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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 76 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 INOD INNODATA INC Technology 6,998.0 $529K 0.00% NEW $75.58 -15.0%
1502 SYFI AB ACTIVE ETFS INC 14,603.0 $522K 0.00% NEW $35.72 -0.1%
1503 MTG MGIC INVT CORP WIS Financial Services 18,457.0 $520K 0.00% $28.20 +9.6%
1504 BMI BADGER METER INC Technology 3,502.0 $520K 0.00% -2K -32.5% $148.38 -11.2%
1505 KRMN KARMAN HLDGS INC Industrials 10,393.0 $519K 0.00% -611.0 -5.5% $49.92 +7.0%
1506 FN FABRINET Technology 923.0 $519K 0.00% $562.08 -22.3%
1507 KOP KOPPERS HOLDINGS INC Basic Materials 11,522.0 $517K 0.00% NEW $44.90 +0.6%
1508 KLIC KULICKE & SOFFA INDS INC Technology 3,843.0 $514K 0.00% -27K -87.5% $133.76 -35.9%
1509 ADEA ADEIA INC Technology 15,560.0 $512K 0.00% $32.93 -20.3%
1510 BKD BROOKDALE SR LIVING INC Healthcare 31,627.0 $509K 0.00% -24K -43.4% $16.09 -26.7%
1511 DBND DOUBLELINE ETF TRUST 11,017.0 $502K 0.00% -8K -41.5% $45.59 -1.4%
1512 DCRE DOUBLELINE ETF TRUST 9,655.0 $500K 0.00% +2K +34.0% $51.80 -0.4%
1513 PFFD GLOBAL X FDS 26,724.0 $499K 0.00% +1K +4.6% $18.69 -1.6%
1514 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 19,032.0 $499K 0.00% NEW $26.22 -4.3%
1515 ANIP ANI PHARMACEUTICALS INC Healthcare 6,027.0 $499K 0.00% -18K -75.0% $82.78 -9.0%
1516 BROOKFIELD ASSET MANAGMT LTD 11,025.0 $494K 0.00% $44.85
1517 KRYS KRYSTAL BIOTECH INC Healthcare 1,330.0 $494K 0.00% +7.0 +0.5% $371.67 -6.8%
1518 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 9,496.0 $490K 0.00% -115.0 -1.2% $51.60 +8.9%
1519 CNMD CONMED CORP Healthcare 14,952.0 $489K 0.00% -34K -69.6% $32.73 +56.0%
1520 CIGI COLLIERS INTL GROUP INC Real Estate 5,213.0 $489K 0.00% +2K +68.6% $93.79 +14.1%
Page 76 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%