Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,507,344
-$2,284,246 QoQ
Shares Held
67,300
-26.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#226
of 1,214 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET 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. NET ranks #20 (1.4% 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 NET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,507,344 | 67,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,791,590 | 91,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,406,373 | 88,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,765,476 | 82,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,058,807 | 51,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,701,291 | 23,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $746,976 | 6,937 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $547,382 | 6,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $424,172 | 5,121 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $776,286 | 8,017 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $426,624 | 5,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $580,094 | 9,202 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $594,029 | 10,740 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $593,113 | 4,955 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $682,238 | 8,978 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||