Position in DBX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,482,062
+$34,736,328 QoQ
Shares Held
2,238,153
+90.1% QoQ
Ownership
0.992%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#22
of 449 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBX 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. DBX ranks #6 (5.3% 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.
This page
|
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 DBX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,482,062 | 2,238,153 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,745,734 | 1,177,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,317,064 | 1,270,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,714,892 | 1,082,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,875,485 | 659,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,058,718 | 376,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,988,447 | 265,927 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,436,663 | 253,113 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,326,698 | 281,562 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,601,873 | 107,073 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $438,750 | 14,883 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $458,934 | 16,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $396,316 | 14,860 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $445,523 | 20,607 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,307,629 | 147,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,860,053 | 186,296 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,872,937 | 89,230 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,203,652 | 51,770 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,080,771 | 84,791 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,340,580 | 80,102 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $488,930 | 16,131 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $325,202 | 17,967 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||