Joel Greenblatt's XYZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 147,354 shares of Block, Inc. (XYZ) worth $10.65 M, representing 0.05% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in XYZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 171,256 shares. Largest reduction occurred in Q1 2020, reducing 77,323 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Block (XYZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Block (XYZ) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +18,995 | New Buy | 18,995 | $13.64 |
| Q1 2017 | -18,995 | Sold Out | 18,995 | $0.00 |
| Q2 2017 | +25,599 | New Buy | 25,599 | $23.48 |
| Q3 2017 | -25,599 | Sold Out | 25,599 | $0.00 |
| Q1 2019 | +10,564 | New Buy | 10,564 | $74.88 |
| Q2 2019 | -10,564 | Sold Out | 10,564 | $0.00 |
| Q4 2019 | +181,820 | New Buy | 181,820 | $62.56 |
| Q1 2020 | -77,323 | Reduce 42.53% | 104,497 | $52.38 |
| Q2 2020 | -58,614 | Reduce 56.09% | 45,883 | $104.94 |
| Q3 2020 | -40,549 | Reduce 88.37% | 5,334 | $162.54 |
| Q4 2020 | +1,596 | Add 29.92% | 6,930 | $217.60 |
| Q1 2021 | -6,930 | Sold Out | 6,930 | $0.00 |
| Q3 2021 | +10,736 | New Buy | 10,736 | $239.85 |
| Q4 2021 | -5,774 | Reduce 53.78% | 4,962 | $161.43 |
| Q1 2022 | -4,962 | Sold Out | 4,962 | $0.00 |
| Q4 2023 | +20,415 | New Buy | 20,415 | $77.35 |
| Q1 2024 | -3,999 | Reduce 19.59% | 16,416 | $84.58 |
| Q2 2024 | -5,123 | Reduce 31.21% | 11,293 | $64.49 |
| Q3 2024 | +43,813 | Add 387.97% | 55,106 | $67.13 |
| Q4 2024 | -34,861 | Reduce 63.26% | 20,245 | $84.99 |
| Q1 2025 | -7,706 | Reduce 38.06% | 12,539 | $54.33 |
| Q2 2025 | +35,245 | Add 281.08% | 47,784 | $67.93 |
| Q3 2025 | +99,570 | Add 208.38% | 147,354 | $72.27 |
Joel Greenblatt's Block Investment FAQs
Joel Greenblatt first purchased Block, Inc. (XYZ) in Q4 2016, acquiring 18,995 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 Block, Inc. (XYZ) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Block, Inc. (XYZ) was in Q4 2019, adding 181,820 shares worth $11.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 147,354 shares of Block, Inc. (XYZ), valued at approximately $10.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Block, Inc. (XYZ) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Block, Inc. (XYZ) was 181,820 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.