Joel Greenblatt’s IQV Holdings & Trades

First Buy
Q1 2020
Duration Held
23 Quarters
Largest Add
Q2 2020
+38,242 shares
Current Position
71,036 shares
$13.49 M value

Joel Greenblatt's IQV Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 71.0K shares of IQVIA Holdings Inc. (IQV) worth $13.49 M, representing 0.06% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in IQV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 38.2K shares. Largest reduction occurred in Q3 2020, reducing 34.6K shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's IQVIA Holdings (IQV) Holding Value Over Time

Track share changes against reported price movement

Quarterly IQVIA Holdings (IQV) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +1,897 New Buy 1,897 $108.07
Q2 2020 +38,242 Add 2015.92% 40,139 $141.88
Q3 2020 -34,580 Reduce 86.15% 5,559 $157.58
Q4 2020 -5,559 Sold Out 5,559 $0.00
Q1 2021 +3,116 New Buy 3,116 $193.20
Q2 2021 -3,116 Sold Out 3,116 $0.00
Q3 2021 +1,293 New Buy 1,293 $239.75
Q4 2021 -1,293 Sold Out 1,293 $0.00
Q1 2022 +4,786 New Buy 4,786 $231.30
Q2 2022 -4,786 Sold Out 4,786 $0.00
Q3 2022 +6,597 New Buy 6,597 $181.14
Q4 2022 +25,677 Add 389.22% 32,274 $204.89
Q1 2023 -25,216 Reduce 78.13% 7,058 $198.89
Q2 2023 -4,224 Reduce 59.85% 2,834 $224.77
Q3 2023 +17,551 Add 619.30% 20,385 $196.75
Q4 2023 -14,546 Reduce 71.36% 5,839 $231.38
Q1 2024 +11,201 Add 191.83% 17,040 $252.89
Q2 2024 +15,724 Add 92.28% 32,764 $211.44
Q3 2024 -4,708 Reduce 14.37% 28,056 $236.97
Q4 2024 +3,303 Add 11.77% 31,359 $196.51
Q1 2025 -1,262 Reduce 4.02% 30,097 $176.30
Q2 2025 +35,867 Add 119.17% 65,964 $157.59
Q3 2025 +5,072 Add 7.69% 71,036 $189.94

Joel Greenblatt's IQVIA Holdings Investment FAQs

Joel Greenblatt first purchased IQVIA Holdings Inc. (IQV) in Q1 2020, acquiring 1,897 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 IQVIA Holdings Inc. (IQV) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to IQVIA Holdings Inc. (IQV) was in Q2 2020, adding 40,139 shares worth $5.7 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 71,036 shares of IQVIA Holdings Inc. (IQV), valued at approximately $13.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, IQVIA Holdings Inc. (IQV) represents approximately 0.06% 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 IQVIA Holdings Inc. (IQV) was 71,036 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.