Jeremy Grantham's EA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 100,399 shares of Electronic Arts Inc. (EA) worth $20.25 M, representing 0.06% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in EA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 58,582 shares. Largest reduction occurred in Q4 2023, reducing 37,297 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Electronic Arts (EA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Electronic Arts (EA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +46,080 | New Buy | 46,080 | $107.51 |
| Q1 2020 | +30,619 | Add 66.45% | 76,699 | $100.17 |
| Q2 2020 | +1,200 | Add 1.56% | 77,899 | $132.06 |
| Q3 2020 | +1,177 | Add 1.51% | 79,076 | $130.41 |
| Q4 2020 | -9,713 | Reduce 12.28% | 69,363 | $143.61 |
| Q1 2021 | -10,408 | Reduce 15.01% | 58,955 | $135.37 |
| Q2 2021 | -31,177 | Reduce 52.88% | 27,778 | $143.82 |
| Q3 2021 | -436 | Reduce 1.57% | 27,342 | $142.24 |
| Q4 2021 | -1,817 | Reduce 6.65% | 25,525 | $131.91 |
| Q1 2022 | +32,978 | Add 129.20% | 58,503 | $126.51 |
| Q2 2022 | +35,810 | Add 61.21% | 94,313 | $121.65 |
| Q3 2022 | +6,500 | Add 6.89% | 100,813 | $115.71 |
| Q4 2022 | -28,700 | Reduce 28.47% | 72,113 | $122.18 |
| Q1 2023 | -30,900 | Reduce 42.85% | 41,213 | $120.45 |
| Q2 2023 | +1,011 | Add 2.45% | 42,224 | $129.70 |
| Q3 2023 | -4,927 | Reduce 11.67% | 37,297 | $120.40 |
| Q4 2023 | -37,297 | Sold Out | 0 | $0.00 |
| Q4 2024 | +16,648 | New Buy | 16,648 | $146.30 |
| Q1 2025 | +28,977 | Add 174.06% | 45,625 | $144.52 |
| Q2 2025 | -3,808 | Reduce 8.35% | 41,817 | $159.70 |
| Q3 2025 | +58,582 | Add 140.09% | 100,399 | $201.70 |
Jeremy Grantham's Electronic Arts Investment FAQs
Jeremy Grantham first purchased Electronic Arts Inc. (EA) in Q4 2019, acquiring 46,080 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 Electronic Arts Inc. (EA) for 21 quarters since Q4 2019.
Jeremy Grantham's largest addition to Electronic Arts Inc. (EA) was in Q3 2025, adding 100,399 shares worth $20.25 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 100,399 shares of Electronic Arts Inc. (EA), valued at approximately $20.25 M.
As of the Q3 2025 filing, Electronic Arts Inc. (EA) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Electronic Arts Inc. (EA) was 100,813 shares, as reported at the end of Q3 2022.