Joel Greenblatt’s AYI Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q3 2017
+82,274 Shares
Current Position
26,424 Shares
$9.1 M Value

Joel Greenblatt's AYI Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 26,424 shares of Acuity Inc. (AYI) worth $9.1 M, representing 0.04% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AYI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 73,905 shares. Largest reduction occurred in Q3 2018, reducing 77,837 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Acuity (AYI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Acuity (AYI) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +7,523 New Buy 7,523 $132.53
Q2 2014 -7,523 Sold Out 7,523 $0.00
Q4 2014 +2,186 New Buy 2,186 $139.98
Q1 2015 -2,186 Sold Out 2,186 $0.00
Q3 2015 +3,754 New Buy 3,754 $175.55
Q4 2015 +2,365 Add 63.00% 6,119 $233.86
Q1 2016 -6,119 Sold Out 6,119 $0.00
Q2 2016 +1,875 New Buy 1,875 $248.00
Q3 2016 -1,875 Sold Out 1,875 $0.00
Q4 2016 +8,369 New Buy 8,369 $230.85
Q1 2017 -8,369 Sold Out 8,369 $0.00
Q3 2017 +82,274 New Buy 82,274 $171.28
Q4 2017 +48,059 Add 58.41% 130,333 $176.00
Q1 2018 +8,821 Add 6.77% 139,154 $139.19
Q2 2018 -51,976 Reduce 37.35% 87,178 $115.87
Q3 2018 -77,837 Reduce 89.29% 9,341 $157.16
Q4 2018 -4,870 Reduce 52.14% 4,471 $114.96
Q1 2019 +5,145 Add 115.07% 9,616 $120.01
Q2 2019 +18,198 Add 189.25% 27,814 $137.92
Q3 2019 -18,319 Reduce 65.86% 9,495 $134.81
Q4 2019 +1,573 Add 16.57% 11,068 $137.97
Q1 2020 -5,856 Reduce 52.91% 5,212 $85.57
Q2 2020 +12,906 Add 247.62% 18,118 $95.76
Q3 2020 +1,661 Add 9.17% 19,779 $102.33
Q4 2020 -12,327 Reduce 62.32% 7,452 $121.04
Q1 2021 -2,621 Reduce 35.17% 4,831 $164.98
Q2 2021 -4,831 Sold Out 4,831 $0.00
Q2 2022 +3,008 New Buy 3,008 $153.92
Q3 2022 -614 Reduce 20.41% 2,394 $157.48
Q4 2022 +2,848 Add 118.96% 5,242 $165.61
Q1 2023 +2,497 Add 47.63% 7,739 $182.73
Q2 2023 +3,658 Add 47.27% 11,397 $163.08
Q3 2023 +4,735 Add 41.55% 16,132 $170.31
Q4 2023 -8,395 Reduce 52.04% 7,737 $204.83
Q1 2024 -2,156 Reduce 27.87% 5,581 $268.73
Q2 2024 +5,174 Add 92.71% 10,755 $241.44
Q3 2024 +662 Add 6.16% 11,417 $275.39
Q4 2024 +4,395 Add 38.50% 15,812 $292.13
Q1 2025 +5,440 Add 34.40% 21,252 $263.35
Q2 2025 -4,117 Reduce 19.37% 17,135 $298.34
Q3 2025 +9,289 Add 54.21% 26,424 $344.39

Joel Greenblatt's Acuity Investment FAQs

Joel Greenblatt first purchased Acuity Inc. (AYI) in Q1 2014, acquiring 7,523 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 Acuity Inc. (AYI) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Acuity Inc. (AYI) was in Q3 2017, adding 82,274 shares worth $14.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 26,424 shares of Acuity Inc. (AYI), valued at approximately $9.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Acuity Inc. (AYI) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Acuity Inc. (AYI) was 139,154 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.