Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.6% · Avg return: +22% · Median return: 0%

⚠ 23 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
INDV - Indivior Pharmaceuticals, Inc.	Q4 2024	$12.43	Q4 2024	$12.43	+0.00%	Closed	History

INFN - Infinera Corp	Q2 2024	$6.09	Q2 2024	$6.09	+0.00%	Closed	History

INFN - Infinera Corp	Q4 2024	$6.57	Q4 2024	$6.57	+0.00%	Closed	History

INFO - Ihs Markit Ltd	Q2 2018	$51.60	Q2 2018	$51.60	+0.00%	Closed	History

INGN - Inogen Inc	Q4 2017	$119.07	Q4 2017	$119.07	+0.00%	Closed	History

INGR - Ingredion Inc.	Q1 2022	$87.13	Q1 2022	$87.13	+0.00%	Closed	History

INO - Inovio Pharmaceuticals Inc	Q4 2015	$80.52	Q4 2015	$80.52	+0.00%	Closed	History

INO - Inovio Pharmaceuticals Inc	Q4 2022	$18.72	Q4 2022	$18.72	+0.00%	Closed	History

INOV - Inovalon Hldgs Inc	Q1 2015	$30.22	Q1 2015	$30.22	+0.00%	Closed	History

INOV - Inovalon Hldgs Inc	Q1 2016	$18.52	Q1 2016	$18.52	+0.00%	Closed	History

INOV - Inovalon Hldgs Inc	Q4 2016	$10.30	Q4 2016	$10.30	+0.00%	Closed	History

INSG - Inseego Corp.	Q4 2020	$154.80	Q4 2020	$154.80	+0.00%	Closed	History

INSP - Inspire Medical Systems, Inc.	Q4 2020	$187.68	Q4 2020	$187.68	+0.00%	Closed	History

INSP - Inspire Medical Systems, Inc.	Q3 2021	$232.96	Q3 2021	$232.96	+0.00%	Closed	History

INSP - Inspire Medical Systems, Inc.	Q1 2022	$256.68	Q1 2022	$256.68	+0.00%	Closed	History

INTU - Intuit Inc.	Q2 2011	$51.88	Q2 2011	$51.88	+0.00%	Closed	History

INTU - Intuit Inc.	Q1 2012	$60.11	Q1 2012	$60.11	+0.00%	Closed	History

INVH - Invitation Homes Inc.	Q2 2020	$27.55	Q2 2020	$27.55	+0.00%	Closed	History

INVH - Invitation Homes Inc.	Q3 2022	$33.80	Q3 2022	$33.80	+0.00%	Closed	History

INVN - Invensense Inc	Q1 2014	$23.65	Q1 2014	$23.65	+0.00%	Closed	History

INWK - Innerworkings Inc	Q2 2017	$11.61	Q2 2017	$11.61	+0.00%	Closed	History

IONQ - IonQ, Inc.	Q4 2024	$41.77	Q4 2024	$41.77	+0.00%	Closed	History

IONQ - IonQ, Inc.	Q3 2025	$61.50	Q3 2025	$61.50	+0.00%	Closed	History

IOSP - Innospec Inc.	Q1 2022	$92.47	Q1 2022	$92.47	+0.00%	Closed	History

IOT - Samsara Inc.	Q2 2022	$11.19	Q2 2022	$11.19	+0.00%	Closed	History

IOVA - Iovance Biotherapeutics Inc	Q1 2022	$16.67	Q1 2022	$16.67	+0.00%	Closed	History

IOVA - Iovance Biotherapeutics Inc	Q3 2024	$9.39	Q3 2024	$9.39	+0.00%	Closed	History

IPAR - Interparfums, Inc.	Q1 2020	$46.32	Q1 2020	$46.32	+0.00%	Closed	History

IPAR - Interparfums, Inc.	Q2 2021	$71.99	Q2 2021	$71.99	+0.00%	Closed	History

IPAR - Interparfums, Inc.	Q1 2023	$142.24	Q1 2023	$142.24	+0.00%	Closed	History

IPCM - Ipc The Hospitalist Co Inc	Q1 2011	$45.34	Q1 2011	$45.34	+0.00%	Closed	History

IPG - Interpublic Group Cos Inc	Q1 2011	$12.58	Q1 2011	$12.58	+0.00%	Closed	History

IPGP - IPG Photonics Corp.	Q1 2017	$120.62	Q1 2017	$120.62	+0.00%	Closed	History

IPGP - IPG Photonics Corp.	Q2 2020	$160.28	Q2 2020	$160.28	+0.00%	Closed	History

IPHI - Inphi Corp	Q4 2016	$44.61	Q4 2016	$44.61	+0.00%	Closed	History

IQIN - New York Life Investments Et	Q3 2024	$35.09	Q3 2024	$35.09	+0.00%	Closed	History

IQV - IQVIA Holdings Inc.	Q1 2021	$193.20	Q1 2021	$193.20	+0.00%	Closed	History

IQV - IQVIA Holdings Inc.	Q3 2021	$239.75	Q3 2021	$239.75	+0.00%	Closed	History

IQV - IQVIA Holdings Inc.	Q1 2022	$231.30	Q1 2022	$231.30	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q1 2011	$32.88	Q1 2011	$32.88	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q1 2014	$41.03	Q1 2014	$41.03	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q4 2014	$34.71	Q4 2014	$34.71	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q2 2015	$31.89	Q2 2015	$31.89	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q2 2016	$35.08	Q2 2016	$35.08	+0.00%	Closed	History

