Joel Greenblatt's ROKU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 96,291 shares of Roku, Inc. (ROKU) worth $10.45 M, representing 0.04% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ROKU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 50,038 shares. Largest reduction occurred in Q2 2023, reducing 18,785 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Roku (ROKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roku (ROKU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +50,038 | Add 108.18% | 96,291 | $108.49 |
| Q3 2025 | -6,505 | Reduce 12.33% | 46,253 | $100.13 |
| Q2 2025 | -5,698 | Reduce 9.75% | 52,758 | $87.89 |
| Q1 2025 | +29,107 | Add 99.18% | 58,456 | $70.44 |
| Q4 2024 | -3,380 | Reduce 10.33% | 29,349 | $74.34 |
| Q3 2024 | +1,096 | Add 3.46% | 32,729 | $74.66 |
| Q2 2024 | -18,272 | Reduce 36.61% | 31,633 | $59.93 |
| Q1 2024 | +10,931 | Add 28.05% | 49,905 | $65.17 |
| Q4 2023 | -2,154 | Reduce 5.24% | 38,974 | $91.66 |
| Q3 2023 | +27,431 | Add 200.27% | 41,128 | $70.59 |
| Q2 2023 | -18,785 | Reduce 57.83% | 13,697 | $63.96 |
| Q1 2023 | +32,482 | New Buy | 32,482 | $65.82 |
| Q4 2022 | -11,797 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,849 | Add 31.84% | 11,797 | $56.37 |
| Q2 2022 | -14 | Reduce 0.16% | 8,948 | $82.14 |
| Q1 2022 | +4,554 | Add 103.31% | 8,962 | $125.31 |
| Q4 2021 | +1,941 | Add 78.68% | 4,408 | $228.22 |
| Q3 2021 | +431 | Add 21.17% | 2,467 | $313.34 |
| Q2 2021 | +460 | Add 29.19% | 2,036 | $459.23 |
| Q1 2021 | -5,275 | Reduce 77.00% | 1,576 | $325.51 |
| Q4 2020 | +6,851 | New Buy | 6,851 | $332.07 |
| Q3 2019 | -14,096 | Sold Out | 0 | $0.00 |
| Q2 2019 | +4,945 | Add 54.04% | 14,096 | $90.59 |
| Q1 2019 | +9,151 | New Buy | 9,151 | $64.47 |
Joel Greenblatt's Roku Investment FAQs
Joel Greenblatt first purchased Roku, Inc. (ROKU) in Q1 2019, acquiring 9,151 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 Roku, Inc. (ROKU) for 24 quarters since Q1 2019.
Joel Greenblatt's largest addition to Roku, Inc. (ROKU) was in Q4 2025, adding 96,291 shares worth $10.45 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 96,291 shares of Roku, Inc. (ROKU), valued at approximately $10.45 M.
As of the Q4 2025 filing, Roku, Inc. (ROKU) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Roku, Inc. (ROKU) was 96,291 shares, as reported at the end of Q4 2025.