Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Exelixis, Inc. (EXEL)
← All EXEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 919,870 0.12 Add 26.98% 0.03 $39.71–46.31 · VW $42.72i $39,453,224 SEC
2025   Q4 724,434 0.12 Reduce 13.14% 0.02 $33.76–47.24 · VW $41.06i $31,751,942 SEC
2025   Q3 834,018 0.15 Reduce 1.43% <0.01 $35.88–48.74 · VW $39.31i $34,444,943 SEC
2025   Q2 846,114 0.22 Add 51.27% 0.08 $32.38–49.62 · VW $41.71i $37,292,475 SEC
2025   Q1 559,324 0.17 Add 30.73% 0.04 $31.90–40.02 · VW $36.12i $20,650,242 SEC
2024   Q4 427,855 0.14 Add 41.92% 0.04 $25.17–36.97 · VW $33.31i $14,247,572 SEC
2024   Q3 301,480 0.08 Add 19.07% 0.01 $21.82–27.83 · VW $25.17i $7,823,406 SEC
2024   Q2 253,204 0.07 Add 23.98% 0.01 $20.14–23.96 · VW $22.22i $5,689,494 SEC
2024   Q1 204,232 0.07 Add 30.59% 0.02 $19.20–24.34 · VW $22.15i $4,846,425 SEC
2023   Q4 156,395 0.07 Add 5.45% <0.01 $18.64–24.23 · VW $21.48i $3,751,916 SEC
2023   Q3 148,307 0.07 Add 30.28% 0.02 $18.95–22.80 · VW $21.14i $3,240,508 SEC
2023   Q2 113,841 0.05 Reduce 9.57% <0.01 $18.08–20.56 · VW $19.16i $2,175,502 SEC
2023   Q1 125,893 0.06 Reduce 48.71% 0.05 $16.03–19.49 · VW $17.75i $2,443,583 SEC
2022   Q4 245,455 0.11 Add 182.53% 0.07 $14.87–17.67 · VW $16.39i $3,937,098 SEC
2022   Q3 86,876 0.04 Add 11.20% <0.01 $15.65–22.47 · VW $18.95i $1,362,000 SEC
2022   Q2 78,129 0.05 Add 211.95% 0.04 $16.37–23.40 · VW $20.25i $1,627,000 SEC
2022   Q1 25,045 0.02 Add 18.01% <0.01 $16.86–22.87 · VW $19.88i $568,000 SEC
2021   Q4 21,222 0.01 Reduce 30.71% <0.01 $15.50–22.10 · VW $18.95i $388,000 SEC
2021   Q3 30,629 0.03 Buy 0.03 $16.19–21.43 · VW $18.66i $647,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.03 $18.18–25.12 · VW $20.54i SEC
2020   Q3 33,666 0.03 Reduce 9.26% <0.01 $19.84–27.35 · VW $23.48i $823,000 SEC
2020   Q2 37,102 0.03 Reduce 24.29% <0.01 $15.95–27.80 · VW $23.68i $881,000 SEC
2020   Q1 49,007 0.02 Reduce 53.72% 0.02 $13.67–22.06 · VW $18.08i $844,000 SEC
2019   Q4 105,901 0.03 Reduce 81.38% 0.15 $15.02–19.03 · VW $16.70i $1,866,000 SEC
2019   Q3 568,830 0.18 Add 227.81% 0.12 $17.37–23.00 · VW $20.15i $10,060,000 SEC
2019   Q2 173,522 0.06 Add 9.74% <0.01 $18.80–25.20 · VW $20.66i $3,708,000 SEC
2019   Q1 158,124 0.06 Add 26.44% 0.01 $19.13–25.31 · VW $22.71i $3,763,000 SEC
2018   Q4 125,062 0.04 Add 137.72% 0.02 $13.42–22.37 · VW $17.75i $2,460,000 SEC
2018   Q3 52,608 0.01 Reduce 62.97% 0.03 $15.81–23.19 · VW $19.45i $932,000 SEC
2018   Q2 142,058 0.04 Reduce 40.89% 0.03 $18.50–23.76 · VW $20.92i $3,057,000 SEC
2018   Q1 240,326 0.08 Reduce 44.66% 0.09 $21.69–32.20 · VW $26.73i $5,323,000 SEC
2017   Q4 434,309 0.19 Reduce 49.91% 0.16 $23.85–32.50 · VW $27.33i $13,203,000 SEC
2017   Q3 867,089 0.31 Reduce 19.19% 0.07 $23.18–29.50 · VW $26.66i $21,010,000 SEC
2017   Q2 1,072,961 0.38 Add 16.09% 0.05 $18.03–25.22 · VW $21.70i $26,427,000 SEC
2017   Q1 924,289 0.26 Add 118.79% 0.14 $14.22–23.49 · VW $19.97i $20,029,000 SEC
2016   Q4 422,461 0.08 Add 224.82% 0.06 $10.04–18.29 · VW $14.12i $6,299,000 SEC
2016   Q3 130,059 0.02 Add 498.39% 0.02 $7.81–15.58 · VW $11.11i $1,663,000 SEC
2016   Q2 21,735 <0.01 Buy <0.01 $3.90–7.90 · VW $6.18i $170,000 SEC
Price snapshot:
Current price$56.04
Avg. buy price$35.31
+/- since buy58.72%
52-week low$33.76
52-week high$57.57