Jeremy Grantham's HPE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.37 M shares of Hewlett Packard Enterprise Company (HPE) worth $33.77 M, representing 0.10% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HPE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 712,814 shares. Largest reduction occurred in Q2 2025, reducing 795,926 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Hewlett Packard Enterprise Company (HPE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hewlett Packard Enterprise Company (HPE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +17,195 | New Buy | 17,195 | $15.18 |
| Q1 2016 | -4,300 | Reduce 25.01% | 12,895 | $17.76 |
| Q3 2016 | -3,595 | Reduce 27.88% | 9,300 | $22.80 |
| Q1 2017 | -9,300 | Sold Out | 9,300 | $0.00 |
| Q2 2018 | +722,114 | New Buy | 722,114 | $14.61 |
| Q3 2018 | +75,000 | Add 10.39% | 797,114 | $16.31 |
| Q4 2018 | +113,600 | Add 14.25% | 910,714 | $13.21 |
| Q1 2019 | -236,600 | Reduce 25.98% | 674,114 | $15.43 |
| Q2 2019 | -17,600 | Reduce 2.61% | 656,514 | $14.95 |
| Q3 2019 | -31,900 | Reduce 4.86% | 624,614 | $15.17 |
| Q4 2019 | -213,779 | Reduce 34.23% | 410,835 | $15.86 |
| Q1 2020 | -127,200 | Reduce 30.96% | 283,635 | $9.71 |
| Q2 2020 | -64,300 | Reduce 22.67% | 219,335 | $9.73 |
| Q3 2020 | -22,300 | Reduce 10.17% | 197,035 | $9.37 |
| Q4 2020 | -7,300 | Reduce 3.70% | 189,735 | $11.85 |
| Q1 2021 | +248,057 | Add 130.74% | 437,792 | $15.74 |
| Q2 2021 | -395,060 | Reduce 90.24% | 42,732 | $14.58 |
| Q3 2021 | -42,732 | Sold Out | 42,732 | $0.00 |
| Q2 2022 | +628,783 | New Buy | 628,783 | $13.26 |
| Q3 2022 | -14,800 | Reduce 2.35% | 613,983 | $11.98 |
| Q4 2022 | +444,166 | Add 72.34% | 1.06 M | $15.96 |
| Q1 2023 | +60,900 | Add 5.76% | 1.12 M | $15.93 |
| Q2 2023 | +301,475 | Add 26.94% | 1.42 M | $16.80 |
| Q3 2023 | +280,053 | Add 19.71% | 1.7 M | $17.37 |
| Q4 2023 | +250,514 | Add 14.73% | 1.95 M | $16.98 |
| Q1 2024 | +550,981 | Add 28.24% | 2.5 M | $17.73 |
| Q2 2024 | -160,923 | Reduce 6.43% | 2.34 M | $21.17 |
| Q3 2024 | +88,083 | Add 3.76% | 2.43 M | $20.46 |
| Q4 2024 | -248,833 | Reduce 10.24% | 2.18 M | $21.35 |
| Q1 2025 | +156,000 | Add 7.15% | 2.34 M | $15.43 |
| Q2 2025 | -795,926 | Reduce 34.07% | 1.54 M | $20.45 |
| Q3 2025 | -165,548 | Reduce 10.75% | 1.37 M | $24.56 |
Jeremy Grantham's Hewlett Packard Enterprise Company Investment FAQs
Jeremy Grantham first purchased Hewlett Packard Enterprise Company (HPE) in Q4 2015, acquiring 17,195 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 Hewlett Packard Enterprise Company (HPE) for 40 quarters since Q4 2015.
Jeremy Grantham's largest addition to Hewlett Packard Enterprise Company (HPE) was in Q2 2018, adding 722,114 shares worth $10.55 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,374,925 shares of Hewlett Packard Enterprise Company (HPE), valued at approximately $33.77 M.
As of the Q3 2025 filing, Hewlett Packard Enterprise Company (HPE) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Hewlett Packard Enterprise Company (HPE) was 2,502,072 shares, as reported at the end of Q1 2024.