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Joel Greenblatt’s MMS Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q3 2014
+561,938 Shares
Current Position
15,388 Shares
$986,371 Value

Joel Greenblatt's MMS Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 15,388 shares of Maximus, Inc. (MMS) worth $986,371, representing 0.00% 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 MMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 561,938 shares. Largest reduction occurred in Q4 2015, reducing 206,983 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Maximus (MMS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Maximus (MMS) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -4,772 Reduce 23.67% 15,388 $64.10
Q4 2025 +12,841 Add 175.45% 20,160 $86.32
Q3 2025 -1 Reduce 0.01% 7,319 $91.37
Q2 2025 -3,421 Reduce 31.85% 7,320 $70.20
Q1 2025 -33,660 Reduce 75.81% 10,741 $68.19
Q4 2024 +18,608 Add 72.14% 44,401 $74.65
Q3 2024 +17,700 Add 218.71% 25,793 $93.16
Q2 2024 -9,219 Reduce 53.25% 8,093 $85.70
Q1 2024 +9,632 Add 125.42% 17,312 $83.90
Q4 2023 -6,626 Reduce 46.32% 7,680 $83.86
Q3 2023 +1,884 Add 15.17% 14,306 $74.68
Q2 2023 +2,984 Add 31.62% 12,422 $84.51
Q1 2023 -1,504 Reduce 13.75% 9,438 $78.70
Q4 2022 -5,157 Reduce 32.03% 10,942 $73.33
Q3 2022 +12,663 Add 368.54% 16,099 $57.89
Q2 2022 +3,436 New Buy 3,436 $62.57
Q1 2022 -13,508 Sold Out 0 $0.00
Q4 2021 +9,771 Add 261.47% 13,508 $79.66
Q3 2021 -14,415 Reduce 79.41% 3,737 $83.22
Q2 2021 +14,995 Add 474.98% 18,152 $87.98
Q1 2021 +3,157 New Buy 3,157 $89.01
Q3 2020 -2,916 Sold Out 0 $0.00
Q2 2020 -11,044 Reduce 79.11% 2,916 $70.30
Q1 2020 -7,172 Reduce 33.94% 13,960 $58.17
Q4 2019 +276 Add 1.32% 21,132 $74.39
Q3 2019 +17,398 Add 503.12% 20,856 $77.24
Q2 2019 -4,681 Reduce 57.51% 3,458 $72.59
Q1 2019 -94,568 Reduce 92.08% 8,139 $71.02
Q4 2018 +51,332 Add 99.92% 102,707 $65.09
Q3 2018 +13,023 Add 33.96% 51,375 $65.05
Q2 2018 +28,661 Add 295.75% 38,352 $62.11
Q1 2018 -103,963 Reduce 91.47% 9,691 $66.76
Q4 2017 -31,809 Reduce 21.87% 113,654 $71.58
Q3 2017 +74,930 Add 106.23% 145,463 $64.50
Q2 2017 -4,531 Reduce 6.04% 70,533 $62.62
Q1 2017 -122,553 Reduce 62.02% 75,064 $62.20
Q4 2016 +167,193 Add 549.54% 197,617 $55.79
Q3 2016 +30,424 New Buy 30,424 $56.57
Q1 2016 -64,439 Sold Out 0 $0.00
Q4 2015 -206,983 Reduce 76.26% 64,439 $56.25
Q3 2015 -24,481 Reduce 8.27% 271,422 $59.56
Q2 2015 -37,505 Reduce 11.25% 295,903 $65.73
Q1 2015 -91,485 Reduce 21.53% 333,408 $66.76
Q4 2014 -158,455 Reduce 27.16% 424,893 $54.84
Q3 2014 +561,938 Add 2624.65% 583,348 $40.13
Q2 2014 +11,150 Add 108.67% 21,410 $43.02
Q1 2014 +10,260 New Buy 10,260 $44.83

Joel Greenblatt's Maximus Investment FAQs

Joel Greenblatt first purchased Maximus, Inc. (MMS) in Q1 2014, acquiring 10,260 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 Maximus, Inc. (MMS) for 47 quarters since Q1 2014.

Joel Greenblatt's largest addition to Maximus, Inc. (MMS) was in Q3 2014, adding 583,348 shares worth $23.41 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 15,388 shares of Maximus, Inc. (MMS), valued at approximately $986,371.

As of the Q1 2026 filing, Maximus, Inc. (MMS) 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 Maximus, Inc. (MMS) was 583,348 shares, as reported at the end of Q3 2014.