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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
2334
$16.85B
26.79%
Latest2025Q2
Top BuysVTRS (US)
Top SellsVRME (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
16.85B
11.99B
+40.56%
Shares Held
2334
2178
+7.16%
Buys
961
811
+18.50%
Sells
449
460
-2.39%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
15.97%
+1.06M
$2.69B
$2.69B
4.36M
2025-06-30
3.19%
0.00
$538.44M
$538.44M
15.87M
2025-06-30
2.13%
+140.82K
$358.88M
$358.88M
2.27M
2025-06-30
1.08%
+95.49K
$182.65M
$182.65M
890.23K
2025-06-30
1.00%
-556.00
$169.08M
$169.08M
272.31K
2025-06-30
0.94%
-3.68K
$157.62M
$157.62M
718.44K
2025-06-30
0.75%
+238.00
$127.09M
$127.09M
567.93K
2025-06-30
0.74%
+12.24K
$124.93M
$124.93M
251.16K
2025-06-30
0.50%
0.00
$83.76M
$83.76M
3.48M
2025-06-30
0.48%
+35.29K
$81.13M
$81.13M
460.35K
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Sell
-16.45K
-50.80%
15.90K
$340.04K
2025-09-30
Buy
+10.26K
+47.10%
11.52K
$185.24K
2025-09-30
New
+9.32K
+50.00%
9.32K
$1.34M
2025-09-30
Buy
+7.86K
+20.20%
30.95K
$594.57K
2025-09-30
Buy
+5.88K
+22.50%
20.20K
$483.91K
2025-09-30
6
Array Digital Infrastructure Ord Shs (US)
AD
Buy
+3.62K
+22.50%
12.40K
$619.92K
2025-09-30
Buy
+2.73K
+40.90%
3.93K
$144.42K
2025-09-30
Buy
+1.51K
+11.20%
11.90K
$439.91K
2025-09-30
Buy
+1.23K
+38.70%
1.95K
$116.35K
2025-09-30
Buy
+936.00
+9.60%
8.72K
$178.73K
2025-09-30

Holding Performance

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