Joel Greenblatt's MA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 56.6K shares of Mastercard Incorporated (MA) worth $32.17 M, representing 0.14% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 56.6K shares. Largest reduction occurred in Q1 2017, reducing 57.2K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +11,475 | New Buy | 11,475 | $74.68 |
| Q2 2014 | +41,962 | Add 365.68% | 53,437 | $73.47 |
| Q3 2014 | -34,199 | Reduce 64.00% | 19,238 | $73.92 |
| Q4 2014 | -13,452 | Reduce 69.92% | 5,786 | $86.24 |
| Q1 2015 | +5,486 | Add 94.82% | 11,272 | $86.41 |
| Q2 2015 | -11,272 | Sold Out | 11,272 | $0.00 |
| Q2 2016 | +67,855 | New Buy | 67,855 | $88.06 |
| Q3 2016 | +41,644 | Add 61.37% | 109,499 | $101.77 |
| Q4 2016 | -48,469 | Reduce 44.26% | 61,030 | $103.24 |
| Q1 2017 | -57,224 | Reduce 93.76% | 3,806 | $112.45 |
| Q2 2017 | +8,126 | Add 213.50% | 11,932 | $121.44 |
| Q3 2017 | +12,630 | Add 105.85% | 24,562 | $141.19 |
| Q4 2017 | -5,359 | Reduce 21.82% | 19,203 | $151.38 |
| Q1 2018 | +25,065 | Add 130.53% | 44,268 | $175.16 |
| Q2 2018 | +14,090 | Add 31.83% | 58,358 | $196.53 |
| Q3 2018 | +8,577 | Add 14.70% | 66,935 | $222.60 |
| Q4 2018 | -2,936 | Reduce 4.39% | 63,999 | $188.64 |
| Q1 2019 | -46,768 | Reduce 73.08% | 17,231 | $235.45 |
| Q2 2019 | +35,011 | Add 203.19% | 52,242 | $264.54 |
| Q3 2019 | +7,299 | Add 13.97% | 59,541 | $271.58 |
| Q4 2019 | -26,948 | Reduce 45.26% | 32,593 | $298.59 |
| Q1 2020 | -10,806 | Reduce 33.15% | 21,787 | $241.57 |
| Q2 2020 | +15,264 | Add 70.06% | 37,051 | $295.70 |
| Q3 2020 | -4,504 | Reduce 12.16% | 32,547 | $338.16 |
| Q4 2020 | -3,303 | Reduce 10.15% | 29,244 | $356.93 |
| Q1 2021 | -9,880 | Reduce 33.78% | 19,364 | $356.07 |
| Q2 2021 | -161 | Reduce 0.83% | 19,203 | $365.10 |
| Q3 2021 | -761 | Reduce 3.96% | 18,442 | $347.68 |
| Q4 2021 | -175 | Reduce 0.95% | 18,267 | $359.34 |
| Q1 2022 | +3,455 | Add 18.91% | 21,722 | $357.38 |
| Q2 2022 | +11,851 | Add 54.56% | 33,573 | $315.49 |
| Q3 2022 | -517 | Reduce 1.54% | 33,056 | $284.34 |
| Q4 2022 | -12,942 | Reduce 39.15% | 20,114 | $347.73 |
| Q1 2023 | -1,999 | Reduce 9.94% | 18,115 | $363.41 |
| Q2 2023 | -278 | Reduce 1.53% | 17,837 | $393.30 |
| Q3 2023 | +178 | Add 1.00% | 18,015 | $395.91 |
| Q4 2023 | +3,997 | Add 22.19% | 22,012 | $426.51 |
| Q1 2024 | +2,068 | Add 9.39% | 24,080 | $481.57 |
| Q2 2024 | +6,212 | Add 25.80% | 30,292 | $441.16 |
| Q3 2024 | +2,517 | Add 8.31% | 32,809 | $493.80 |
| Q4 2024 | -2,907 | Reduce 8.86% | 29,902 | $526.57 |
| Q1 2025 | -1,479 | Reduce 4.95% | 28,423 | $548.12 |
| Q2 2025 | +16,982 | Add 59.75% | 45,405 | $561.94 |
| Q3 2025 | +11,148 | Add 24.55% | 56,553 | $568.81 |
Joel Greenblatt's Mastercard Incorporated Investment FAQs
Joel Greenblatt first purchased Mastercard Incorporated (MA) in Q1 2014, acquiring 11,475 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 Mastercard Incorporated (MA) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Mastercard Incorporated (MA) was in Q2 2016, adding 67,855 shares worth $5.98 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 56,553 shares of Mastercard Incorporated (MA), valued at approximately $32.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Mastercard Incorporated (MA) represents approximately 0.14% 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 Mastercard Incorporated (MA) was 109,499 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.