Jeremy Grantham's PYPL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 546.4K shares of PayPal Holdings, Inc. (PYPL) worth $36.64 M, representing 0.10% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in PYPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 229.3K shares. Largest reduction occurred in Q4 2015, reducing 2.3M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's PayPal Holdings (PYPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly PayPal Holdings (PYPL) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +3.24 M | New Buy | 3.24 M | $31.04 |
| Q4 2015 | -2.34 M | Reduce 72.19% | 900,805 | $36.20 |
| Q1 2016 | -900,805 | Sold Out | 900,805 | $0.00 |
| Q4 2017 | +180,178 | New Buy | 180,178 | $73.62 |
| Q1 2018 | -180,178 | Sold Out | 180,178 | $0.00 |
| Q1 2021 | +13,700 | New Buy | 13,700 | $242.85 |
| Q2 2021 | -2,900 | Reduce 21.17% | 10,800 | $291.48 |
| Q3 2021 | -10,800 | Sold Out | 10,800 | $0.00 |
| Q1 2022 | +224,000 | New Buy | 224,000 | $115.65 |
| Q2 2022 | +134,200 | Add 59.91% | 358,200 | $69.84 |
| Q3 2022 | -12,200 | Reduce 3.41% | 346,000 | $86.07 |
| Q4 2022 | +41,900 | Add 12.11% | 387,900 | $71.22 |
| Q1 2023 | +87,500 | Add 22.56% | 475,400 | $75.94 |
| Q2 2023 | +24,369 | Add 5.13% | 499,769 | $66.73 |
| Q3 2023 | +68,227 | Add 13.65% | 567,996 | $58.46 |
| Q4 2023 | +229,322 | Add 40.37% | 797,318 | $61.41 |
| Q1 2024 | +46,815 | Add 5.87% | 844,133 | $66.99 |
| Q2 2024 | -19,587 | Reduce 2.32% | 824,546 | $58.03 |
| Q3 2024 | -173,589 | Reduce 21.05% | 650,957 | $78.03 |
| Q4 2024 | -71,767 | Reduce 11.02% | 579,190 | $85.35 |
| Q1 2025 | +128,882 | Add 22.25% | 708,072 | $65.25 |
| Q2 2025 | -175,574 | Reduce 24.80% | 532,498 | $74.32 |
| Q3 2025 | +13,890 | Add 2.61% | 546,388 | $67.06 |
Jeremy Grantham's PayPal Holdings Investment FAQs
Jeremy Grantham first purchased PayPal Holdings, Inc. (PYPL) in Q3 2015, acquiring 3,239,045 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 PayPal Holdings, Inc. (PYPL) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to PayPal Holdings, Inc. (PYPL) was in Q3 2015, adding 3,239,045 shares worth $100.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 546,388 shares of PayPal Holdings, Inc. (PYPL), valued at approximately $36.64 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PayPal Holdings, Inc. (PYPL) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in PayPal Holdings, Inc. (PYPL) was 3,239,045 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.