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Portfolio (Quarterly) Guide ↗

Gotham Asset Management, LLC

· CIK 0001510387
13F Portfolio $43.0B AUM 1,791 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 179 New 837 Added 572 Reduced 137 Exited
Page 30 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VISN VISTANCE NETWORKS INC Technology 568,967.0 $7.3M 0.02% +144K +33.8% $12.78 -15.2%
582 MAN MANPOWERGROUP INC WIS Industrials 213,207.0 $7.2M 0.02% +113K +113.6% $33.77 +81.8%
583 CSL CARLISLE COS INC Industrials 19,664.0 $7.1M 0.02% +1K +6.6% $362.75 -0.1%
584 PYLD PIMCO ETF TR 260,520.0 $6.9M 0.02% +144K +123.6% $26.52 -1.2%
585 GSY INVESCO ACTIVELY MANAGED EXC 137,649.0 $6.9M 0.02% +968.0 +0.7% $50.15 -0.1%
586 IAG IAMGOLD CORP Basic Materials 435,202.0 $6.9M 0.02% +120K +37.9% $15.84 +37.6%
587 RHI ROBERT HALF INC. Industrials 224,108.0 $6.9M 0.02% +28K +14.5% $30.70 +47.0%
588 HBM HUDBAY MINERALS INC Basic Materials 284,741.0 $6.7M 0.02% +171K +150.2% $23.61 +25.4%
589 BRX BRIXMOR PPTY GROUP INC Real Estate 212,384.0 $6.7M 0.02% +23K +11.9% $31.53 -6.2%
590 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 112,219.0 $6.7M 0.02% +92K +466.0% $59.36 -7.6%
591 TRGP TARGA RES CORP Energy 24,506.0 $6.6M 0.01% +17K +235.3% $268.14 +9.7%
592 CUZ COUSINS PPTYS INC Real Estate 218,058.0 $6.5M 0.01% +115K +111.7% $29.98 +0.1%
593 IRM IRON MTN INC DEL Real Estate 51,161.0 $6.5M 0.01% +11K +28.8% $126.31 -4.1%
594 SSRM SSR MINING IN Basic Materials 228,496.0 $6.5M 0.01% +100K +78.2% $28.28 +36.5%
595 JNK SPDR SERIES TRUST 65,704.0 $6.3M 0.01% +3K +5.6% $96.37 -0.4%
596 TTD THE TRADE DESK INC Technology 349,412.0 $6.3M 0.01% +209K +149.4% $18.08 -26.6%
597 INGRAM MICRO HLDG CORP 228,336.0 $6.3M 0.01% +63K +37.9% $27.43
598 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,864.0 $6.2M 0.01% +226.0 +2.6% $703.34 -1.3%
599 MDB MONGODB INC Technology 18,502.0 $6.2M 0.01% +16K +673.8% $335.90 +19.9%
600 GPOR GULFPORT ENERGY CORP Energy 36,197.0 $6.1M 0.01% +17K +84.0% $169.70 +3.4%
Page 30 of 42  ·  837 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.3%
Technology 19.4%
Industrials 13.9%
Consumer Cyclical 9.8%
Healthcare 8.2%
Consumer Defensive 4.4%
Real Estate 4.2%
Basic Materials 3.5%
Energy 3.1%
Communication Services 2.7%