BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 YSS YORK SPACE SYSTEMS INC Technology 9,241.0 $228K 0.00% NEW $24.62 -62.1%
142 AMR ALPHA METALLURGICAL RESOUR I Energy 1,339.0 $221K 0.00% NEW $164.94 +27.3%
143 SCHM SCHWAB STRATEGIC TR 5,989.0 $221K 0.00% NEW $36.87 -1.9%
144 PHYL PGIM ETF TR 6,170.0 $215K 0.00% NEW $34.88 -0.3%
145 BLLN BILLIONTOONE INC Healthcare 1,782.0 $214K NEW $119.98 -20.8%
146 DXPE DXP ENTERPRISES INC Industrials 1,255.0 $212K NEW $168.74 +12.8%
147 CSTM CONSTELLIUM SE Basic Materials 6,631.0 $211K NEW $31.87 -15.2%
148 ING ING GROEP N.V. Financial Services 6,716.0 $211K NEW $31.38 +11.0%
149 DFTX DEFINIUM THERAPEUTICS INC Healthcare 4,412.0 $208K NEW $47.04 -4.5%
150 IVOV VANGUARD ADMIRAL FDS INC 1,812.0 $207K NEW $114.07 +0.9%
151 APEI AMERICAN PUB ED INC Consumer Defensive 3,819.0 $205K NEW $53.70 -15.1%
152 NAVN NAVAN INC Technology 8,954.0 $205K NEW $22.87 +27.5%
153 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 10,139.0 $205K NEW $20.18 +7.0%
154 APLD APPLIED DIGITAL CORP Technology 5,465.0 $204K NEW $37.30 -27.1%
155 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 100,683.0 $193K NEW $1.92 -9.4%
156 POET POET TECHNOLOGIES INC Technology 16,472.0 $169K NEW $10.28 -19.7%
157 ASM AVINO SILVER & GOLD MINES LT Basic Materials 26,589.0 $169K NEW $6.34 +16.7%
158 QUBT QUANTUM COMPUTING INC Technology 17,226.0 $167K NEW $9.70 -8.0%
159 SWBI SMITH & WESSON BRANDS INC Industrials 11,048.0 $166K NEW $15.04 -6.3%
160 UTZ UTZ BRANDS INC Consumer Defensive 20,912.0 $161K NEW $7.70 +82.3%
Page 8 of 9  ·  179 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%