Joel Greenblatt's GEN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2.03 M shares of Gen Digital Inc. (GEN) worth $55.24 M, representing 0.20% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in GEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 847,070 shares. Largest reduction occurred in Q3 2020, reducing 416,052 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Gen Digital (GEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Gen Digital (GEN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +531,174 | Add 35.40% | 2.03 M | $27.19 |
| Q3 2025 | +247,313 | Add 19.73% | 1.5 M | $28.39 |
| Q2 2025 | +149,099 | Add 13.50% | 1.25 M | $29.40 |
| Q1 2025 | +158,317 | Add 16.74% | 1.1 M | $26.54 |
| Q4 2024 | +29,440 | Add 3.21% | 945,868 | $27.38 |
| Q3 2024 | +74,687 | Add 8.87% | 916,428 | $27.43 |
| Q2 2024 | +138,657 | Add 19.72% | 841,741 | $24.98 |
| Q1 2024 | +72,497 | Add 11.50% | 703,084 | $22.40 |
| Q4 2023 | +44,613 | Add 7.61% | 630,587 | $22.82 |
| Q3 2023 | +27,994 | Add 5.02% | 585,974 | $17.68 |
| Q2 2023 | +325,299 | Add 139.80% | 557,980 | $18.55 |
| Q1 2023 | +160,810 | Add 223.75% | 232,681 | $17.16 |
| Q4 2022 | -111,185 | Reduce 60.74% | 71,871 | $21.43 |
| Q3 2022 | -53,672 | Reduce 22.67% | 183,056 | $20.14 |
| Q2 2022 | -38,873 | Reduce 14.10% | 236,728 | $21.96 |
| Q1 2022 | +80,947 | Add 41.59% | 275,601 | $26.52 |
| Q4 2021 | +55,667 | Add 40.05% | 194,654 | $25.98 |
| Q3 2021 | +14,420 | Add 11.58% | 138,987 | $25.30 |
| Q2 2021 | +7,533 | Add 6.44% | 124,567 | $27.22 |
| Q1 2021 | -139,397 | Reduce 54.36% | 117,034 | $21.26 |
| Q4 2020 | -132,895 | Reduce 34.13% | 256,431 | $20.78 |
| Q3 2020 | -416,052 | Reduce 51.66% | 389,326 | $20.84 |
| Q2 2020 | -139,303 | Reduce 14.75% | 805,378 | $19.83 |
| Q1 2020 | +847,070 | Add 867.80% | 944,681 | $18.71 |
| Q4 2019 | +97,611 | New Buy | 97,611 | $25.52 |
Joel Greenblatt's Gen Digital Investment FAQs
Joel Greenblatt first purchased Gen Digital Inc. (GEN) in Q4 2019, acquiring 97,611 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 Gen Digital Inc. (GEN) for 25 quarters since Q4 2019.
Joel Greenblatt's largest addition to Gen Digital Inc. (GEN) was in Q1 2020, adding 944,681 shares worth $17.68 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,031,771 shares of Gen Digital Inc. (GEN), valued at approximately $55.24 M.
As of the Q4 2025 filing, Gen Digital Inc. (GEN) represents approximately 0.20% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Gen Digital Inc. (GEN) was 2,031,771 shares, as reported at the end of Q4 2025.