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Joel Greenblatt’s MSFT Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q4 2014
+820,722 Shares
Current Position
332,643 Shares
$124.08 M Value

Joel Greenblatt's MSFT Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 332,643 shares of Microsoft Corporation (MSFT) worth $124.08 M, representing 0.29% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +26,789 Add 8.76% 332,643 $373.02
Q1 2026 +19,878 Add 6.95% 305,854 $370.17
Q4 2025 +4,070 Add 1.44% 285,976 $483.62
Q3 2025 +30,741 Add 12.24% 281,906 $517.95
Q2 2025 +12,239 Add 5.12% 251,165 $497.41
Q1 2025 +12,858 Add 5.69% 238,926 $375.39
Q4 2024 -8,398 Reduce 3.58% 226,068 $421.50
Q3 2024 +21,074 Add 9.88% 234,466 $430.30
Q2 2024 +20,816 Add 10.81% 213,392 $446.95
Q1 2024 +2,996 Add 1.58% 192,576 $420.72
Q4 2023 -788 Reduce 0.41% 189,580 $376.04
Q3 2023 +3,439 Add 1.84% 190,368 $315.75
Q2 2023 -4,964 Reduce 2.59% 186,929 $340.54
Q1 2023 -16,682 Reduce 8.00% 191,893 $288.30
Q4 2022 +7,250 Add 3.60% 208,575 $239.82
Q3 2022 -1,417 Reduce 0.70% 201,325 $232.90
Q2 2022 +6,503 Add 3.31% 202,742 $256.83
Q1 2022 +825 Add 0.42% 196,239 $308.31
Q4 2021 -5,012 Reduce 2.50% 195,414 $336.32
Q3 2021 +8,835 Add 4.61% 200,426 $281.92
Q2 2021 -2,135 Reduce 1.10% 191,591 $270.90
Q1 2021 -48,828 Reduce 20.13% 193,726 $235.77
Q4 2020 -41,144 Reduce 14.50% 242,554 $222.42
Q3 2020 -33,790 Reduce 10.64% 283,698 $210.33
Q2 2020 +103,895 Add 48.64% 317,488 $203.51
Q1 2020 -86,688 Reduce 28.87% 213,593 $157.71
Q4 2019 -29,587 Reduce 8.97% 300,281 $157.70
Q3 2019 -37,125 Reduce 10.12% 329,868 $139.03
Q2 2019 +36,829 Add 11.15% 366,993 $133.96
Q1 2019 -72,575 Reduce 18.02% 330,164 $117.94
Q4 2018 +72,065 Add 21.79% 402,739 $101.57
Q3 2018 +25,533 Add 8.37% 330,674 $114.37
Q2 2018 -1,109 Reduce 0.36% 305,141 $98.61
Q1 2018 +161,677 Add 111.83% 306,250 $91.27
Q4 2017 -101,624 Reduce 41.28% 144,573 $85.54
Q3 2017 -33,653 Reduce 12.03% 246,197 $74.49
Q2 2017 +279,850 New Buy 279,850 $68.93
Q3 2016 -273,227 Sold Out 0 $0.00
Q2 2016 +139,629 Add 104.51% 273,227 $51.17
Q1 2016 +116,505 Add 681.59% 133,598 $55.23
Q4 2015 -56,369 Reduce 76.73% 17,093 $55.46
Q3 2015 -908,463 Reduce 92.52% 73,462 $44.25
Q2 2015 -39,059 Reduce 3.83% 981,925 $44.15
Q1 2015 +184,484 Add 22.05% 1.02 M $40.65
Q4 2014 +820,722 Add 5201.69% 836,500 $46.45
Q3 2014 -537 Reduce 3.29% 15,778 $46.33
Q2 2014 -183,284 Reduce 91.83% 16,315 $41.68
Q1 2014 -268,880 Reduce 57.39% 199,599 $40.99
Q4 2013 -12,405 Reduce 2.58% 468,479 $37.41
Q3 2013 +112,224 Add 30.44% 480,884 $33.28
Q2 2013 +368,660 Add 0.00% 368,660 $34.54

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 51 quarters since Q2 2013.

Joel Greenblatt's largest addition to Microsoft Corporation (MSFT) was in Q4 2014, adding 836,500 shares worth $38.86 M.

According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 332,643 shares of Microsoft Corporation (MSFT), valued at approximately $124.08 M.

As of the Q2 2026 filing, Microsoft Corporation (MSFT) represents approximately 0.29% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Microsoft Corporation (MSFT) was 1,020,984 shares, as reported at the end of Q1 2015.