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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $27.4B AUM 1,719 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 163 New 920 Added 482 Reduced
Page 54 of 86  ·  1,719 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 HOOD ROBINHOOD MKTS INC Financial Services 16,549.0 $1.9M 0.01% +167.0 +1.0% $113.10 -32.9%
1062 SNCY SUN CTRY AIRLS HLDGS INC Industrials 128,571.0 $1.9M 0.01% -72K -35.8% $14.39 +12.4%
1063 XT ISHARES TR 26,364.0 $1.8M 0.01% +5K +26.2% $69.74 +14.9%
1064 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 35,591.0 $1.8M 0.01% +19K +116.3% $51.63 -36.0%
1065 SHOO MADDEN STEVEN LTD Consumer Cyclical 43,978.0 $1.8M 0.01% -8K -15.9% $41.64 -2.8%
1066 TRP TC ENERGY CORP Energy 33,006.0 $1.8M 0.01% -64K -65.9% $55.01 +27.4%
1067 CAI CARIS LIFE SCIENCES INC Healthcare 67,186.0 $1.8M 0.01% +34K +102.3% $26.98 -40.9%
1068 AQN ALGONQUIN PWR UTILS CORP Utilities 293,195.0 $1.8M 0.01% -291K -49.8% $6.15 -3.9%
1069 IEI ISHARES TR 15,108.0 $1.8M 0.01% NEW $119.35 -1.8%
1070 COWG PACER FDS TR 51,059.0 $1.8M 0.01% +883.0 +1.8% $35.21 +7.0%
1071 STN STANTEC INC Industrials 18,995.0 $1.8M 0.01% +14K +258.9% $94.36 -18.5%
1072 VSAT VIASAT INC Technology 51,581.0 $1.8M 0.01% -16K -24.1% $34.46 +118.4%
1073 SPSM SPDR SERIES TRUST 37,806.0 $1.8M 0.01% +7K +23.4% $46.86 +13.1%
1074 LGND LIGAND PHARMACEUTICALS INC Healthcare 9,346.0 $1.8M 0.01% -129.0 -1.4% $189.07 +17.5%
1075 LNTH LANTHEUS HLDGS INC Healthcare 26,401.0 $1.8M 0.01% -14K -33.9% $66.55 +42.0%
1076 SMH VANECK ETF TRUST 4,876.0 $1.8M 0.01% +2K +46.0% $360.13 +57.6%
1077 HL HECLA MNG CO Basic Materials 91,280.0 $1.8M 0.01% -12K -11.8% $19.19 -9.8%
1078 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6,839.0 $1.8M 0.01% -817.0 -10.7% $256.03 -7.6%
1079 PFFV GLOBAL X FDS 78,677.0 $1.7M 0.01% $22.22 +0.4%
1080 ALKS ALKERMES PLC Healthcare 62,469.0 $1.7M 0.01% -517.0 -0.8% $27.98 +32.1%
Page 54 of 86  ·  1,719 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 26.0%
Technology 19.2%
Industrials 14.0%
Consumer Cyclical 11.1%
Healthcare 8.3%
Consumer Defensive 4.6%
Real Estate 3.7%
Communication Services 3.7%
Basic Materials 3.5%
Energy 3.1%