Joel Greenblatt's PLUG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2.29 M shares of Plug Power Inc. (PLUG) worth $5.19 M, representing 0.02% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PLUG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 2.29 M shares. Largest reduction occurred in Q3 2024, reducing 249,147 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Plug Power (PLUG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Plug Power (PLUG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2.29 M | New Buy | 2.29 M | $2.26 |
| Q4 2025 | -96,151 | Sold Out | 0 | $0.00 |
| Q3 2025 | -171,356 | Reduce 64.06% | 96,151 | $2.33 |
| Q2 2025 | +163,089 | Add 156.19% | 267,507 | $1.49 |
| Q1 2025 | +104,418 | New Buy | 104,418 | $1.35 |
| Q3 2024 | -249,147 | Sold Out | 0 | $0.00 |
| Q2 2024 | +92,399 | Add 58.95% | 249,147 | $2.33 |
| Q1 2024 | -67,738 | Reduce 30.17% | 156,748 | $3.44 |
| Q4 2023 | -62,179 | Reduce 21.69% | 224,486 | $4.50 |
| Q3 2023 | +33,286 | Add 13.14% | 286,665 | $7.60 |
| Q2 2023 | +213,756 | Add 539.47% | 253,379 | $10.39 |
| Q1 2023 | +6,489 | Add 19.58% | 39,623 | $11.72 |
| Q4 2022 | +6,454 | Add 24.19% | 33,134 | $12.37 |
| Q3 2022 | +6,607 | Add 32.91% | 26,680 | $21.03 |
| Q2 2022 | -6,883 | Reduce 25.53% | 20,073 | $16.59 |
| Q1 2022 | +26,956 | New Buy | 26,956 | $28.60 |
| Q4 2019 | -21,943 | Sold Out | 0 | $0.00 |
| Q3 2019 | +21,943 | New Buy | 21,943 | $2.60 |
Joel Greenblatt's Plug Power Investment FAQs
Joel Greenblatt first purchased Plug Power Inc. (PLUG) in Q3 2019, acquiring 21,943 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 Plug Power Inc. (PLUG) for 18 quarters since Q3 2019.
Joel Greenblatt's largest addition to Plug Power Inc. (PLUG) was in Q1 2026, adding 2,294,772 shares worth $5.19 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,294,772 shares of Plug Power Inc. (PLUG), valued at approximately $5.19 M.
As of the Q1 2026 filing, Plug Power Inc. (PLUG) 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 Plug Power Inc. (PLUG) was 2,294,772 shares, as reported at the end of Q1 2026.