JG
BCPC

Joel Greenblatt’s Balchem Corp BCPC Stock Holding History

Joel Greenblatt’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,220
Closed -$203K – 1760
2025
Q1 		$203K Sell
1,220
-255
-17% -$41.8K ﹤0.01% 1466
2024
Q4 		$240K Buy
+1,475
New +$256K ﹤0.01% 1320
2024
Q3 		– Sell
-2,961
Closed -$456K – 1540
2024
Q2 		$456K Buy
2,961
+896
+43% +$135K 0.01% 1104
2024
Q1 		$320K Buy
+2,065
New +$306K ﹤0.01% 1168
2022
Q3 		– Sell
-2,365
Closed -$307K – 1284
2022
Q2 		$307K Sell
2,365
-2,691
-53% -$337K 0.01% 935
2022
Q1 		$691K Buy
+5,056
New +$724K 0.02% 689
2021
Q3 		– Sell
-2,386
Closed -$313K – 1141
2021
Q2 		$313K Buy
+2,386
New +$307K 0.01% 833
2014
Q3 		– Sell
-20,537
Closed -$1.1M – 1081
2014
Q2 		$1.1M Buy
20,537
+10,368
+102% +$595K 0.01% 629
2014
Q1 		$530K Buy
+10,169
New +$546K 0.01% 780

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's BCPC Position: Q2 2025 in Review

Joel Greenblatt sold out of Balchem Corp (BCPC) in Q2 2025, closing a stake of 1,220 shares — an estimated $203K sold.

Joel Greenblatt first reported a position in BCPC in Q1 2014 and held it in 9 quarters. The position peaked at $1.1M in Q2 2014. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

  • Joel Greenblatt reported no remaining Balchem Corp position as of Q2 2025 after selling out during the quarter.
  • Joel Greenblatt sold 1,220 Balchem Corp shares in Q2 2025, an estimated $203K.
  • Joel Greenblatt first reported a position in Balchem Corp in Q1 2014 and held it in 9 quarters.
  • Joel Greenblatt's Balchem Corp position peaked at $1.1M in Q2 2014.
  • 396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on Gotham Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.