Joel Greenblatt's ITRI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,815 shares of Itron, Inc. (ITRI) worth $818,561, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ITRI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 366,351 shares. Largest reduction occurred in Q2 2015, reducing 321,847 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Itron (ITRI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Itron (ITRI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +599 | Add 7.29% | 8,815 | $92.86 |
| Q3 2025 | +3,953 | Add 92.73% | 8,216 | $124.56 |
| Q2 2025 | -26,326 | Reduce 86.06% | 4,263 | $131.63 |
| Q1 2025 | +112 | Add 0.37% | 30,589 | $104.76 |
| Q4 2024 | -1,604 | Reduce 5.00% | 30,477 | $108.58 |
| Q3 2024 | -13,044 | Reduce 28.91% | 32,081 | $106.81 |
| Q2 2024 | +22,217 | Add 96.98% | 45,125 | $98.96 |
| Q1 2024 | +13,507 | Add 143.68% | 22,908 | $92.52 |
| Q4 2023 | +9,401 | New Buy | 9,401 | $75.51 |
| Q2 2022 | -11,595 | Sold Out | 0 | $0.00 |
| Q1 2022 | +8,046 | Add 226.71% | 11,595 | $52.70 |
| Q4 2021 | +696 | Add 24.40% | 3,549 | $68.47 |
| Q3 2021 | +2,853 | New Buy | 2,853 | $75.71 |
| Q2 2020 | -4,835 | Sold Out | 0 | $0.00 |
| Q1 2020 | -11,469 | Reduce 70.34% | 4,835 | $55.84 |
| Q4 2019 | -3,566 | Reduce 17.95% | 16,304 | $83.97 |
| Q3 2019 | -2,169 | Reduce 9.84% | 19,870 | $73.98 |
| Q2 2019 | -67,481 | Reduce 75.38% | 22,039 | $62.57 |
| Q1 2019 | -11,709 | Reduce 11.57% | 89,520 | $46.65 |
| Q4 2018 | +101,229 | New Buy | 101,229 | $47.29 |
| Q2 2018 | -32,266 | Sold Out | 0 | $0.00 |
| Q1 2018 | +32,266 | New Buy | 32,266 | $71.56 |
| Q4 2017 | -39,603 | Sold Out | 0 | $0.00 |
| Q3 2017 | -32,521 | Reduce 45.09% | 39,603 | $77.44 |
| Q2 2017 | +72,124 | New Buy | 72,124 | $67.74 |
| Q1 2017 | -17,503 | Sold Out | 0 | $0.00 |
| Q4 2016 | +3,919 | Add 28.85% | 17,503 | $62.85 |
| Q3 2016 | +13,584 | New Buy | 13,584 | $55.73 |
| Q2 2016 | -22,532 | Sold Out | 0 | $0.00 |
| Q1 2016 | +22,532 | New Buy | 22,532 | $41.72 |
| Q2 2015 | -321,847 | Sold Out | 0 | $0.00 |
| Q1 2015 | -155,902 | Reduce 32.63% | 321,847 | $36.51 |
| Q4 2014 | +58,199 | Add 13.87% | 477,749 | $42.29 |
| Q3 2014 | +53,199 | Add 14.52% | 419,550 | $39.31 |
| Q2 2014 | +366,351 | New Buy | 366,351 | $40.55 |
| Q3 2013 | -12,401 | Sold Out | 0 | $0.00 |
| Q2 2013 | +12,401 | Add 0.00% | 12,401 | $42.42 |
Joel Greenblatt's Itron Investment FAQs
Joel Greenblatt first purchased Itron, Inc. (ITRI) in Q2 2013, acquiring 12,401 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 Itron, Inc. (ITRI) for 37 quarters since Q2 2013.
Joel Greenblatt's largest addition to Itron, Inc. (ITRI) was in Q2 2014, adding 366,351 shares worth $14.86 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,815 shares of Itron, Inc. (ITRI), valued at approximately $818,561.
As of the Q4 2025 filing, Itron, Inc. (ITRI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Itron, Inc. (ITRI) was 477,749 shares, as reported at the end of Q4 2014.