Joel Greenblatt's ALGM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 312,246 shares of Allegro MicroSystems, Inc. (ALGM) worth $9.85 M, representing 0.03% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ALGM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 239,153 shares. Largest reduction occurred in Q3 2024, reducing 63,865 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Allegro MicroSystems (ALGM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Allegro MicroSystems (ALGM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +239,153 | Add 327.19% | 312,246 | $31.53 |
| Q4 2025 | -51,395 | Reduce 41.29% | 73,093 | $26.38 |
| Q3 2025 | +116,138 | Add 1390.87% | 124,488 | $29.20 |
| Q2 2025 | +8,350 | New Buy | 8,350 | $34.19 |
| Q3 2024 | -63,865 | Sold Out | 0 | $0.00 |
| Q2 2024 | +30,613 | Add 92.06% | 63,865 | $28.24 |
| Q1 2024 | +3,026 | Add 10.01% | 33,252 | $26.96 |
| Q4 2023 | +1,875 | Add 6.61% | 30,226 | $30.27 |
| Q3 2023 | -42,078 | Reduce 59.75% | 28,351 | $31.94 |
| Q2 2023 | +70,429 | New Buy | 70,429 | $45.14 |
| Q3 2022 | -20,806 | Sold Out | 0 | $0.00 |
| Q2 2022 | -16,593 | Reduce 44.37% | 20,806 | $20.67 |
| Q1 2022 | +37,399 | New Buy | 37,399 | $28.40 |
Joel Greenblatt's Allegro MicroSystems Investment FAQs
Joel Greenblatt first purchased Allegro MicroSystems, Inc. (ALGM) in Q1 2022, acquiring 37,399 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Allegro MicroSystems, Inc. (ALGM) for 13 quarters since Q1 2022.
Joel Greenblatt's largest addition to Allegro MicroSystems, Inc. (ALGM) was in Q1 2026, adding 312,246 shares worth $9.85 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 312,246 shares of Allegro MicroSystems, Inc. (ALGM), valued at approximately $9.85 M.
As of the Q1 2026 filing, Allegro MicroSystems, Inc. (ALGM) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Allegro MicroSystems, Inc. (ALGM) was 312,246 shares, as reported at the end of Q1 2026.