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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 13 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AXTI AXT INC Technology 111,578.0 $8.0M 0.02% -9K -7.3% $72.08 -9.3%
242 TREX TREX INC Industrials 157,817.0 $7.9M 0.02% -13K -7.5% $50.04 -5.6%
243 AVPT AVEPOINT INC Technology 689,914.0 $7.7M 0.02% -120K -14.9% $11.21 +18.1%
244 CDW CDW CORP Technology 54,428.0 $7.7M 0.02% -32K -37.0% $140.64 -5.8%
245 RVTY REVVITY INC Healthcare 68,589.0 $7.6M 0.02% -23K -25.1% $111.26 +10.5%
246 C CITIGROUP INC Financial Services 54,172.0 $7.6M 0.02% -640.0 -1.2% $139.96 -5.9%
247 HAYW HAYWARD HLDGS INC Industrials 436,554.0 $7.6M 0.02% -1.2M -73.5% $17.31 -16.2%
248 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 122,845.0 $7.5M 0.02% -136K -52.6% $60.67 +23.9%
249 DHI D R HORTON INC Consumer Cyclical 45,703.0 $7.4M 0.02% -43K -48.6% $162.88 -8.5%
250 KGC KINROSS GOLD CORP Basic Materials 312,179.0 $7.4M 0.02% -35K -10.1% $23.62 +39.6%
251 FCN FTI CONSULTING INC Industrials 49,477.0 $7.4M 0.02% -114K -69.7% $149.01 +4.4%
252 CR CRANE COMPANY Industrials 32,989.0 $7.4M 0.02% -99K -75.0% $223.07 -7.5%
253 DOW DOW HLDGS INC Basic Materials 264,932.0 $7.2M 0.02% -14K -5.1% $27.36 +14.9%
254 LITE LUMENTUM HLDGS INC Technology 8,353.0 $7.2M 0.02% -2K -16.0% $858.06 -3.3%
255 DXCM DEXCOM INC Healthcare 102,500.0 $6.9M 0.02% -6K -5.1% $67.35 +35.2%
256 STANDARDAERO INC 230,107.0 $6.9M 0.02% -42K -15.6% $29.91
257 CERT CERTARA INC Healthcare 1,047,292.0 $6.9M 0.02% -367K -26.0% $6.55 +21.5%
258 FOUR SHIFT4 PMTS INC Technology 140,882.0 $6.9M 0.02% -348K -71.2% $48.64 -1.3%
259 EXC EXELON CORP Utilities 146,443.0 $6.8M 0.02% -231K -61.2% $46.62 -4.9%
260 XRAY DENTSPLY SIRONA INC Healthcare 638,226.0 $6.8M 0.02% -1.2M -65.2% $10.61 +2.6%
Page 13 of 29  ·  572 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%