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.