Jeremy Grantham's XPEL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 197,875 shares of XPEL, Inc. (XPEL) worth $8.76 M, representing 0.02% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in XPEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 116,185 shares. Largest reduction occurred in Q4 2025, reducing 135,238 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's XPEL (XPEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly XPEL (XPEL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,277 | Add 1.16% | 197,875 | $44.26 |
| Q4 2025 | -135,238 | Reduce 40.88% | 195,598 | $49.91 |
| Q3 2025 | +3,089 | Add 0.94% | 330,836 | $33.07 |
| Q2 2025 | +16,008 | Add 5.14% | 327,747 | $35.90 |
| Q1 2025 | +69,155 | Add 28.51% | 311,739 | $29.38 |
| Q4 2024 | +11,463 | Add 4.96% | 242,584 | $39.94 |
| Q3 2024 | +23,771 | Add 11.46% | 231,121 | $43.37 |
| Q2 2024 | +35,075 | Add 20.36% | 207,350 | $35.56 |
| Q1 2024 | +116,185 | Add 207.14% | 172,275 | $54.02 |
| Q4 2023 | +15,083 | Add 36.78% | 56,090 | $53.85 |
| Q3 2023 | +41,007 | New Buy | 41,007 | $77.11 |
Jeremy Grantham's XPEL Investment FAQs
Jeremy Grantham first purchased XPEL, Inc. (XPEL) in Q3 2023, acquiring 41,007 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 XPEL, Inc. (XPEL) for 11 quarters since Q3 2023.
Jeremy Grantham's largest addition to XPEL, Inc. (XPEL) was in Q1 2024, adding 172,275 shares worth $9.31 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 197,875 shares of XPEL, Inc. (XPEL), valued at approximately $8.76 M.
As of the Q1 2026 filing, XPEL, Inc. (XPEL) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in XPEL, Inc. (XPEL) was 330,836 shares, as reported at the end of Q3 2025.