Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,848,206
+$10,394,666 QoQ
Shares Held
1,549,973
+166.6% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#37
of 525 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH 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. PATH ranks #19 (1.5% 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 PATH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,848,206 | 1,549,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,453,540 | 581,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,652,068 | 222,823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,503,430 | 112,364 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,540,736 | 354,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,692,403 | 164,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,815,821 | 693,613 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,093,171 | 866,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,563,127 | 123,275 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,031,576 | 310,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,951,251 | 400,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,303,644 | 251,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,431,796 | 207,109 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,291,418 | 244,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,704,497 | 212,785 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $2,485,263 | 136,628 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $217,418 | 5,041 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $365,735 | 5,384 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||