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Joel Greenblatt

Gotham Asset Management, LLC

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC), Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including "The Little Book that Beats the Market." He is also an Adjunct Professor with Columbia Business School.

Shares Held
Asset Size
% Top 10
2539
$33.24B
27.16%
Latest2025Q3
Top BuysCOTY (US)
Top SellsFLO (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
23.12B
19.58B
+18.05%
Shares Held
1470
1486
-1.08%
Buys
897
928
-3.34%
Sells
523
504
+3.77%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
2.19%
+1.31M
$728.53M
$594.80M
2.34M
2026-03-31
2.17%
+1.18M
$720.77M
$591.26M
3.39M
2026-03-31
0.64%
+17.52K
$211.51M
$156.42M
543.97K
2026-03-31
0.49%
-203.62K
$164.50M
$126.03M
605.11K
2026-03-31
0.45%
+1.29K
$149.53M
$128.68M
853.19K
2026-03-31
0.34%
+19.88K
$112.97M
$101.34M
273.75K
2026-03-31
0.32%
+11.62K
$106.86M
$78.40M
253.31K
2026-03-31
0.30%
-138.99K
$99.48M
$50.71M
187.49K
2026-03-31
0.29%
+29.52K
$97.78M
$113.32M
2.67M
2026-03-31
0.28%
+1.04M
$93.04M
$50.22M
1.81M
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+3.95M
+84.00%
4.71M
$10.12M
2026-03-31
Sell
-3.55M
-46.70%
498.08K
$3.89M
2026-03-31
CCC Intelligent Solutions Holdings Ord Shs ()
CCC
Buy
+3.04M
+46.00%
6.61M
$30.72M
2026-03-31
Buy
+2.29M
+183.10%
1.25M
$5.19M
2026-03-31
Buy
+1.94M
+72.10%
2.69M
$31.72M
2026-03-31
Buy
+1.60M
+69.60%
2.30M
$46.37M
2026-03-31
Sell
-1.40M
-41.60%
562.03K
$7.52M
2026-03-31
Buy
+1.34M
+48.50%
2.77M
$9.00M
2026-03-31
Buy
+1.31M
+55.90%
2.34M
$728.53M
2026-03-31
Sell
-1.30M
-48.10%
101.21K
$1.51M
2026-03-31

Holding Performance

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