Joel Greenblatt's MSTR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,649 shares of Strategy Inc (MSTR) worth $317,208, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MSTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 1.33 M shares. Largest reduction occurred in Q4 2016, reducing 673,950 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Strategy (MSTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Strategy (MSTR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,649 | New Buy | 3,649 | $86.93 |
| Q1 2021 | -66,690 | Sold Out | 0 | $0.00 |
| Q4 2020 | -13,350 | Reduce 16.68% | 66,690 | $38.85 |
| Q3 2020 | -8,550 | Reduce 9.65% | 80,040 | $15.05 |
| Q2 2020 | +24,630 | Add 38.51% | 88,590 | $11.83 |
| Q1 2020 | +63,960 | New Buy | 63,960 | $11.80 |
| Q3 2018 | -120,510 | Sold Out | 0 | $0.00 |
| Q2 2018 | -296,170 | Reduce 71.08% | 120,510 | $12.78 |
| Q1 2018 | -47,500 | Reduce 10.23% | 416,680 | $12.90 |
| Q4 2017 | -13,240 | Reduce 2.77% | 464,180 | $13.13 |
| Q3 2017 | +44,390 | Add 10.25% | 477,420 | $12.77 |
| Q2 2017 | +810 | Add 0.19% | 433,030 | $19.17 |
| Q1 2017 | +10,510 | Add 2.49% | 432,220 | $18.78 |
| Q4 2016 | -673,950 | Reduce 61.51% | 421,710 | $19.74 |
| Q3 2016 | -643,910 | Reduce 37.02% | 1.1 M | $16.74 |
| Q2 2016 | -463,460 | Reduce 21.04% | 1.74 M | $17.50 |
| Q1 2016 | -194,420 | Reduce 8.11% | 2.2 M | $17.97 |
| Q4 2015 | +396,330 | Add 19.81% | 2.4 M | $17.93 |
| Q3 2015 | +669,930 | Add 50.33% | 2 M | $19.65 |
| Q2 2015 | +1.33 M | New Buy | 1.33 M | $17.01 |
| Q3 2014 | -45,240 | Sold Out | 0 | $0.00 |
| Q2 2014 | -231,750 | Reduce 83.67% | 45,240 | $14.06 |
| Q1 2014 | +195,400 | Add 239.49% | 276,990 | $11.54 |
| Q4 2013 | +81,590 | New Buy | 81,590 | $12.43 |
Joel Greenblatt's Strategy Investment FAQs
Joel Greenblatt first purchased Strategy Inc (MSTR) in Q4 2013, acquiring 81,590 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 Strategy Inc (MSTR) for 24 quarters since Q4 2013.
Joel Greenblatt's largest addition to Strategy Inc (MSTR) was in Q2 2015, adding 1,331,190 shares worth $22.64 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,649 shares of Strategy Inc (MSTR), valued at approximately $317,208.
As of the Q2 2026 filing, Strategy Inc (MSTR) 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 Strategy Inc (MSTR) was 2,397,450 shares, as reported at the end of Q4 2015.