Jeremy Grantham's ENVA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 42,318 shares of Enova International, Inc. (ENVA) worth $5.75 M, representing 0.01% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ENVA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 485,614 shares. Largest reduction occurred in Q4 2020, reducing 304,378 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Enova International (ENVA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Enova International (ENVA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -5,306 | Reduce 11.14% | 42,318 | $135.83 |
| Q4 2025 | -1,015 | Reduce 2.09% | 47,624 | $157.20 |
| Q3 2025 | -8,471 | Reduce 14.83% | 48,639 | $115.09 |
| Q2 2025 | -3,021 | Reduce 5.02% | 57,110 | $111.52 |
| Q1 2025 | +37,884 | Add 170.29% | 60,131 | $96.56 |
| Q4 2024 | -500 | Reduce 2.20% | 22,247 | $95.88 |
| Q2 2024 | -7,798 | Reduce 25.53% | 22,747 | $62.25 |
| Q1 2024 | -10,251 | Reduce 25.13% | 30,545 | $62.83 |
| Q4 2023 | -13,209 | Reduce 24.46% | 40,796 | $55.36 |
| Q3 2023 | -47,825 | Reduce 46.97% | 54,005 | $50.87 |
| Q2 2023 | +1,691 | Add 1.69% | 101,830 | $53.12 |
| Q1 2023 | -20,000 | Reduce 16.65% | 100,139 | $44.43 |
| Q4 2022 | -54,300 | Reduce 31.13% | 120,139 | $38.37 |
| Q3 2022 | -167,282 | Reduce 48.95% | 174,439 | $29.27 |
| Q2 2022 | +7,300 | Add 2.18% | 341,721 | $28.82 |
| Q1 2022 | +10,200 | Add 3.15% | 334,421 | $37.97 |
| Q4 2021 | -41,323 | Reduce 11.30% | 324,221 | $40.96 |
| Q2 2021 | -14,959 | Reduce 3.93% | 365,544 | $34.21 |
| Q1 2021 | +19,268 | Add 5.33% | 380,503 | $35.48 |
| Q4 2020 | -304,378 | Reduce 45.73% | 361,235 | $24.77 |
| Q3 2020 | -49,230 | Reduce 6.89% | 665,613 | $16.39 |
| Q2 2020 | -96,572 | Reduce 11.90% | 714,843 | $14.87 |
| Q1 2020 | -63,367 | Reduce 7.24% | 811,415 | $14.49 |
| Q4 2019 | +143,700 | Add 19.66% | 874,782 | $24.06 |
| Q3 2019 | +196,638 | Add 36.79% | 731,082 | $20.75 |
| Q2 2019 | -32,700 | Reduce 5.77% | 534,444 | $23.05 |
| Q1 2019 | +485,614 | Add 595.63% | 567,144 | $22.82 |
| Q4 2018 | +4,600 | Add 5.98% | 81,530 | $19.47 |
| Q3 2018 | -200 | Reduce 0.26% | 76,930 | $28.81 |
| Q2 2018 | -3,970 | Reduce 4.90% | 77,130 | $36.55 |
| Q1 2018 | +23,400 | Add 40.55% | 81,100 | $22.05 |
| Q4 2017 | +6,500 | Add 12.70% | 57,700 | $15.20 |
| Q3 2017 | -34,000 | Reduce 39.91% | 51,200 | $13.46 |
| Q2 2017 | +85,200 | New Buy | 85,200 | $14.85 |
Jeremy Grantham's Enova International Investment FAQs
Jeremy Grantham first purchased Enova International, Inc. (ENVA) in Q2 2017, acquiring 85,200 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 Enova International, Inc. (ENVA) for 36 quarters since Q2 2017.
Jeremy Grantham's largest addition to Enova International, Inc. (ENVA) was in Q1 2019, adding 567,144 shares worth $12.94 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 42,318 shares of Enova International, Inc. (ENVA), valued at approximately $5.75 M.
As of the Q1 2026 filing, Enova International, Inc. (ENVA) 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 Enova International, Inc. (ENVA) was 874,782 shares, as reported at the end of Q4 2019.