Joel Greenblatt's TRU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 72,093 shares of TransUnion (TRU) worth $6.18 M, representing 0.02% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in TRU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 123,180 shares. Largest reduction occurred in Q4 2017, reducing 124,324 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's TransUnion (TRU) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransUnion (TRU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +15,098 | Add 26.49% | 72,093 | $85.75 |
| Q3 2025 | +138 | Add 0.24% | 56,995 | $83.78 |
| Q2 2025 | -39,725 | Reduce 41.13% | 56,857 | $88.00 |
| Q1 2025 | -6,269 | Reduce 6.10% | 96,582 | $82.99 |
| Q4 2024 | +18,080 | Add 21.33% | 102,851 | $92.71 |
| Q3 2024 | +5,227 | Add 6.57% | 84,771 | $104.70 |
| Q2 2024 | +28,241 | Add 55.05% | 79,544 | $74.16 |
| Q1 2024 | +9,670 | Add 23.23% | 51,303 | $79.80 |
| Q4 2023 | -9,238 | Reduce 18.16% | 41,633 | $68.71 |
| Q3 2023 | +13,961 | Add 37.82% | 50,871 | $71.79 |
| Q2 2023 | -14,125 | Reduce 27.68% | 36,910 | $78.33 |
| Q1 2023 | +22,602 | Add 79.49% | 51,035 | $62.14 |
| Q4 2022 | +28,433 | New Buy | 28,433 | $56.75 |
| Q3 2022 | -35,469 | Sold Out | 0 | $0.00 |
| Q2 2022 | +27,481 | Add 344.03% | 35,469 | $79.99 |
| Q1 2022 | +5,526 | Add 224.45% | 7,988 | $103.28 |
| Q4 2021 | +2,462 | New Buy | 2,462 | $118.60 |
| Q2 2021 | -4,204 | Sold Out | 0 | $0.00 |
| Q1 2021 | -7,969 | Reduce 65.46% | 4,204 | $89.91 |
| Q4 2020 | -16,432 | Reduce 57.44% | 12,173 | $99.24 |
| Q3 2020 | -4,449 | Reduce 13.46% | 28,605 | $84.15 |
| Q2 2020 | +41 | Add 0.12% | 33,054 | $87.04 |
| Q1 2020 | -37,196 | Reduce 52.98% | 33,013 | $66.19 |
| Q4 2019 | +19,562 | Add 38.62% | 70,209 | $85.62 |
| Q3 2019 | +50,647 | New Buy | 50,647 | $81.11 |
| Q1 2018 | -12,466 | Sold Out | 0 | $0.00 |
| Q4 2017 | -124,324 | Reduce 90.89% | 12,466 | $54.95 |
| Q3 2017 | +123,180 | Add 905.07% | 136,790 | $47.26 |
| Q2 2017 | +13,610 | New Buy | 13,610 | $43.28 |
| Q1 2017 | -45,930 | Sold Out | 0 | $0.00 |
| Q4 2016 | +45,930 | New Buy | 45,930 | $30.94 |
| Q2 2016 | -13,421 | Sold Out | 0 | $0.00 |
| Q1 2016 | +13,421 | New Buy | 13,421 | $27.64 |
| Q4 2015 | -30,450 | Sold Out | 0 | $0.00 |
| Q3 2015 | +30,450 | New Buy | 30,450 | $25.12 |
Joel Greenblatt's TransUnion Investment FAQs
Joel Greenblatt first purchased TransUnion (TRU) in Q3 2015, acquiring 30,450 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 TransUnion (TRU) for 35 quarters since Q3 2015.
Joel Greenblatt's largest addition to TransUnion (TRU) was in Q3 2017, adding 136,790 shares worth $6.46 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 72,093 shares of TransUnion (TRU), valued at approximately $6.18 M.
As of the Q4 2025 filing, TransUnion (TRU) 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 TransUnion (TRU) was 136,790 shares, as reported at the end of Q3 2017.