Joel Greenblatt's FI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 435,924 shares of Fiserv, Inc. (FI) worth $29.28 M, representing 0.11% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 225,548 shares. Largest reduction occurred in Q4 2016, reducing 218,272 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Fiserv (FI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fiserv (FI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +225,548 | Add 107.21% | 435,924 | $67.17 |
| Q3 2025 | +110,574 | Add 110.79% | 210,376 | $128.93 |
| Q2 2025 | +25,128 | Add 33.65% | 99,802 | $172.41 |
| Q1 2025 | +3,809 | Add 5.38% | 74,674 | $220.83 |
| Q4 2024 | -21,037 | Reduce 22.89% | 70,865 | $205.42 |
| Q3 2024 | +414 | Add 0.45% | 91,902 | $179.65 |
| Q2 2024 | +1,494 | Add 1.66% | 91,488 | $149.04 |
| Q1 2024 | +8,891 | Add 10.96% | 89,994 | $159.82 |
| Q4 2023 | +69,187 | Add 580.62% | 81,103 | $132.84 |
| Q3 2023 | -956 | Reduce 7.43% | 11,916 | $112.96 |
| Q2 2023 | +3,816 | Add 42.14% | 12,872 | $126.15 |
| Q1 2023 | +6,595 | Add 267.98% | 9,056 | $113.03 |
| Q4 2022 | +2,461 | New Buy | 2,461 | $101.07 |
| Q3 2022 | -34,921 | Sold Out | 0 | $0.00 |
| Q2 2022 | +800 | Add 2.34% | 34,921 | $88.97 |
| Q1 2022 | +27,246 | Add 396.31% | 34,121 | $101.40 |
| Q4 2021 | -48,697 | Reduce 87.63% | 6,875 | $103.85 |
| Q3 2021 | -636 | Reduce 1.13% | 55,572 | $108.51 |
| Q2 2021 | +23,023 | Add 69.38% | 56,208 | $106.89 |
| Q1 2021 | -15,326 | Reduce 31.59% | 33,185 | $119.03 |
| Q4 2020 | +30,626 | Add 171.24% | 48,511 | $113.85 |
| Q3 2020 | -12,768 | Reduce 41.65% | 17,885 | $103.05 |
| Q2 2020 | +30,653 | New Buy | 30,653 | $97.61 |
| Q4 2019 | -16,363 | Sold Out | 0 | $0.00 |
| Q3 2019 | +16,363 | New Buy | 16,363 | $103.59 |
| Q4 2018 | -161,654 | Sold Out | 0 | $0.00 |
| Q3 2018 | -26,008 | Reduce 13.86% | 161,654 | $82.38 |
| Q2 2018 | +81,961 | Add 77.54% | 187,662 | $74.09 |
| Q1 2018 | +60,251 | Add 132.57% | 105,701 | $71.31 |
| Q4 2017 | -40,246 | Reduce 46.96% | 45,450 | $65.57 |
| Q3 2017 | +79,598 | Add 1305.31% | 85,696 | $64.48 |
| Q2 2017 | +6,098 | New Buy | 6,098 | $61.17 |
| Q1 2017 | -4,580 | Sold Out | 0 | $0.00 |
| Q4 2016 | -218,272 | Reduce 97.94% | 4,580 | $53.06 |
| Q3 2016 | +163,566 | Add 275.89% | 222,852 | $49.74 |
| Q2 2016 | +59,286 | New Buy | 59,286 | $54.36 |
| Q3 2014 | -9,842 | Sold Out | 0 | $0.00 |
| Q2 2014 | +9,842 | New Buy | 9,842 | $30.18 |
Joel Greenblatt's Fiserv Investment FAQs
Joel Greenblatt first purchased Fiserv, Inc. (FI) in Q2 2014, acquiring 9,842 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 Fiserv, Inc. (FI) for 38 quarters since Q2 2014.
Joel Greenblatt's largest addition to Fiserv, Inc. (FI) was in Q4 2025, adding 435,924 shares worth $29.28 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 435,924 shares of Fiserv, Inc. (FI), valued at approximately $29.28 M.
As of the Q4 2025 filing, Fiserv, Inc. (FI) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Fiserv, Inc. (FI) was 435,924 shares, as reported at the end of Q4 2025.