Exited position

Joel Greenblatt’s Urban Outfitters Inc (URBN) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2011Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.33MHighest verified quarter-end share count
Quarters reported47Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Urban Outfitters Inc in Q3 2011. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−17.55K shares · No shares reported at quarter-end
Q1 2026
Sold 12.6% of the position−2.52K shares · 17.55K shares remained
Filing context

Quarter-end price $63.35 · Estimated holding basis $64.89

Q4 2025
Sold 71.5% of the position−50.41K shares · 20.07K shares remained
Filing context

Quarter-end price $75.26 · Estimated holding basis $64.89

Q3 2025
Bought 224.4% more+48.75K shares · 70.48K shares reported after the change
Filing context

Quarter-end price $71.43 · Estimated holding basis $64.89

Q2 2025
Sold 55.5% of the position−27.14K shares · 21.72K shares remained
Filing context

Quarter-end price $72.54 · Estimated holding basis $50.20

Q1 2025
Bought 1,197.5% more+45.10K shares · 48.86K shares reported after the change
Filing context

Quarter-end price $52.40 · Estimated holding basis $50.20

Portfolio importance

How important was Urban Outfitters Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2026
Last reported rank#1276of 1749 reported positions
Peak portfolio weight0.6%Q4 2015
Best historical rank#25Q4 2015
At peak importanceQ4 2015
URBN
0.6%
Largest holding
1.0%
Cross-investor discovery

Who else owns Urban Outfitters Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
URBN0.0% of reported portfolio
Explore Urban Outfitters Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$75.842026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.