Joel Greenblatt's IONS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 32,152 shares of Ionis Pharmaceuticals, Inc. (IONS) worth $2.1 M, representing 0.01% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IONS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 217,756 shares. Largest reduction occurred in Q4 2017, reducing 176,531 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ionis Pharmaceuticals (IONS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ionis Pharmaceuticals (IONS) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +95,676 | New Buy | 95,676 | $47.83 |
| Q1 2017 | +217,756 | Add 227.60% | 313,432 | $40.20 |
| Q2 2017 | +44,025 | Add 14.05% | 357,457 | $50.87 |
| Q3 2017 | -67,849 | Reduce 18.98% | 289,608 | $50.70 |
| Q4 2017 | -176,531 | Reduce 60.96% | 113,077 | $50.30 |
| Q1 2018 | -80,668 | Reduce 71.34% | 32,409 | $44.09 |
| Q2 2018 | -32,409 | Sold Out | 32,409 | $0.00 |
| Q1 2019 | +11,350 | New Buy | 11,350 | $81.15 |
| Q2 2019 | +133,840 | Add 1179.21% | 145,190 | $64.27 |
| Q3 2019 | +57,566 | Add 39.65% | 202,756 | $59.93 |
| Q4 2019 | -148,409 | Reduce 73.20% | 54,347 | $60.41 |
| Q1 2020 | +43,645 | Add 80.31% | 97,992 | $47.28 |
| Q2 2020 | -97,992 | Sold Out | 97,992 | $0.00 |
| Q1 2022 | +38,427 | New Buy | 38,427 | $37.03 |
| Q2 2022 | +23,057 | Add 60.00% | 61,484 | $37.02 |
| Q3 2022 | -38,244 | Reduce 62.20% | 23,240 | $44.23 |
| Q4 2022 | +46,656 | Add 200.76% | 69,896 | $37.77 |
| Q1 2023 | -56,663 | Reduce 81.07% | 13,233 | $35.74 |
| Q2 2023 | -5,168 | Reduce 39.05% | 8,065 | $41.03 |
| Q3 2023 | +23 | Add 0.29% | 8,088 | $45.36 |
| Q4 2023 | -1,099 | Reduce 13.59% | 6,989 | $50.59 |
| Q1 2024 | -203 | Reduce 2.90% | 6,786 | $43.35 |
| Q2 2024 | -524 | Reduce 7.72% | 6,262 | $47.66 |
| Q4 2024 | -2 | Reduce 0.03% | 6,260 | $34.96 |
| Q1 2025 | -6,260 | Sold Out | 6,260 | $0.00 |
| Q2 2025 | +14,279 | New Buy | 14,279 | $39.51 |
| Q3 2025 | +17,873 | Add 125.17% | 32,152 | $65.42 |
Joel Greenblatt's Ionis Pharmaceuticals Investment FAQs
Joel Greenblatt first purchased Ionis Pharmaceuticals, Inc. (IONS) in Q4 2016, acquiring 95,676 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 Ionis Pharmaceuticals, Inc. (IONS) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Ionis Pharmaceuticals, Inc. (IONS) was in Q1 2017, adding 313,432 shares worth $12.6 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 32,152 shares of Ionis Pharmaceuticals, Inc. (IONS), valued at approximately $2.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ionis Pharmaceuticals, Inc. (IONS) represents approximately 0.01% 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 Ionis Pharmaceuticals, Inc. (IONS) was 357,457 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.