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  Strategy Inc (MSTR)
← All MSTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.09 $40.65–131.50 · VW $71.74i SEC
2020   Q4 66,690 0.09 Reduce 16.68% <0.01 $14.52–40.00 · VW $31.42i $2,591,000 SEC
2020   Q3 80,040 0.04 Reduce 9.65% <0.01 $11.42–17.66 · VW $14.27i $1,205,000 SEC
2020   Q2 88,590 0.03 Add 38.51% <0.01 $10.86–13.13 · VW $12.10i $1,048,000 SEC
2020   Q1 63,960 0.02 Buy 0.02 $9.00–16.50 · VW $13.29i $755,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.02 $12.60–15.12 · VW $14.01i SEC
2018   Q2 120,510 0.02 Reduce 71.08% 0.05 $12.30–13.70 · VW $12.96i $1,540,000 SEC
2018   Q1 416,680 0.08 Reduce 10.23% <0.01 $12.22–14.22 · VW $13.22i $5,375,000 SEC
2017   Q4 464,180 0.09 Reduce 2.77% <0.01 $12.80–14.34 · VW $13.43i $6,095,000 SEC
2017   Q3 477,420 0.09 Add 10.25% <0.01 $12.29–19.64 · VW $13.65i $6,097,000 SEC
2017   Q2 433,030 0.12 Add 0.19% <0.01 $17.75–19.46 · VW $18.71i $8,300,000 SEC
2017   Q1 432,220 0.10 Add 2.49% <0.01 $18.22–20.60 · VW $19.44i $8,117,000 SEC
2016   Q4 421,710 0.11 Reduce 61.51% 0.15 $16.27–20.73 · VW $19.12i $8,325,000 SEC
2016   Q3 1,095,660 0.25 Reduce 37.02% 0.14 $16.19–19.18 · VW $17.10i $18,346,000 SEC
2016   Q2 1,739,570 0.38 Reduce 21.04% 0.10 $16.50–19.60 · VW $18.14i $30,446,000 SEC
2016   Q1 2,203,030 0.45 Reduce 8.11% 0.04 $14.10–18.23 · VW $16.54i $39,593,000 SEC
2015   Q4 2,397,450 0.48 Add 19.81% 0.08 $16.42–20.98 · VW $17.86i $42,984,000 SEC
2015   Q3 2,001,120 0.40 Add 50.33% 0.13 $16.86–22.65 · VW $19.99i $39,316,000 SEC
2015   Q2 1,331,190 0.20 Buy 0.20 $16.59–19.79 · VW $17.85i $22,641,000 SEC
2014   Q3 0 0.00 Sell 100.00% <0.01 $12.95–15.59 · VW $14.08i SEC
2014   Q2 45,240 <0.01 Reduce 83.67% 0.04 $9.88–14.61 · VW $12.86i $636,000 SEC
2014   Q1 276,990 0.05 Add 239.49% 0.04 $11.24–13.58 · VW $12.46i $3,196,000 SEC
2013   Q4 81,590 0.03 Buy 0.03 $9.52–13.00 · VW $12.10i $1,014,000 SEC
Price snapshot:
Current price$92.10
52-week low$81.81
52-week high$457.22