Joel Greenblatt's RYAN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 157,029 shares of Ryan Specialty Holdings, Inc. (RYAN) worth $5.3 M, representing 0.02% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in RYAN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 121,438 shares. Largest reduction occurred in Q1 2024, reducing 9,038 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ryan Specialty Holdings (RYAN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ryan Specialty Holdings (RYAN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +121,438 | Add 341.20% | 157,029 | $33.74 |
| Q4 2025 | +19,135 | Add 116.28% | 35,591 | $51.63 |
| Q3 2025 | +16,456 | New Buy | 16,456 | $56.36 |
| Q2 2025 | -3,617 | Sold Out | 0 | $0.00 |
| Q1 2025 | +3,617 | New Buy | 3,617 | $73.87 |
| Q4 2024 | -3,751 | Sold Out | 0 | $0.00 |
| Q3 2024 | -2,197 | Reduce 36.94% | 3,751 | $66.39 |
| Q2 2024 | +5,948 | New Buy | 5,948 | $57.91 |
| Q1 2024 | -9,038 | Sold Out | 0 | $0.00 |
| Q4 2023 | +2,923 | Add 47.80% | 9,038 | $43.02 |
| Q3 2023 | +1,152 | Add 23.21% | 6,115 | $48.40 |
| Q2 2023 | +4,963 | New Buy | 4,963 | $44.89 |
| Q1 2023 | -5,191 | Sold Out | 0 | $0.00 |
| Q4 2022 | -2,035 | Reduce 28.16% | 5,191 | $41.51 |
| Q3 2022 | -3,369 | Reduce 31.80% | 7,226 | $40.69 |
| Q2 2022 | -4,412 | Reduce 29.40% | 10,595 | $39.17 |
| Q1 2022 | +7,653 | Add 104.07% | 15,007 | $38.78 |
| Q4 2021 | +7,354 | New Buy | 7,354 | $40.39 |
Joel Greenblatt's Ryan Specialty Holdings Investment FAQs
Joel Greenblatt first purchased Ryan Specialty Holdings, Inc. (RYAN) in Q4 2021, acquiring 7,354 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 Ryan Specialty Holdings, Inc. (RYAN) for 18 quarters since Q4 2021.
Joel Greenblatt's largest addition to Ryan Specialty Holdings, Inc. (RYAN) was in Q1 2026, adding 157,029 shares worth $5.3 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 157,029 shares of Ryan Specialty Holdings, Inc. (RYAN), valued at approximately $5.3 M.
As of the Q1 2026 filing, Ryan Specialty Holdings, Inc. (RYAN) 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 Ryan Specialty Holdings, Inc. (RYAN) was 157,029 shares, as reported at the end of Q1 2026.