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Joel Greenblatt’s BX Holdings & Trades

First Buy
Q1 2020
Duration Held
22 Quarters
Largest Add
Q1 2023
+13,410 Shares
Current Position
23,759 Shares
$3.66 M Value

Joel Greenblatt's BX Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 23,759 shares of Blackstone Inc. (BX) worth $3.66 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 22 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in BX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 13,410 shares. Largest reduction occurred in Q2 2020, reducing 9,197 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Blackstone (BX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Blackstone (BX) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +910 Add 3.98% 23,759 $154.14
Q3 2025 +1,053 Add 4.83% 22,849 $170.85
Q2 2025 +609 Add 2.87% 21,796 $149.58
Q1 2025 +546 Add 2.65% 21,187 $139.78
Q4 2024 +1,183 Add 6.08% 20,641 $172.42
Q3 2024 +570 Add 3.02% 19,458 $153.13
Q2 2024 +76 Add 0.40% 18,888 $123.80
Q1 2024 -29 Reduce 0.15% 18,812 $131.37
Q4 2023 +7,329 Add 63.66% 18,841 $130.92
Q3 2023 +1,661 Add 16.86% 11,512 $107.14
Q2 2023 -3,559 Reduce 26.54% 9,851 $92.97
Q1 2023 +13,410 New Buy 13,410 $87.84
Q4 2022 -8,356 Sold Out 0 $0.00
Q3 2022 +1,728 Add 26.07% 8,356 $83.65
Q2 2022 -5,392 Reduce 44.86% 6,628 $91.28
Q1 2022 +4,957 Add 70.18% 12,020 $126.96
Q4 2021 +1,762 Add 33.24% 7,063 $129.41
Q3 2021 -837 Reduce 13.64% 5,301 $116.39
Q2 2021 +235 Add 3.98% 6,138 $97.10
Q1 2021 +5,903 New Buy 5,903 $74.54
Q2 2020 -9,197 Sold Out 0 $0.00
Q1 2020 +9,197 New Buy 9,197 $45.56

Joel Greenblatt's Blackstone Investment FAQs

Joel Greenblatt first purchased Blackstone Inc. (BX) in Q1 2020, acquiring 9,197 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 Blackstone Inc. (BX) for 22 quarters since Q1 2020.

Joel Greenblatt's largest addition to Blackstone Inc. (BX) was in Q1 2023, adding 13,410 shares worth $1.18 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 23,759 shares of Blackstone Inc. (BX), valued at approximately $3.66 M.

As of the Q4 2025 filing, Blackstone Inc. (BX) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Blackstone Inc. (BX) was 23,759 shares, as reported at the end of Q4 2025.