JG
ZEN

Joel Greenblatt’s ZENDESK INC ZEN Stock Holding History

Joel Greenblatt’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,130
Closed -$619K – 1345
2022
Q3 		$619K Buy
+8,130
New +$617K 0.02% 801
2022
Q2 		– Sell
-13,534
Closed -$1.63M – 1277
2022
Q1 		$1.63M Buy
+13,534
New +$1.47M 0.05% 405
2021
Q2 		– Sell
-2,367
Closed -$314K – 1145
2021
Q1 		$314K Buy
2,367
+337
+17% +$48.3K 0.01% 826
2020
Q4 		$291K Buy
+2,030
New +$252K 0.01% 843
2020
Q1 		– Sell
-3,590
Closed -$275K – 1250
2019
Q4 		$275K Buy
+3,590
New +$263K 0.01% 959
2019
Q2 		– Sell
-3,936
Closed -$335K – 1330
2019
Q1 		$335K Buy
+3,936
New +$289K ﹤0.01% 963
2017
Q2 		– Sell
-7,534
Closed -$211K – 1119
2017
Q1 		$211K Buy
+7,534
New +$195K ﹤0.01% 921

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Joel Greenblatt's ZEN Position: Q4 2022 in Review

Joel Greenblatt sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 8,130 shares — an estimated $619K sold.

Joel Greenblatt first reported a position in ZEN in Q1 2017 and held it in 7 quarters. The position peaked at $1.63M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Joel Greenblatt reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Joel Greenblatt sold 8,130 ZENDESK INC shares in Q4 2022, an estimated $619K.
  • Joel Greenblatt first reported a position in ZENDESK INC in Q1 2017 and held it in 7 quarters.
  • Joel Greenblatt's ZENDESK INC position peaked at $1.63M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Gotham Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.