Jeremy Grantham's GPN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5,264 shares of Global Payments Inc. (GPN) worth $407,434, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in GPN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 682,199 shares. Largest reduction occurred in Q4 2022, reducing 1.18 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Global Payments (GPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Payments (GPN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,264 | New Buy | 5,264 | $77.40 |
| Q1 2023 | -18,070 | Sold Out | 0 | $0.00 |
| Q4 2022 | -1.18 M | Reduce 98.50% | 18,070 | $99.32 |
| Q3 2022 | +2,802 | Add 0.23% | 1.2 M | $108.05 |
| Q2 2022 | +50,433 | Add 4.39% | 1.2 M | $110.64 |
| Q1 2022 | -18,473 | Reduce 1.58% | 1.15 M | $136.84 |
| Q4 2021 | +326,132 | Add 38.82% | 1.17 M | $135.18 |
| Q3 2021 | +164,039 | Add 24.27% | 840,008 | $157.58 |
| Q2 2021 | -6,230 | Reduce 0.91% | 675,969 | $187.54 |
| Q1 2021 | +682,199 | New Buy | 682,199 | $201.58 |
| Q4 2014 | -13,600 | Sold Out | 0 | $0.00 |
| Q3 2014 | -172,030 | Reduce 92.67% | 13,600 | $34.93 |
| Q2 2014 | -111,800 | Reduce 37.59% | 185,630 | $36.43 |
| Q1 2014 | +248,246 | Add 504.73% | 297,430 | $35.55 |
| Q4 2013 | -11,558 | Reduce 19.03% | 49,184 | $32.49 |
| Q3 2013 | -28,208 | Reduce 31.71% | 60,742 | $25.53 |
| Q2 2013 | +88,950 | Add 0.00% | 88,950 | $23.16 |
Jeremy Grantham's Global Payments Investment FAQs
Jeremy Grantham first purchased Global Payments Inc. (GPN) in Q2 2013, acquiring 88,950 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 Global Payments Inc. (GPN) for 17 quarters since Q2 2013.
Jeremy Grantham's largest addition to Global Payments Inc. (GPN) was in Q1 2021, adding 682,199 shares worth $137.52 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,264 shares of Global Payments Inc. (GPN), valued at approximately $407,434.
As of the Q4 2025 filing, Global Payments Inc. (GPN) 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 Global Payments Inc. (GPN) was 1,200,902 shares, as reported at the end of Q3 2022.