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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $32.7B AUM 1,749 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 159 New 926 Added 526 Reduced 129 Exited
Page 38 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 COWG PACER FDS TR 61,089.0 $2.1M 0.01% +10K +19.6% $33.74 +11.5%
742 ITRI ITRON INC Technology 22,807.0 $2.0M 0.01% +14K +158.7% $89.63 -13.0%
743 HCSG HEALTHCARE SVCS GROUP INC Healthcare 110,146.0 $2.0M 0.01% +7K +6.6% $18.55 +12.1%
744 SHOP SHOPIFY INC Technology 17,014.0 $2.0M 0.01% +3K +19.1% $118.62 -14.8%
745 LINE LINEAGE INC Real Estate 59,509.0 $1.9M 0.01% +10K +19.5% $32.76 +17.0%
746 ENTG ENTEGRIS INC Technology 16,604.0 $1.9M 0.01% +10K +153.8% $117.24 +6.0%
747 NOBL PROSHARES TR 18,250.0 $1.9M 0.01% +6K +45.5% $106.01 +0.6%
748 IVE ISHARES TR 9,091.0 $1.9M 0.01% +2K +35.0% $211.15 +6.9%
749 MIDD MIDDLEBY CORP Industrials 14,398.0 $1.9M 0.01% +12K +411.1% $132.58 +6.7%
750 CRAI CRA INTL INC Industrials 11,767.0 $1.9M 0.01% +8K +246.7% $161.88 -10.4%
751 MTDR MATADOR RES CO Energy 29,860.0 $1.9M 0.01% +16K +110.8% $63.18 -2.3%
752 SNPS SYNOPSYS INC Technology 4,715.0 $1.9M 0.01% +86.0 +1.9% $396.48 +24.6%
753 CVSA COVISTA INC Consumer Cyclical 16,214.0 $1.9M 0.01% +2K +15.3% $115.25 +9.3%
754 BFLY BUTTERFLY NETWORK INC Healthcare 462,155.0 $1.9M 0.01% +233K +101.9% $4.04 +8.7%
755 CNM CORE & MAIN INC Industrials 37,774.0 $1.9M 0.01% +31K +462.1% $49.40 -8.9%
756 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 55,614.0 $1.8M 0.01% +45K +434.5% $33.07 +1.7%
757 TRGP TARGA RES CORP Energy 7,308.0 $1.8M 0.01% +3K +61.6% $250.73 +10.2%
758 QQQM INVESCO EXCH TRADED FD TR II 7,705.0 $1.8M 0.01% +818.0 +11.9% $237.62 +23.6%
759 EUSA ISHARES INC 17,911.0 $1.8M 0.01% +3K +19.8% $101.77 +7.6%
760 BAYTEX ENERGY CORP 406,986.0 $1.8M 0.01% +375K +1161.9% $4.47
Page 38 of 47  ·  926 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 27.0%
Technology 19.2%
Industrials 13.5%
Consumer Cyclical 10.1%
Healthcare 8.3%
Consumer Defensive 4.4%
Basic Materials 3.9%
Energy 3.9%
Real Estate 3.8%
Communication Services 3.1%