduce 9.58% | 60,372 | $16.00 |
| Q4 2022 | -5,200 | Reduce 7.23% | 66,772 | $16.98 |
| Q3 2022 | -49,800 | Reduce 40.90% | 71,972 | $16.65 |
| Q2 2022 | -5,600 | Reduce 4.40% | 121,772 | $21.67 |
| Q1 2022 | +6,500 | Add 5.38% | 127,372 | $30.24 |
| Q4 2021 | -700 | Reduce 0.58% | 120,872 | $32.11 |
| Q3 2021 | -600 | Reduce 0.49% | 121,572 | $35.89 |
| Q2 2021 | +8,493 | Add 7.47% | 122,172 | $47.77 |
| Q1 2021 | +17,879 | Add 18.66% | 113,679 | $41.96 |
| Q4 2020 | -92,900 | Reduce 49.23% | 95,800 | $29.20 |
| Q3 2020 | -14,264 | Reduce 7.03% | 188,700 | $25.73 |
| Q2 2020 | -1,700 | Reduce 0.83% | 202,964 | $23.54 |
| Q1 2020 | +114,400 | Add 126.74% | 204,664 | $25.93 |
| Q4 2019 | +55,164 | Add 157.16% | 90,264 | $49.92 |
| Q3 2019 | +35,100 | New Buy | 35,100 | $49.17 |
| Q4 2018 | -40,862 | Sold Out | 0 | $0.00 |
| Q3 2018 | -7,400 | Reduce 15.33% | 40,862 | $56.95 |
| Q2 2018 | +64 | Add 0.13% | 48,262 | $66.20 |
| Q1 2018 | +1,900 | Add 4.10% | 48,198 | $74.01 |
| Q4 2017 | -7,700 | Reduce 14.26% | 46,298 | $76.85 |
| Q3 2017 | -28,100 | Reduce 34.23% | 53,998 | $72.97 |
| Q2 2017 | -25,400 | Reduce 23.63% | 82,098 | $69.22 |
| Q1 2017 | -69,789 | Reduce 39.36% | 107,498 | $72.17 |
| Q4 2016 | -42,158 | Reduce 19.21% | 177,287 | $71.61 |
| Q3 2016 | -79,666 | Reduce 26.63% | 219,445 | $66.82 |
| Q2 2016 | +111,011 | Add 59.02% | 299,111 | $66.37 |
| Q1 2016 | +98,000 | Add 108.77% | 188,100 | $62.49 |
| Q4 2015 | +86,500 | Add 2402.78% | 90,100 | $54.54 |
| Q3 2015 | +3,600 | New Buy | 3,600 | $55.83 |
| Q1 2014 | -11,188 | Sold Out | 0 | $0.00 |
| Q4 2013 | -2,169 | Reduce 16.24% | 11,188 | $52.20 |
| Q3 2013 | -2,716 | Reduce 16.90% | 13,357 | $41.63 |
| Q2 2013 | +16,073 | Add 0.00% | 16,073 | $34.65 |
Jeremy Grantham's Deluxe Corporation Investment FAQs
Jeremy Grantham first purchased Deluxe Corporation (DLX) in Q2 2013, acquiring 16,073 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 Deluxe Corporation (DLX) for 46 quarters since Q2 2013.
Jeremy Grantham's largest addition to Deluxe Corporation (DLX) was in Q1 2020, adding 204,664 shares worth $5.31 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 21,946 shares of Deluxe Corporation (DLX), valued at approximately $524,070.
As of the Q2 2026 filing, Deluxe Corporation (DLX) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Deluxe Corporation (DLX) was 299,111 shares, as reported at the end of Q2 2016.