Joel Greenblatt's PEN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 32,111 shares of Penumbra, Inc. (PEN) worth $10.14 M, representing 0.02% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 23,236 shares. Largest reduction occurred in Q3 2024, reducing 17,105 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Penumbra (PEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Penumbra (PEN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +23,236 | Add 261.81% | 32,111 | $315.75 |
| Q1 2026 | +8,137 | Add 1102.57% | 8,875 | $328.37 |
| Q4 2025 | -14,378 | Reduce 95.12% | 738 | $310.91 |
| Q3 2025 | -4,741 | Reduce 23.88% | 15,116 | $253.32 |
| Q2 2025 | +17,857 | Add 892.85% | 19,857 | $256.63 |
| Q1 2025 | +843 | Add 72.86% | 2,000 | $267.41 |
| Q4 2024 | +1,157 | New Buy | 1,157 | $237.48 |
| Q3 2024 | -17,105 | Sold Out | 0 | $0.00 |
| Q2 2024 | +12,237 | Add 251.38% | 17,105 | $179.97 |
| Q1 2024 | +4,069 | Add 509.26% | 4,868 | $223.18 |
| Q4 2023 | +799 | New Buy | 799 | $251.54 |
| Q3 2023 | -2,148 | Sold Out | 0 | $0.00 |
| Q2 2023 | +1,206 | Add 128.03% | 2,148 | $344.06 |
| Q1 2023 | +942 | New Buy | 942 | $278.69 |
| Q4 2018 | -3,280 | Sold Out | 0 | $0.00 |
| Q3 2018 | -2,548 | Reduce 43.72% | 3,280 | $149.70 |
| Q2 2018 | +292 | Add 5.27% | 5,828 | $138.13 |
| Q1 2018 | +5,536 | New Buy | 5,536 | $115.61 |
Joel Greenblatt's Penumbra Investment FAQs
Joel Greenblatt first purchased Penumbra, Inc. (PEN) in Q1 2018, acquiring 5,536 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 Penumbra, Inc. (PEN) for 18 quarters since Q1 2018.
Joel Greenblatt's largest addition to Penumbra, Inc. (PEN) was in Q2 2026, adding 32,111 shares worth $10.14 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 32,111 shares of Penumbra, Inc. (PEN), valued at approximately $10.14 M.
As of the Q2 2026 filing, Penumbra, Inc. (PEN) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Penumbra, Inc. (PEN) was 32,111 shares, as reported at the end of Q2 2026.