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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 59 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 RAMP LIVERAMP HLDGS INC Technology 49,709.0 $1.9M 0.00% -19K -27.4% $37.64 +0.1%
1162 DIEBOLD NIXDORF INC 21,817.0 $1.9M 0.00% -862.0 -3.8% $85.02
1163 IDCC INTERDIGITAL INC Technology 6,530.0 $1.8M 0.00% -2K -23.9% $283.13 +21.1%
1164 UNFI UNITED NAT FOODS INC Consumer Defensive 40,475.0 $1.8M 0.00% -15K -26.4% $45.67 +4.2%
1165 CRCL CIRCLE INTERNET GROUP INC Financial Services 29,389.0 $1.8M 0.00% -37K -55.5% $62.63 +45.9%
1166 BAI BLACKROCK ETF TRUST 34,898.0 $1.8M 0.00% +17K +97.1% $52.72 -17.1%
1167 AWR AMER STATES WTR CO Utilities 22,176.0 $1.8M 0.00% +5K +27.9% $82.63 +8.7%
1168 UFPI UFP INDUSTRIES INC Basic Materials 20,115.0 $1.8M 0.00% -2K -8.4% $90.74 -3.0%
1169 BALI BLACKROCK ETF TRUST 53,838.0 $1.8M 0.00% +8K +16.7% $33.83 +2.5%
1170 SRLN SSGA ACTIVE ETF TR 45,197.0 $1.8M 0.00% +317.0 +0.7% $40.29 +1.0%
1171 CG CARLYLE GROUP INC Financial Services 43,139.0 $1.8M 0.00% -328.0 -0.8% $42.11 +15.9%
1172 GIB CGI INC Technology 28,115.0 $1.8M 0.00% -4K -13.7% $64.57 +15.1%
1173 PL PLANET LABS PBC Industrials 54,713.0 $1.8M 0.00% -21K -27.8% $33.13 -35.2%
1174 ZS ZSCALER INC Technology 12,817.0 $1.8M 0.00% -60K -82.4% $141.15 +20.6%
1175 OMF ONEMAIN HLDGS INC Financial Services 29,524.0 $1.8M 0.00% -463.0 -1.5% $60.97 +3.6%
1176 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 72,111.0 $1.8M 0.00% +41K +133.1% $24.83 -15.5%
1177 ITGR INTEGER HLDGS CORP Healthcare 19,126.0 $1.8M 0.00% $93.45 +34.1%
1178 INVA INNOVIVA INC Healthcare 78,386.0 $1.8M 0.00% -43K -35.6% $22.71 -7.2%
1179 DXC DXC TECHNOLOGY CO Technology 200,811.0 $1.8M 0.00% +184K +1095.9% $8.85 +20.1%
1180 EFV ISHARES TR 23,112.0 $1.8M 0.00% -73K -76.0% $76.55 +7.7%
Page 59 of 90  ·  1,791 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%