Joel Greenblatt's ISRG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,487 shares of Intuitive Surgical, Inc. (ISRG) worth $7.37 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ISRG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 213,912 shares. Largest reduction occurred in Q4 2013, reducing 131,913 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Intuitive Surgical (ISRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Intuitive Surgical (ISRG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +17,784 | Add 0.00% | 17,775 | $56.26 |
| Q3 2013 | +213,912 | Add 1203.44% | 231,687 | $41.81 |
| Q4 2013 | -131,913 | Reduce 56.94% | 99,774 | $42.68 |
| Q1 2014 | -23,265 | Reduce 23.32% | 76,509 | $48.66 |
| Q2 2014 | +58,698 | Add 76.72% | 135,207 | $45.75 |
| Q3 2014 | -41,427 | Reduce 30.64% | 93,780 | $51.31 |
| Q4 2014 | -32,580 | Reduce 34.74% | 61,200 | $58.77 |
| Q1 2015 | -342 | Reduce 0.56% | 60,858 | $56.11 |
| Q2 2015 | -60,858 | Sold Out | 60,858 | $0.00 |
| Q3 2015 | +37,152 | New Buy | 37,152 | $51.06 |
| Q4 2015 | -37,152 | Sold Out | 37,152 | $0.00 |
| Q2 2016 | +119,286 | New Buy | 119,286 | $73.49 |
| Q3 2016 | -119,286 | Sold Out | 119,286 | $0.00 |
| Q4 2016 | +24,282 | New Buy | 24,282 | $70.46 |
| Q1 2017 | -24,282 | Sold Out | 24,282 | $0.00 |
| Q4 2017 | +38,880 | New Buy | 38,880 | $121.66 |
| Q1 2018 | -38,880 | Sold Out | 38,880 | $0.00 |
| Q4 2019 | +2,145 | New Buy | 2,145 | $197.20 |
| Q1 2020 | -2,145 | Sold Out | 2,145 | $0.00 |
| Q3 2020 | +12,705 | New Buy | 12,705 | $236.52 |
| Q4 2020 | -12,705 | Sold Out | 12,705 | $0.00 |
| Q2 2021 | +7,554 | New Buy | 7,554 | $306.59 |
| Q3 2021 | +753 | Add 9.97% | 8,307 | $331.41 |
| Q4 2021 | -1,356 | Reduce 16.32% | 6,951 | $359.23 |
| Q1 2022 | -3,367 | Reduce 48.44% | 3,584 | $301.62 |
| Q2 2022 | -1,875 | Reduce 52.32% | 1,709 | $200.70 |
| Q3 2022 | +10,085 | Add 590.11% | 11,794 | $187.47 |
| Q4 2022 | +1,538 | Add 13.04% | 13,332 | $265.35 |
| Q1 2023 | -3,963 | Reduce 29.73% | 9,369 | $255.47 |
| Q2 2023 | +5,827 | Add 62.19% | 15,196 | $341.94 |
| Q3 2023 | +5,562 | Add 36.60% | 20,758 | $292.29 |
| Q4 2023 | -4,931 | Reduce 23.75% | 15,827 | $337.36 |
| Q1 2024 | +776 | Add 4.90% | 16,603 | $399.09 |
| Q2 2024 | +2,108 | Add 12.70% | 18,711 | $444.85 |
| Q3 2024 | +4,911 | Add 26.25% | 23,622 | $491.27 |
| Q4 2024 | +1,985 | Add 8.40% | 25,607 | $521.96 |
| Q1 2025 | +9,959 | Add 38.89% | 35,566 | $495.27 |
| Q2 2025 | -5,271 | Reduce 14.82% | 30,295 | $543.41 |
| Q3 2025 | -13,808 | Reduce 45.58% | 16,487 | $447.23 |
Joel Greenblatt's Intuitive Surgical Investment FAQs
Joel Greenblatt first purchased Intuitive Surgical, Inc. (ISRG) in Q2 2013, acquiring 17,775 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 Intuitive Surgical, Inc. (ISRG) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Intuitive Surgical, Inc. (ISRG) was in Q3 2013, adding 231,687 shares worth $9.69 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 16,487 shares of Intuitive Surgical, Inc. (ISRG), valued at approximately $7.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Intuitive Surgical, Inc. (ISRG) represents approximately 0.03% 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 Intuitive Surgical, Inc. (ISRG) was 231,687 shares, as reported at the end of Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.