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Joel Greenblatt’s Stagwell STGW Stock Holding History

Joel Greenblatt’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,706
Closed -$121K – 1850
2025
Q4 		$121K Buy
+24,706
New +$129K ﹤0.01% 1678
2025
Q2 		– Sell
-11,409
Closed -$69K – 1742
2025
Q1 		$69K Buy
+11,409
New +$71.8K ﹤0.01% 1522
2023
Q2 		– Sell
-10,944
Closed -$81.2K – 1421
2023
Q1 		$81.2K Buy
+10,944
New +$76.5K ﹤0.01% 1297
2019
Q2 		– Sell
-11,531
Closed -$26K – 1281
2019
Q1 		$26K Buy
+11,531
New +$31.6K ﹤0.01% 1158
2018
Q2 		– Sell
-36,876
Closed -$266K – 1034
2018
Q1 		$266K Buy
36,876
+2,866
+8% +$24.5K ﹤0.01% 840
2017
Q4 		$332K Buy
+34,010
New +$373K ﹤0.01% 792
2017
Q1 		– Sell
-10,544
Closed -$69K – 1097
2016
Q4 		$69K Buy
+10,544
New +$77.9K ﹤0.01% 917
2016
Q3 		– Sell
-26,506
Closed -$485K – 1034
2016
Q2 		$485K Sell
26,506
-8,354
-24% -$161K 0.01% 732
2016
Q1 		$823K Sell
34,860
-152,877
-81% -$3.1M 0.01% 683
2015
Q4 		$4.08M Buy
+187,737
New +$3.96M 0.04% 445
2015
Q2 		– Sell
-14,607
Closed -$414K – 1035
2015
Q1 		$414K Buy
+14,607
New +$369K ﹤0.01% 734
2014
Q3 		– Sell
-11,644
Closed -$250K – 1066
2014
Q2 		$250K Buy
+11,644
New +$261K ﹤0.01% 920
2014
Q1 		– Sell
-18,416
Closed -$470K – 1085
2013
Q4 		$470K Buy
18,416
+7,167
+64% +$155K 0.01% 759
2013
Q3 		$210K Buy
+11,249
New +$175K 0.01% 855

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joel Greenblatt's STGW Position: Q1 2026 in Review

Joel Greenblatt sold out of Stagwell (STGW) in Q1 2026, closing a stake of 24,706 shares — an estimated $121K sold.

Joel Greenblatt first reported a position in STGW in Q3 2013 and held it in 14 quarters. The position peaked at $4.08M in Q4 2015. 184 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • Joel Greenblatt reported no remaining Stagwell position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 24,706 Stagwell shares in Q1 2026, an estimated $121K.
  • Joel Greenblatt first reported a position in Stagwell in Q3 2013 and held it in 14 quarters.
  • Joel Greenblatt's Stagwell position peaked at $4.08M in Q4 2015.
  • 184 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.