Jeremy Grantham's PYPL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 608,718 shares of PayPal Holdings, Inc. (PYPL) worth $35.54 M, representing 0.09% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in PYPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 229,322 shares. Largest reduction occurred in Q4 2015, reducing 2.34 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +62,330 | Add 11.41% | 608,718 | $58.38 |
| Q3 2025 | +13,890 | Add 2.61% | 546,388 | $67.06 |
| Q2 2025 | -175,574 | Reduce 24.80% | 532,498 | $74.32 |
| Q1 2025 | +128,882 | Add 22.25% | 708,072 | $65.25 |
| Q4 2024 | -71,767 | Reduce 11.02% | 579,190 | $85.35 |
| Q3 2024 | -173,589 | Reduce 21.05% | 650,957 | $78.03 |
| Q2 2024 | -19,587 | Reduce 2.32% | 824,546 | $58.03 |
| Q1 2024 | +46,815 | Add 5.87% | 844,133 | $66.99 |
| Q4 2023 | +229,322 | Add 40.37% | 797,318 | $61.41 |
| Q3 2023 | +68,227 | Add 13.65% | 567,996 | $58.46 |
| Q2 2023 | +24,369 | Add 5.13% | 499,769 | $66.73 |
| Q1 2023 | +87,500 | Add 22.56% | 475,400 | $75.94 |
| Q4 2022 | +41,900 | Add 12.11% | 387,900 | $71.22 |
| Q3 2022 | -12,200 | Reduce 3.41% | 346,000 | $86.07 |
| Q2 2022 | +134,200 | Add 59.91% | 358,200 | $69.84 |
| Q1 2022 | +224,000 | New Buy | 224,000 | $115.65 |
| Q3 2021 | -10,800 | Sold Out | 0 | $0.00 |
| Q2 2021 | -2,900 | Reduce 21.17% | 10,800 | $291.48 |
| Q1 2021 | +13,700 | New Buy | 13,700 | $242.85 |
| Q1 2018 | -180,178 | Sold Out | 0 | $0.00 |
| Q4 2017 | +180,178 | New Buy | 180,178 | $73.62 |
| Q1 2016 | -900,805 | Sold Out | 0 | $0.00 |
| Q4 2015 | -2.34 M | Reduce 72.19% | 900,805 | $36.20 |
| Q3 2015 | +3.24 M | New Buy | 3.24 M | $31.04 |
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 24 quarters since Q3 2015.
Jeremy Grantham's largest addition to PayPal Holdings, Inc. (PYPL) was in Q3 2015, adding 3,239,045 shares worth $100.54 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 608,718 shares of PayPal Holdings, Inc. (PYPL), valued at approximately $35.54 M.
As of the Q4 2025 filing, PayPal Holdings, Inc. (PYPL) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in PayPal Holdings, Inc. (PYPL) was 3,239,045 shares, as reported at the end of Q3 2015.