Joel Greenblatt's MRNA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 38,774 shares of Moderna, Inc. (MRNA) worth $1 M, representing 0.00% 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 MRNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 51,126 shares. Largest reduction occurred in Q4 2022, reducing 45,440 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Moderna (MRNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Moderna (MRNA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +7,655 | New Buy | 7,655 | $29.92 |
| Q2 2020 | -1,496 | Reduce 19.54% | 6,159 | $64.13 |
| Q3 2020 | -246 | Reduce 3.99% | 5,913 | $70.69 |
| Q4 2020 | -122 | Reduce 2.06% | 5,791 | $104.47 |
| Q1 2021 | -3,962 | Reduce 68.42% | 1,829 | $131.22 |
| Q2 2021 | -1,829 | Sold Out | 1,829 | $0.00 |
| Q3 2021 | +10,496 | New Buy | 10,496 | $384.81 |
| Q4 2021 | +18,075 | Add 172.21% | 28,571 | $253.96 |
| Q1 2022 | +45,753 | Add 160.14% | 74,324 | $172.26 |
| Q2 2022 | +532 | Add 0.72% | 74,856 | $142.85 |
| Q3 2022 | +51,126 | Add 68.30% | 125,982 | $118.25 |
| Q4 2022 | -45,440 | Reduce 36.07% | 80,542 | $179.62 |
| Q1 2023 | -3,835 | Reduce 4.76% | 76,707 | $153.58 |
| Q2 2023 | -37,978 | Reduce 49.51% | 38,729 | $121.50 |
| Q3 2023 | -11,837 | Reduce 30.56% | 26,892 | $103.29 |
| Q4 2023 | +39,210 | Add 145.81% | 66,102 | $99.45 |
| Q1 2024 | +5,708 | Add 8.64% | 71,810 | $106.56 |
| Q2 2024 | -4,408 | Reduce 6.14% | 67,402 | $118.75 |
| Q3 2024 | -67,402 | Sold Out | 67,402 | $0.00 |
| Q4 2024 | +64,220 | New Buy | 64,220 | $41.58 |
| Q1 2025 | -64,220 | Sold Out | 64,220 | $0.00 |
| Q2 2025 | +33,982 | New Buy | 33,982 | $27.59 |
| Q3 2025 | +4,792 | Add 14.10% | 38,774 | $25.83 |
Joel Greenblatt's Moderna Investment FAQs
Joel Greenblatt first purchased Moderna, Inc. (MRNA) in Q1 2020, acquiring 7,655 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 Moderna, Inc. (MRNA) 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 Moderna, Inc. (MRNA) was in Q4 2024, adding 64,220 shares worth $2.67 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 38,774 shares of Moderna, Inc. (MRNA), valued at approximately $1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Moderna, Inc. (MRNA) represents approximately 0.00% 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 Moderna, Inc. (MRNA) was 125,982 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.