Joel Greenblatt's FI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 210,376 shares of Fiserv, Inc. (FI) worth $27.12 M, representing 0.12% of the portfolio. First purchased in 2014-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 FI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 163,566 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +9,842 | New Buy | 9,842 | $30.18 |
| Q3 2014 | -9,842 | Sold Out | 9,842 | $0.00 |
| Q2 2016 | +59,286 | New Buy | 59,286 | $54.36 |
| Q3 2016 | +163,566 | Add 275.89% | 222,852 | $49.74 |
| Q4 2016 | -218,272 | Reduce 97.94% | 4,580 | $53.06 |
| Q1 2017 | -4,580 | Sold Out | 4,580 | $0.00 |
| Q2 2017 | +6,098 | New Buy | 6,098 | $61.17 |
| Q3 2017 | +79,598 | Add 1305.31% | 85,696 | $64.48 |
| Q4 2017 | -40,246 | Reduce 46.96% | 45,450 | $65.57 |
| Q1 2018 | +60,251 | Add 132.57% | 105,701 | $71.31 |
| Q2 2018 | +81,961 | Add 77.54% | 187,662 | $74.09 |
| Q3 2018 | -26,008 | Reduce 13.86% | 161,654 | $82.38 |
| Q4 2018 | -161,654 | Sold Out | 161,654 | $0.00 |
| Q3 2019 | +16,363 | New Buy | 16,363 | $103.59 |
| Q4 2019 | -16,363 | Sold Out | 16,363 | $0.00 |
| Q2 2020 | +30,653 | New Buy | 30,653 | $97.61 |
| Q3 2020 | -12,768 | Reduce 41.65% | 17,885 | $103.05 |
| Q4 2020 | +30,626 | Add 171.24% | 48,511 | $113.85 |
| Q1 2021 | -15,326 | Reduce 31.59% | 33,185 | $119.03 |
| Q2 2021 | +23,023 | Add 69.38% | 56,208 | $106.89 |
| Q3 2021 | -636 | Reduce 1.13% | 55,572 | $108.51 |
| Q4 2021 | -48,697 | Reduce 87.63% | 6,875 | $103.85 |
| Q1 2022 | +27,246 | Add 396.31% | 34,121 | $101.40 |
| Q2 2022 | +800 | Add 2.34% | 34,921 | $88.97 |
| Q3 2022 | -34,921 | Sold Out | 34,921 | $0.00 |
| Q4 2022 | +2,461 | New Buy | 2,461 | $101.07 |
| Q1 2023 | +6,595 | Add 267.98% | 9,056 | $113.03 |
| Q2 2023 | +3,816 | Add 42.14% | 12,872 | $126.15 |
| Q3 2023 | -956 | Reduce 7.43% | 11,916 | $112.96 |
| Q4 2023 | +69,187 | Add 580.62% | 81,103 | $132.84 |
| Q1 2024 | +8,891 | Add 10.96% | 89,994 | $159.82 |
| Q2 2024 | +1,494 | Add 1.66% | 91,488 | $149.04 |
| Q3 2024 | +414 | Add 0.45% | 91,902 | $179.65 |
| Q4 2024 | -21,037 | Reduce 22.89% | 70,865 | $205.42 |
| Q1 2025 | +3,809 | Add 5.38% | 74,674 | $220.83 |
| Q2 2025 | +25,128 | Add 33.65% | 99,802 | $172.41 |
| Q3 2025 | +110,574 | Add 110.79% | 210,376 | $128.93 |
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 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Fiserv, Inc. (FI) was in Q3 2016, adding 222,852 shares worth $11.08 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 210,376 shares of Fiserv, Inc. (FI), valued at approximately $27.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Fiserv, Inc. (FI) represents approximately 0.12% 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 Fiserv, Inc. (FI) was 222,852 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.