Gotham Asset Management, LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
27,387,619
Description
New York New York based relationship driven wealth allocation platform with a limited liability advisory organization and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, concentrated position governance, and valuation discipline and downside awareness for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through position level governance and mandate calibration.
Founded
1985
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 1,719 27,387,619 13F-HR Gotham Asset Management, LLC
Q3 2025 11/14/2025 1,676 22,971,147 13F-HR Gotham Asset Management, LLC
Q1 2025 5/15/2025 1,541 11,984,310 13F-HR Gotham Asset Management, LLC
Q4 2024 2/14/2025 1,421 10,547,055 13F-HR Gotham Asset Management, LLC
Q3 2024 11/14/2024 1,402 9,667,122 13F-HR Gotham Asset Management, LLC
Q2 2024 8/14/2024 1,407 7,724,026 13F-HR Gotham Asset Management, LLC
Q1 2024 5/15/2024 1,366 6,621,754 13F-HR Gotham Asset Management, LLC
Q4 2023 2/14/2024 1,324 5,390,103 13F-HR Gotham Asset Management, LLC
Q3 2023 11/14/2023 1,313 4,840,654 13F-HR Gotham Asset Management, LLC
Q2 2023 8/14/2023 1,294 4,597,926 13F-HR Gotham Asset Management, LLC
Q1 2023 5/15/2023 1,309 4,125,236 13F-HR Gotham Asset Management, LLC
Q4 2022 2/14/2023 1,201 3,553,498 13F-HR Gotham Asset Management, LLC
Q3 2022 11/14/2022 1,156 3,339,092 13F-HR Gotham Asset Management, LLC
Q2 2022 8/15/2022 1,104 3,113,475 13F-HR Gotham Asset Management, LLC
Q1 2022 5/16/2022 1,113 3,229,931 13F-HR Gotham Asset Management, LLC
Q4 2021 2/14/2022 1,126 3,099,875 13F-HR Gotham Asset Management, LLC
Q3 2021 11/15/2021 1,005 2,465,788 13F-HR Gotham Asset Management, LLC
Q2 2021 8/16/2021 982 2,360,113 13F-HR Gotham Asset Management, LLC
Q1 2021 5/17/2021 979 2,241,909 13F-HR Gotham Asset Management, LLC
Q4 2020 2/16/2021 984 3,023,517 13F-HR Gotham Asset Management, LLC
Q3 2020 11/16/2020 1,011 3,114,066 13F-HR Gotham Asset Management, LLC
Q2 2020 8/13/2020 1,043 3,341,305 13F-HR Gotham Asset Management, LLC
Q1 2020 5/15/2020 1,055 3,600,918 13F-HR Gotham Asset Management, LLC
Q4 2019 2/14/2020 1,087 5,446,542 13F-HR Gotham Asset Management, LLC
Q1 2014 5/15/2014 994 6,641,357 13F-HR Gotham Asset Management, LLC
Q4 2013 2/14/2014 950 4,201,450 13F-HR Gotham Asset Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 26.27 M 96.0% 4.136 M 0 4.136 M
ETFs 1.048 M 3.8% 272.9 K 0 272.9 K
Debt 2.95 K 0.0% 2.086 K 0 2.086 K
Other 55.12 K 0.2% 5.364 K 0 5.364 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
27,387,619
Holdings
1719
QoQ value change ($000)
4,416,472 (19.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.