Joel Greenblatt's MSFT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 281,906 shares of Microsoft Corporation (MSFT) worth $146.01 M, representing 0.64% 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 MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 820,722 shares. Largest reduction occurred in Q3 2015, reducing 908,463 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +368,661 | Add 0.00% | 368,660 | $34.54 |
| Q3 2013 | +112,224 | Add 30.44% | 480,884 | $33.28 |
| Q4 2013 | -12,405 | Reduce 2.58% | 468,479 | $37.41 |
| Q1 2014 | -268,880 | Reduce 57.39% | 199,599 | $40.99 |
| Q2 2014 | -183,284 | Reduce 91.83% | 16,315 | $41.68 |
| Q3 2014 | -537 | Reduce 3.29% | 15,778 | $46.33 |
| Q4 2014 | +820,722 | Add 5201.69% | 836,500 | $46.45 |
| Q1 2015 | +184,484 | Add 22.05% | 1.02 M | $40.65 |
| Q2 2015 | -39,059 | Reduce 3.83% | 981,925 | $44.15 |
| Q3 2015 | -908,463 | Reduce 92.52% | 73,462 | $44.25 |
| Q4 2015 | -56,369 | Reduce 76.73% | 17,093 | $55.46 |
| Q1 2016 | +116,505 | Add 681.59% | 133,598 | $55.23 |
| Q2 2016 | +139,629 | Add 104.51% | 273,227 | $51.17 |
| Q3 2016 | -273,227 | Sold Out | 273,227 | $0.00 |
| Q2 2017 | +279,850 | New Buy | 279,850 | $68.93 |
| Q3 2017 | -33,653 | Reduce 12.03% | 246,197 | $74.49 |
| Q4 2017 | -101,624 | Reduce 41.28% | 144,573 | $85.54 |
| Q1 2018 | +161,677 | Add 111.83% | 306,250 | $91.27 |
| Q2 2018 | -1,109 | Reduce 0.36% | 305,141 | $98.61 |
| Q3 2018 | +25,533 | Add 8.37% | 330,674 | $114.37 |
| Q4 2018 | +72,065 | Add 21.79% | 402,739 | $101.57 |
| Q1 2019 | -72,575 | Reduce 18.02% | 330,164 | $117.94 |
| Q2 2019 | +36,829 | Add 11.15% | 366,993 | $133.96 |
| Q3 2019 | -37,125 | Reduce 10.12% | 329,868 | $139.03 |
| Q4 2019 | -29,587 | Reduce 8.97% | 300,281 | $157.70 |
| Q1 2020 | -86,688 | Reduce 28.87% | 213,593 | $157.71 |
| Q2 2020 | +103,895 | Add 48.64% | 317,488 | $203.51 |
| Q3 2020 | -33,790 | Reduce 10.64% | 283,698 | $210.33 |
| Q4 2020 | -41,144 | Reduce 14.50% | 242,554 | $222.42 |
| Q1 2021 | -48,828 | Reduce 20.13% | 193,726 | $235.77 |
| Q2 2021 | -2,135 | Reduce 1.10% | 191,591 | $270.90 |
| Q3 2021 | +8,835 | Add 4.61% | 200,426 | $281.92 |
| Q4 2021 | -5,012 | Reduce 2.50% | 195,414 | $336.32 |
| Q1 2022 | +825 | Add 0.42% | 196,239 | $308.31 |
| Q2 2022 | +6,503 | Add 3.31% | 202,742 | $256.83 |
| Q3 2022 | -1,417 | Reduce 0.70% | 201,325 | $232.90 |
| Q4 2022 | +7,250 | Add 3.60% | 208,575 | $239.82 |
| Q1 2023 | -16,682 | Reduce 8.00% | 191,893 | $288.30 |
| Q2 2023 | -4,964 | Reduce 2.59% | 186,929 | $340.54 |
| Q3 2023 | +3,439 | Add 1.84% | 190,368 | $315.75 |
| Q4 2023 | -788 | Reduce 0.41% | 189,580 | $376.04 |
| Q1 2024 | +2,996 | Add 1.58% | 192,576 | $420.72 |
| Q2 2024 | +20,816 | Add 10.81% | 213,392 | $446.95 |
| Q3 2024 | +21,074 | Add 9.88% | 234,466 | $430.30 |
| Q4 2024 | -8,398 | Reduce 3.58% | 226,068 | $421.50 |
| Q1 2025 | +12,858 | Add 5.69% | 238,926 | $375.39 |
| Q2 2025 | +12,239 | Add 5.12% | 251,165 | $497.41 |
| Q3 2025 | +30,741 | Add 12.24% | 281,906 | $517.95 |
Joel Greenblatt's Microsoft Corporation Investment FAQs
Joel Greenblatt first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 368,660 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 Microsoft Corporation (MSFT) 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 Microsoft Corporation (MSFT) was in Q4 2014, adding 836,500 shares worth $38.86 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 281,906 shares of Microsoft Corporation (MSFT), valued at approximately $146.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 0.64% 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 Microsoft Corporation (MSFT) was 1,020,984 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.