Position in QLYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,382,419
+$665,595 QoQ
Shares Held
75,514
-31.7% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 433 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QLYS 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. QLYS ranks #24 (0.9% 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 QLYS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,382,419 | 75,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,716,824 | 110,607 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,312,774 | 77,598 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,383,123 | 70,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,799,596 | 68,591 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,067,337 | 72,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,735,663 | 76,563 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,614,839 | 90,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,266,594 | 86,021 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,989,045 | 83,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,879,351 | 70,712 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,793,370 | 70,753 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,848,308 | 76,243 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,387,053 | 72,197 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,533,152 | 84,943 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,762,039 | 70,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,903 | 4,082 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $274,139 | 1,925 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $285,175 | 2,340 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,332,347 | 13,594 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,326,511 | 22,366 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,520,348 | 51,964 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||