Position in GCT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,443,123
+$829,423 QoQ
Shares Held
53,837
+31.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Gotham Asset Management, LLC holds $809,590,415 across 55 Software - Infrastructure names. GCT ranks #34 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
305,854 | $113,217,975 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
535,996 | $78,405,494 | |
| 3 | NTAP |
NetApp, Inc.
|
613,644 | $62,831,009 | |
| 4 | WEX |
WEX Inc.
|
375,048 | $57,397,345 | |
| 5 | FFIV |
F5, Inc.
|
162,229 | $46,937,716 | |
| 6 | GDDY |
GoDaddy Inc.
|
448,698 | $37,093,863 | |
| 7 | VRSN |
Verisign Inc/Ca
|
136,015 | $33,780,685 | |
| 8 | TDC |
Teradata Corp /De/
|
1,317,601 | $33,770,113 |
All Filings in GCT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,443,123 | 53,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,613,700 | 41,082 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $588,220 | 20,712 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $341,739 | 17,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,943 | 23,165 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $253,951 | 11,051 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,254 | 8,654 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||