Position in FSLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,105,231
+$4,470,661 QoQ
Shares Held
175,679
+181.8% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FSLY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Gotham Asset Management, LLC holds $899,028,979 across 62 Software - Application names. FSLY ranks #37 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
991,420 | $149,525,964 | |
| 2 | ROP |
Roper Technologies Inc
|
146,197 | $51,733,270 | |
| 3 | ADBE |
Adobe Inc.
|
171,067 | $41,582,966 | |
| 4 | PTC |
Ptc Inc.
|
260,541 | $37,124,487 | |
| 5 | DOCU |
Docusign, Inc.
|
724,193 | $34,333,990 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
123,385 | $34,284,989 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
506,115 | $34,198,190 | |
| 8 | ADP |
Automatic Data Processing Inc
|
165,674 | $33,661,643 |
All Filings in FSLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,105,231 | 175,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $634,570 | 62,335 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,773 | 15,763 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $239,249 | 13,441 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $279,882 | 14,600 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $365,554 | 20,583 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $580,756 | 6,822 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||