Joel Greenblatt's XYL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 308,843 shares of Xylem Inc. (XYL) worth $42.06 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in XYL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2014, adding 586,465 shares. Largest reduction occurred in Q1 2015, reducing 601,496 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Xylem (XYL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xylem (XYL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +112,283 | Add 57.12% | 308,843 | $136.18 |
| Q3 2025 | +54,442 | Add 38.31% | 196,560 | $147.50 |
| Q2 2025 | -8,980 | Reduce 5.94% | 142,118 | $129.36 |
| Q1 2025 | +40,760 | Add 36.94% | 151,098 | $119.46 |
| Q4 2024 | +46,341 | Add 72.41% | 110,338 | $116.02 |
| Q3 2024 | +21,180 | Add 49.47% | 63,997 | $135.03 |
| Q2 2024 | +13,452 | Add 45.81% | 42,817 | $135.63 |
| Q1 2024 | +11,207 | Add 61.72% | 29,365 | $129.24 |
| Q4 2023 | +7,289 | Add 67.06% | 18,158 | $114.36 |
| Q3 2023 | -35,252 | Reduce 76.43% | 10,869 | $91.03 |
| Q2 2023 | -26,074 | Reduce 36.12% | 46,121 | $112.62 |
| Q1 2023 | +34,856 | Add 93.35% | 72,195 | $104.70 |
| Q4 2022 | +14,677 | Add 64.76% | 37,339 | $110.57 |
| Q3 2022 | +5,896 | Add 35.17% | 22,662 | $87.37 |
| Q2 2022 | +6,629 | Add 65.39% | 16,766 | $78.19 |
| Q1 2022 | +5,154 | Add 103.43% | 10,137 | $85.23 |
| Q4 2021 | +2,067 | Add 70.88% | 4,983 | $120.01 |
| Q3 2021 | +2,916 | New Buy | 2,916 | $123.80 |
| Q2 2021 | -6,800 | Sold Out | 0 | $0.00 |
| Q1 2021 | +6,800 | New Buy | 6,800 | $105.15 |
| Q2 2020 | -58,327 | Sold Out | 0 | $0.00 |
| Q1 2020 | +43,280 | Add 287.63% | 58,327 | $65.13 |
| Q4 2019 | +15,047 | New Buy | 15,047 | $78.82 |
| Q1 2019 | -5,594 | Sold Out | 0 | $0.00 |
| Q4 2018 | -4,918 | Reduce 46.78% | 5,594 | $66.68 |
| Q3 2018 | -167,038 | Reduce 94.08% | 10,512 | $79.91 |
| Q2 2018 | -124,996 | Reduce 41.31% | 177,550 | $67.38 |
| Q1 2018 | +277,587 | Add 1112.17% | 302,546 | $76.92 |
| Q4 2017 | +24,959 | New Buy | 24,959 | $68.19 |
| Q3 2016 | -9,494 | Sold Out | 0 | $0.00 |
| Q2 2016 | -209,936 | Reduce 95.67% | 9,494 | $44.66 |
| Q1 2016 | +219,430 | New Buy | 219,430 | $40.90 |
| Q2 2015 | -49,878 | Sold Out | 0 | $0.00 |
| Q1 2015 | -601,496 | Reduce 92.34% | 49,878 | $35.03 |
| Q4 2014 | +586,465 | Add 903.52% | 651,374 | $38.07 |
| Q3 2014 | +64,909 | New Buy | 64,909 | $35.50 |
| Q4 2013 | -19,015 | Sold Out | 0 | $0.00 |
| Q3 2013 | -17,934 | Reduce 48.54% | 19,015 | $27.93 |
| Q2 2013 | +36,949 | Add 0.00% | 36,949 | $26.93 |
Joel Greenblatt's Xylem Investment FAQs
Joel Greenblatt first purchased Xylem Inc. (XYL) in Q2 2013, acquiring 36,949 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 Xylem Inc. (XYL) for 39 quarters since Q2 2013.
Joel Greenblatt's largest addition to Xylem Inc. (XYL) was in Q4 2014, adding 651,374 shares worth $24.8 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 308,843 shares of Xylem Inc. (XYL), valued at approximately $42.06 M.
As of the Q4 2025 filing, Xylem Inc. (XYL) represents approximately 0.15% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Xylem Inc. (XYL) was 651,374 shares, as reported at the end of Q4 2014.