IRBTQ - Irobot Corp	Q3 2023	$37.90	Q3 2023	$37.90	+0.00%	Closed	History

IREUR - Ingersoll-Rand Plc	Q4 2013	$61.60	Q4 2013	$61.60	+0.00%	Closed	History

IREUR - Ingersoll-Rand Plc	Q3 2014	$56.36	Q3 2014	$56.36	+0.00%	Closed	History

IREUR - Ingersoll-Rand Plc	Q1 2015	$68.07	Q1 2015	$68.07	+0.00%	Closed	History

IRM - Iron Mountain Inc.	Q2 2019	$31.32	Q2 2019	$31.32	+0.00%	Closed	History

IRM - Iron Mountain Inc.	Q4 2019	$31.85	Q4 2019	$31.85	+0.00%	Closed	History

IRM* - Iron Mtn Inc	Q2 2013	$26.59	Q2 2013	$26.59	+0.00%	Closed	History

IRT - Independence Rlty Tr Inc	Q1 2022	$26.48	Q1 2022	$26.48	+0.00%	Closed	History

IRTC - Irhythm Technologies Inc	Q1 2023	$124.03	Q1 2023	$124.03	+0.00%	Closed	History

IRWD - Ironwood Pharmaceuticals, Inc.	Q2 2014	$12.84	Q2 2014	$12.84	+0.00%	Closed	History

ISBC - Investors Bancorp Inc New	Q3 2016	$11.99	Q3 2016	$11.99	+0.00%	Closed	History

ISBC - Investors Bancorp Inc New	Q4 2017	$13.91	Q4 2017	$13.91	+0.00%	Closed	History

ISCA - International Speedway Corp	Q1 2016	$36.98	Q1 2016	$36.98	+0.00%	Closed	History

ISIL - Intersil Corp	Q1 2016	$13.40	Q1 2016	$13.40	+0.00%	Closed	History

ISLE - Isle Of Capri Casinos Inc	Q1 2012	$7.06	Q1 2012	$7.06	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2012	$55.08	Q3 2012	$55.08	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2015	$51.06	Q3 2015	$51.06	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q2 2016	$73.49	Q2 2016	$73.49	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2016	$70.46	Q4 2016	$70.46	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2017	$121.66	Q4 2017	$121.66	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2019	$197.20	Q4 2019	$197.20	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2020	$236.52	Q3 2020	$236.52	+0.00%	Closed	History

IT - Gartner, Inc.	Q2 2014	$70.48	Q2 2014	$70.48	+0.00%	Closed	History

ITCI - Intra Cellular Therapies Inc	Q4 2016	$15.11	Q4 2016	$15.11	+0.00%	Closed	History

ITGR - Integer Holdings Corp.	Q4 2023	$99.08	Q4 2023	$99.08	+0.00%	Closed	History

ITMN - Intermune Inc	Q2 2014	$44.09	Q2 2014	$44.09	+0.00%	Closed	History

ITRI - Itron, Inc.	Q1 2011	$56.46	Q1 2011	$56.46	+0.00%	Closed	History

ITRI - Itron, Inc.	Q1 2016	$41.72	Q1 2016	$41.72	+0.00%	Closed	History

ITRI - Itron, Inc.	Q1 2018	$71.56	Q1 2018	$71.56	+0.00%	Closed	History

ITTA - Itt Corp New	Q1 2014	$42.77	Q1 2014	$42.77	+0.00%	Closed	History

ITTA - Itt Corp New	Q4 2015	$36.32	Q4 2015	$36.32	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2012	$16.58	Q1 2012	$16.58	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2013	$13.05	Q1 2013	$13.05	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2016	$13.16	Q1 2016	$13.16	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2018	$17.40	Q1 2018	$17.40	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2019	$8.37	Q1 2019	$8.37	+0.00%	Closed	History

IVCRQ - Invacare Corp	Q1 2020	$7.47	Q1 2020	$7.47	+0.00%	Closed	History

IVVD - Invivyd, Inc.	Q4 2025	$2.47	Q4 2025	$2.47	+0.00%	Closed	History

IVZ - Invesco Ltd.	Q1 2013	$28.97	Q1 2013	$28.97	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q1 2011	$68.69	Q1 2011	$68.69	+0.00%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q2 2014	$2.87	Q2 2014	$2.87	+0.00%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q3 2016	$4.06	Q3 2016	$4.06	+0.00%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q2 2017	$5.94	Q2 2017	$5.94	+0.00%	Closed	History

JAH - Jarden Corp	Q1 2014	$59.81	Q1 2014	$59.81	+0.00%	Closed	History

JAH - Jarden Corp	Q1 2015	$52.90	Q1 2015	$52.90	+0.00%	Closed	History

JAKK - Jakks Pac Inc	Q1 2011	$193.40	Q1 2011	$193.40	+0.00%	Closed	History

JAKK - Jakks Pac Inc	Q4 2011	$141.00	Q4 2011	$141.00	+0.00%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q1 2014	$138.73	Q1 2014	$138.73	+0.00%	Closed	History

JBL - Jabil Inc.	Q3 2012	$18.72	Q3 2012	$18.72	+0.00%	Closed	History

JBL - Jabil Inc.	Q1 2015	$23.38	Q1 2015	$23.38	+0.00%	Closed	History

JBL - Jabil Inc.	Q4 2016	$23.68	Q4 2016	$23.68	+0.00%	Closed	History

JBTM - JBT Marel Corp.	Q4 2011	$15.37	Q4 2011	$15.37	+0.00%	Closed	History

JBTM - JBT Marel Corp.	Q1 2018	$113.32	Q1 2018	$113.32	+0.00%	Closed	History

JBTM - JBT Marel Corp.	Q1 2025	$122.20	Q1 2025	$122.20	+0.00%	Closed	History

JBTM - JBT Marel Corp.	Q4 2025	$150.67	Q4 2025	$150.67	+0.00%	Closed	History

JCG - J Crew Group Inc	Q4 2010	$43.17	Q4 2010	$43.17	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.