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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 47 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 GOGO GOGO INC Communication Services 29,449.0 $118K +17K +141.7% $4.02 -0.2%
922 VFF VILLAGE FARMS INTL INC Consumer Defensive 34,365.0 $98K +12K +53.0% $2.84 -10.6%
923 NRGV ENERGY VAULT HOLDINGS INC Utilities 29,111.0 $96K +12K +69.8% $3.30 +53.9%
924 HTZ HERTZ GLOBAL HLDGS INC Industrials 20,639.0 $95K +384.0 +1.9% $4.61 +12.8%
925 ALIT ALIGHT INC Technology 83,601.0 $49K +50K +146.1% $0.58 +45.3%
926 AKBA AKEBIA THREAPEUTICS INC Healthcare 27,172.0 $38K +11K +70.1% $1.39 -35.6%
Page 47 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%