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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VSTS VESTIS CORPORATION Industrials 11,042.0 $160K NEW $14.52 -12.6%
162 ARLO ARLO TECHNOLOGIES INC Industrials 11,845.0 $160K NEW $13.48 -2.8%
163 CLSK CLEANSPARK INC Technology 10,293.0 $150K NEW $14.55 -17.7%
164 QS QUANTUMSCAPE CORP Consumer Cyclical 19,762.0 $149K NEW $7.56 -20.9%
165 TREKOR METALS LTD 19,500.0 $134K NEW $6.88
166 NEOG NEOGEN CORP Healthcare 14,548.0 $131K NEW $8.99 +32.9%
167 KEEL KEEL INFRASTRUCTURE CORP Technology 22,581.0 $130K NEW $5.74 -42.2%
168 UROY URANIUM RTY CORP Energy 46,355.0 $129K NEW $2.78 +57.6%
169 XRX XEROX HOLDINGS CORP Technology 36,770.0 $115K NEW $3.13 -7.3%
170 DCH DAUCH CORP Industrials 20,584.0 $112K NEW $5.42 +26.9%
171 ULCC FRONTIER GROUP HLDGS INC Industrials 11,698.0 $93K NEW $7.91 -24.7%
172 WEST WESTROCK COFFEE CO Consumer Defensive 10,149.0 $82K NEW $8.11 +2.6%
173 MATIV HOLDINGS INC 10,069.0 $76K NEW $7.57
174 RNW RENEW ENERGY GLOBAL PLC Utilities 12,188.0 $76K NEW $6.25 +9.0%
175 OLPX OLAPLEX HLDGS INC Consumer Cyclical 19,083.0 $39K NEW $2.05 +1.0%
176 LXRX LEXICON PHARMACEUTICALS INC Healthcare 13,627.0 $33K NEW $2.40 -4.2%
177 BYND BEYOND MEAT INC Consumer Defensive 32,751.0 $25K NEW $0.75 +1869.4%
178 REI RING ENERGY INC Energy 12,666.0 $14K NEW $1.08 +37.0%
179 DATAVAULT AI INC 19,494.0 $7K NEW $0.35
Page 9 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%