Joel Greenblatt's BR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 68,289 shares of Broadridge Financial Solutions, Inc. (BR) worth $15.24 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 401,505 shares. Largest reduction occurred in Q4 2015, reducing 678,497 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Broadridge Financial Solutions (BR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadridge Financial Solutions (BR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -28,904 | Reduce 29.74% | 68,289 | $223.17 |
| Q3 2025 | +45,239 | Add 87.08% | 97,193 | $238.17 |
| Q2 2025 | +16,180 | Add 45.23% | 51,954 | $243.03 |
| Q1 2025 | -6,016 | Reduce 14.40% | 35,774 | $242.46 |
| Q4 2024 | -6,129 | Reduce 12.79% | 41,790 | $226.09 |
| Q3 2024 | +44,537 | Add 1316.88% | 47,919 | $215.03 |
| Q2 2024 | -309 | Reduce 8.37% | 3,382 | $197.00 |
| Q1 2024 | +261 | Add 7.61% | 3,691 | $204.86 |
| Q4 2023 | -17,927 | Reduce 83.94% | 3,430 | $205.75 |
| Q3 2023 | +13,621 | Add 176.07% | 21,357 | $179.05 |
| Q2 2023 | -2,125 | Reduce 21.55% | 7,736 | $165.63 |
| Q1 2023 | -6,910 | Reduce 41.20% | 9,861 | $146.57 |
| Q4 2022 | -4,165 | Reduce 19.89% | 16,771 | $134.13 |
| Q3 2022 | +20,936 | New Buy | 20,936 | $144.30 |
| Q1 2022 | -17,219 | Sold Out | 0 | $0.00 |
| Q4 2021 | -554 | Reduce 3.12% | 17,219 | $182.82 |
| Q3 2021 | -9,772 | Reduce 35.48% | 17,773 | $166.66 |
| Q2 2021 | -59 | Reduce 0.21% | 27,545 | $161.52 |
| Q1 2021 | -42,975 | Reduce 60.89% | 27,604 | $153.09 |
| Q4 2020 | +5,091 | Add 7.77% | 70,579 | $153.20 |
| Q3 2020 | +50,997 | Add 351.92% | 65,488 | $131.99 |
| Q2 2020 | +14,491 | New Buy | 14,491 | $126.22 |
| Q1 2020 | -68,658 | Sold Out | 0 | $0.00 |
| Q4 2019 | -59,248 | Reduce 46.32% | 68,658 | $123.54 |
| Q3 2019 | +68,049 | Add 113.69% | 127,906 | $124.43 |
| Q2 2019 | +59,857 | New Buy | 59,857 | $127.69 |
| Q1 2019 | -30,115 | Sold Out | 0 | $0.00 |
| Q4 2018 | -102,286 | Reduce 77.25% | 30,115 | $96.26 |
| Q3 2018 | +42,291 | Add 46.93% | 132,401 | $131.95 |
| Q2 2018 | +90,110 | New Buy | 90,110 | $115.10 |
| Q4 2017 | -134,668 | Sold Out | 0 | $0.00 |
| Q3 2017 | +134,668 | New Buy | 134,668 | $80.82 |
| Q4 2016 | -182,832 | Sold Out | 0 | $0.00 |
| Q3 2016 | +182,832 | New Buy | 182,832 | $67.79 |
| Q1 2016 | -232,273 | Sold Out | 0 | $0.00 |
| Q4 2015 | -678,497 | Reduce 74.50% | 232,273 | $53.73 |
| Q3 2015 | +385,985 | Add 73.55% | 910,770 | $55.35 |
| Q2 2015 | -55,985 | Reduce 9.64% | 524,785 | $50.01 |
| Q1 2015 | -53,658 | Reduce 8.46% | 580,770 | $55.01 |
| Q4 2014 | -208,263 | Reduce 24.71% | 634,428 | $46.18 |
| Q3 2014 | +401,505 | Add 91.01% | 842,691 | $41.63 |
| Q2 2014 | +305,973 | Add 226.29% | 441,186 | $41.64 |
| Q1 2014 | +75,284 | Add 125.62% | 135,213 | $37.14 |
| Q4 2013 | -133,390 | Reduce 69.00% | 59,929 | $39.51 |
| Q3 2013 | +53,916 | Add 38.68% | 193,319 | $31.75 |
| Q2 2013 | +139,404 | Add 0.00% | 139,403 | $26.58 |
Joel Greenblatt's Broadridge Financial Solutions Investment FAQs
Joel Greenblatt first purchased Broadridge Financial Solutions, Inc. (BR) in Q2 2013, acquiring 139,403 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 Broadridge Financial Solutions, Inc. (BR) for 46 quarters since Q2 2013.
Joel Greenblatt's largest addition to Broadridge Financial Solutions, Inc. (BR) was in Q3 2014, adding 842,691 shares worth $35.08 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 68,289 shares of Broadridge Financial Solutions, Inc. (BR), valued at approximately $15.24 M.
As of the Q4 2025 filing, Broadridge Financial Solutions, Inc. (BR) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Broadridge Financial Solutions, Inc. (BR) was 910,770 shares, as reported at the end of Q3 2015.