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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 77 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SAIL SAILPOINT INC Technology 33,224.0 $486K 0.00% NEW $14.64 +26.5%
1522 RWL INVESCO EXCH TRADED FD TR II 3,800.0 $485K 0.00% $127.76 +5.1%
1523 FROG JFROG LTD Technology 5,282.0 $480K 0.00% NEW $90.88 -1.0%
1524 TENB TENABLE HLDGS INC Technology 12,999.0 $479K 0.00% NEW $36.88 -8.5%
1525 SANM SANMINA CORP Technology 1,893.0 $479K 0.00% NEW $253.08 -28.0%
1526 SABR SABRE CORP Consumer Cyclical 227,909.0 $476K 0.00% +147K +183.1% $2.09 +4.3%
1527 DJCO DAILY JOURNAL CORP Technology 788.0 $474K 0.00% -347.0 -30.6% $601.19 +1.1%
1528 CVLT COMMVAULT SYS INC Technology 3,328.0 $472K 0.00% -2K -41.6% $141.73 -6.7%
1529 PXF INVESCO EXCH TRADED FD TR II 6,207.0 $469K 0.00% $75.64 +4.9%
1530 VYX NCR VOYIX CORPORATION Technology 57,453.0 $469K 0.00% -73K -56.0% $8.17 -1.5%
1531 FLR FLUOR CORP Industrials 8,913.0 $467K 0.00% -66K -88.2% $52.39 -0.7%
1532 OCEANAGOLD CORP 18,525.0 $465K 0.00% NEW $25.08
1533 IESC IES HOLDINGS INC Industrials 631.0 $464K 0.00% $734.66 -54.9%
1534 DXJ WISDOMTREE TR 2,655.0 $461K 0.00% $173.52 +2.0%
1535 SBRA SABRA HEALTH CARE REIT INC Real Estate 23,516.0 $459K 0.00% -2K -7.8% $19.51 +5.0%
1536 IEUR ISHARES TR 6,089.0 $458K 0.00% $75.17 +4.2%
1537 CYTK CYTOKINETICS INC Healthcare 5,367.0 $457K 0.00% NEW $85.19 -10.7%
1538 HNRG HALLADOR ENERGY COMPANY Energy 26,232.0 $456K 0.00% -58K -68.8% $17.39 -13.5%
1539 RDVY FIRST TR EXCHANGE TRADED FD 5,613.0 $455K 0.00% -29K -83.9% $81.06 +1.3%
1540 ARTY ISHARES TR 5,959.0 $454K 0.00% NEW $76.16 -5.7%
Page 77 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%