JG
DX

Joel Greenblatt’s Dynex Capital DX Stock Holding History

Joel Greenblatt’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
85,179
+14,000
+20% +$184K ﹤0.01% 1329
2026
Q1 		$908K Buy
71,179
+11,179
+19% +$154K ﹤0.01% 1336
2025
Q4 		$841K Hold
60,000
– – ﹤0.01% 1311
2025
Q3 		$737K Hold
60,000
– – ﹤0.01% 1291
2025
Q2 		$733K Buy
60,000
+10,000
+20% +$121K ﹤0.01% 1223
2025
Q1 		$651K Buy
+50,000
New +$670K 0.01% 1145

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's DX Position: Q2 2026 in Review

Joel Greenblatt increased its Dynex Capital (DX) stake by 20% in Q2 2026, buying an estimated $184K and bringing the position to 85,179 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Joel Greenblatt first reported a position in DX in Q1 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Joel Greenblatt held 85,179 shares of Dynex Capital worth $1.12M as of Q2 2026.
  • Joel Greenblatt bought 14,000 Dynex Capital shares in Q2 2026, an estimated $184K.
  • Dynex Capital made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1329 holding.
  • Joel Greenblatt first reported a position in Dynex Capital in Q1 2025 and has held it in 6 quarters since.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.