Exited position

Joel Greenblatt’s Voya Financial Inc (VOYA) 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 2014Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares10.60KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Voya Financial Inc in Q3 2014. The reported position was increased across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q2 2020, 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 2020
Sold the entire position−10.60K shares · No shares reported at quarter-end
Q1 2020
Bought 81.0% more+4.75K shares · 10.60K shares reported after the change
Filing context

Quarter-end price $40.56 · Estimated holding basis $51.83

Q4 2019
New position+5.86K shares · 5.86K shares reported
Filing context

Quarter-end price $60.96 · Estimated holding basis $60.96

Q3 2019
Sold the entire position−7.87K shares · No shares reported at quarter-end
Q2 2019
Bought 3.2% more+242 shares · 7.87K shares reported after the change
Filing context

Quarter-end price $55.27 · Estimated holding basis $50.10

Q1 2019
New position+7.63K shares · 7.63K shares reported
Filing context

Quarter-end price $49.94 · Estimated holding basis $49.94

Portfolio importance

How important was Voya Financial 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 2020
Last reported rank#747of 1055 reported positions
Peak portfolio weight0.0%Q1 2020
Best historical rank#747Q1 2020
At peak importanceQ1 2020
VOYA
0.0%
Largest holding
1.4%
Cross-investor discovery

Who else owns Voya Financial Inc?

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

Ray DalioBridgewater Associates, LP
VOYA0.0% of reported portfolio
Explore Voya Financial 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$100.282026-09-16

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.