Sign in

Gotham Asset Management, LLC

CIK:0001510387
Asset Manager
$12B AUM
1,655 holdings
New York, NY, United States
Founded:2009
42 employees
Latest filing:Jun 30, 2025

Gotham Asset Management, LLC is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2009, the firm specializes in equity asset management for institutional and individual investors, offering both long and long/short investment strategies, primarily using a value-oriented approach. With approximately 42 employees, Gotham manages substantial assets across a range of separately managed accounts and investment funds.

Investment Strategy

Gotham Asset Management employs a disciplined equity investment process, focusing on systematic, value-driven strategies. The firm invests primarily in U.S. equities using proprietary quantitative models to identify undervalued and overvalued stocks for long and short positions. Its approach is research-intensive, aiming to generate consistent alpha by exploiting inefficiencies in the stock market through diversification and risk management.

Top Buys
S
SPYSPDR S&P 500 ETF TR
+$847.1M
N
NVDANVIDIA CORPORATION
+$128.0M
S
SGOVISHARES TR
+$63.9M
G
GSPYTIDAL TRUST I
+$50.5M
S
SNOWSNOWFLAKE INC
+$44.1M
Top Sells
I
IPINTERNATIONAL PAPER CO
-$13.9M
W
WSOWATSCO INC
-$13.8M
L
LIILENNOX INTL INC
-$13.2M
T
TRIPTRIPADVISOR INC
-$13.1M
L
LKQLKQ CORP
-$12.8M

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+16.1%$2.69B
G
GSPYTIDAL TRUST I
+3.2%$538.4M
N
NVDANVIDIA CORPORATION
+2.1%$358.9M
A
AAPLAPPLE INC
+1.1%$182.6M
I
IVVISHARES TR
+1.0%$169.1M

Equity Positions (1,636)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR16.10%$2.69B4,355,487$544.24$617.85+$847.1M
G
GSPY
TIDAL TRUST I3.22%$538.4M15,866,988$25.75$33.93+$50.5M
N
NVDA
NVIDIA CORPORATION2.15%$358.9M2,271,520$92.71$157.99+$128.0M
A
AAPL
APPLE INC1.09%$182.6M890,230$169.61$205.17+$6.1M
I
IVV
ISHARES TR1.01%$169.1M272,313$431.10$620.90+$15.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+5.6%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
REAL ESTATE INVESTMENT TRUSTS
+2.9%
SERVICES-BUSINESS SERVICES, NEC
+2.1%
PHARMACEUTICAL PREPARATIONS
+1.8%