Position in BLSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,139,863
+$2,760,891 QoQ
Shares Held
347,412
+130.8% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 173 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLSH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gotham Asset Management, LLC holds $1,156,152,942 across 58 Software - Infrastructure names. BLSH ranks #27 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
332,643 | $124,082,491 | |
| 2 | GEN |
Gen Digital Inc.
|
4,458,996 | $110,984,410 | |
| 3 | NTAP |
NetApp, Inc.
|
447,954 | $69,325,361 | |
| 4 | FFIV |
F5, Inc.
|
160,688 | $66,839,780 | |
| 5 | GDDY |
GoDaddy Inc.
|
745,244 | $63,256,310 | |
| 6 | DBX |
Dropbox, Inc.
|
2,238,153 | $61,482,062 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
505,520 | $58,979,018 | |
| 8 | TDC |
Teradata Corp /De/
|
1,574,768 | $54,565,711 |
All Filings in BLSH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,139,863 | 347,412 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,378,972 | 150,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,941,064 | 51,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $314,933 | 4,951 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||