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  Hms Hldgs Corp (HMSY)
← All HMSY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% <0.01 SEC
2020   Q4 5,641 <0.01 Reduce 62.69% <0.01 $36.70 $207,000 SEC
2020   Q3 15,121 0.01 Add 54.60% <0.01 $23.94 $362,000 SEC
2020   Q2 9,781 <0.01 Reduce 91.62% 0.08 $32.41 $317,000 SEC
2020   Q1 116,742 0.08 Reduce 43.88% 0.05 $25.27 $2,950,000 SEC
2019   Q4 208,034 0.11 Reduce 27.68% 0.05 $29.60 $6,158,000 SEC
2019   Q3 287,665 0.18 Reduce 9.57% 0.02 $34.46 $9,914,000 SEC
2019   Q2 318,113 0.17 Reduce 1.54% <0.01 $32.39 $10,304,000 SEC
2019   Q1 323,079 0.14 Add 67.11% 0.06 $29.61 $9,566,000 SEC
2018   Q4 193,337 0.09 Add 124.29% 0.05 $28.13 $5,439,000 SEC
2018   Q3 86,201 0.04 Add 229.21% 0.03 $32.81 $2,828,000 SEC
2018   Q2 26,184 <0.01 Add 18.70% <0.01 $21.62 $566,000 SEC
2018   Q1 22,059 <0.01 Buy <0.01 $16.82 $371,000 SEC
2017   Q3 0 0.00 Sell 100.00% <0.01 SEC
2017   Q2 14,173 <0.01 Reduce 93.07% 0.05 $18.49 $262,000 SEC
2017   Q1 204,383 0.05 Reduce 28.12% 0.02 $20.33 $4,155,000 SEC
2016   Q4 284,341 0.07 Reduce 19.04% 0.02 $18.16 $5,164,000 SEC
2016   Q3 351,211 0.10 Add 48.44% 0.03 $22.17 $7,786,000 SEC
2016   Q2 236,598 0.05 Reduce 55.92% 0.05 $17.61 $4,166,000 SEC
2016   Q1 536,719 0.09 Add 134.11% 0.05 $14.35 $7,702,000 SEC
2015   Q4 229,263 0.03 Reduce 80.36% 0.08 $12.34 $2,829,000 SEC
2015   Q3 1,167,580 0.10 Buy 0.10 $8.77 $10,240,000 SEC
2015   Q2 0 0.00 Sell 100.00% <0.01 SEC
2015   Q1 74,186 <0.01 Add 31.58% <0.01 $15.45 $1,146,000 SEC
2014   Q4 56,379 0.01 Reduce 58.89% 0.02 $21.14 $1,192,000 SEC
2014   Q3 137,156 0.03 Reduce 28.46% 0.01 $18.85 $2,585,000 SEC
2014   Q2 191,722 0.05 Add 55.68% 0.02 $20.41 $3,913,000 SEC
2014   Q1 123,151 0.04 Add 52.70% 0.01 $19.05 $2,346,000 SEC
2013   Q4 80,648 0.05 Add 102.95% 0.02 $22.70 $1,831,000 SEC
2013   Q3 39,738 0.03 Buy 0.03 $21.49 $854,000 SEC