Position in TDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,770,113
-$1,567,926 QoQ
Shares Held
1,317,601
+13.5% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TDC 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. TDC ranks #8 (4.2% 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/
This page
|
1,317,601 | $33,770,113 |
All Filings in TDC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,770,113 | 1,317,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,338,039 | 1,160,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,893,631 | 878,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,662,951 | 433,122 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,352,284 | 60,155 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,137,498 | 132,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,627,474 | 86,601 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,349,706 | 39,054 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $681,636 | 17,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $403,337 | 9,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $429,400 | 9,538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $492,814 | 9,227 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $404,330 | 10,038 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $350,030 | 10,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $349,642 | 11,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,406,861 | 38,013 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,438,085 | 29,176 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,557,459 | 36,672 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,258,889 | 21,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,304,716 | 26,110 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,588,888 | 41,227 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,889,637 | 84,096 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,048,808 | 46,203 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $751,608 | 36,135 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||