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Gotham Asset Management

· CIK 0001510387
13F Portfolio $27.4B AUM 1,719 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 163 New 920 Added 482 Reduced
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAIN MAIN STR CAP CORP Financial Services 17,339.0 $1.0M 0.00% NEW $60.39 -16.1%
42 AXTI AXT INC Technology 63,654.0 $1.0M 0.00% NEW $16.35 +657.1%
43 XLC SELECT SECTOR SPDR TR 8,255.0 $972K 0.00% NEW $117.72 -1.4%
44 PAVE GLOBAL X FDS 19,933.0 $953K 0.00% NEW $47.79 +15.9%
45 OAKTREE SPECIALTY LENDING CO 73,966.0 $942K 0.00% NEW $12.74
46 BSV VANGUARD BD INDEX FDS 11,898.0 $938K 0.00% NEW $78.81 -1.3%
47 GRID FIRST TR EXCHANGE TRADED FD 6,054.0 $926K 0.00% NEW $153.02 +25.3%
48 OI O-I GLASS INC Consumer Cyclical 61,765.0 $912K 0.00% NEW $14.76 -39.9%
49 STRA STRATEGIC ED INC Consumer Defensive 11,315.0 $907K 0.00% NEW $80.20 -1.5%
50 CRCL CIRCLE INTERNET GROUP INC Financial Services 11,240.0 $891K 0.00% NEW $79.30 +56.2%
51 PYLD PIMCO ETF TR 32,712.0 $873K 0.00% NEW $26.68 -1.7%
52 DBND DOUBLELINE ETF TRUST 18,823.0 $873K 0.00% NEW $46.36 -2.4%
53 BFLY BUTTERFLY NETWORK INC Healthcare 228,929.0 $870K 0.00% NEW $3.80 +0.8%
54 AUGO AURA MINERALS INC Basic Materials 16,603.0 $837K 0.00% NEW $50.41 +51.6%
55 BCO BRINKS CO Industrials 6,320.0 $738K 0.00% NEW $116.73 -11.1%
56 WGO WINNEBAGO INDS INC Consumer Cyclical 17,748.0 $719K 0.00% NEW $40.52 -26.3%
57 OMCL OMNICELL COM Healthcare 15,630.0 $708K 0.00% NEW $45.30 -3.3%
58 TEX TEREX CORP NEW Industrials 13,182.0 $704K 0.00% NEW $53.38 +19.7%
59 KWEB KRANESHARES TRUST 20,563.0 $700K 0.00% NEW $34.05 -17.3%
60 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 27,719.0 $688K 0.00% NEW $24.83 -35.9%
Page 3 of 9  ·  163 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 26.0%
Technology 19.2%
Industrials 14.0%
Consumer Cyclical 11.1%
Healthcare 8.3%
Consumer Defensive 4.6%
Real Estate 3.7%
Communication Services 3.7%
Basic Materials 3.5%
Energy 3.1%